Franklin India Equity Advantage Fund - Growth Plan

(Erstwhile Franklin India Flexi Cap Fund-Growth Plan)
Fund House: Franklin Templeton Mutual Fund
Category: Equity: Large and Mid Cap
Launch Date: 05-03-2005
Asset Class: Equity
Benchmark: NIFTY Large Midcap 250 TRI
TER: 2.03% As on (30-04-2025)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 3,375 Cr As on 30-04-2025(Source:AMFI)
Turn over: 75.96% | Exit Load: In respect of each purchase of Units - 1% if the Units are redeemed/switched-out within one year of allotment

185.3121

15.52%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
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vs
NIFTY Large Midcap 250 TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
1 Years 2 Months
9 Years 0 Months
9 Years 4 Months
15 Years 11 Months
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment Objective

An open-end diversified equity fund that seeks to provide medium to long-term capital appreciation by investing in stocks across the entire market capitalization range. The fund will invest 75-100 per cent in large-cap stocks, 20-100 per cent in mid-cap stocks. Its exposure to large cap vs mid/small cap stocks varies depending on relative value and risk/return profile of the sub-segments.

Current Asset Allocation (%)

Indicators

Standard Deviation 14.24
Sharpe Ratio 0.6
Alpha -2.15
Beta 0.9
Yield to Maturity -
Average Maturity -

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
Franklin India Equity Advantage Fund - Growth Plan 05-03-2005 11.84 22.87 18.26 27.32 11.47
Motilal Oswal Large and Midcap Fund - Regular Plan Growth 01-10-2019 17.56 34.38 31.36 32.66 -
Invesco India Large & Mid Cap Fund - Growth 09-08-2007 16.65 32.34 26.38 27.38 14.98
UTI Large & Mid Cap Fund - Regular Plan - Growth Option 01-08-2005 11.96 28.88 24.65 30.57 13.48
ICICI Prudential Large & Mid Cap Fund - Growth 09-07-1998 11.68 28.32 25.04 31.64 15.11
PGIM India Large and Midcap Fund - Regular Plan - Growth Option 12-02-2024 10.99 - - - -
DSP Large & Mid Cap Fund - Regular Plan - Growth 16-05-2000 10.82 28.04 24.01 27.68 15.34
Canara Robeco Emerging Equities - Regular Plan - Growth Option 05-03-2005 10.66 23.29 19.69 26.06 15.72
Whiteoak Capital Large & Mid Cap Fund Regular Plan Growth 22-12-2023 10.56 - - - -
SBI Large & MIDCap Fund- Regular Plan -Growth 28-02-1993 9.83 21.17 20.55 28.08 14.43

Scheme Characteristics

Minimum investment in equity & equity related instruments of large cap companies - 35% of total assets. Minimum investment in equity & equity related instruments of mid cap stocks - 35% of total assets.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

14.09%

Others

2.5%

Large Cap

47.12%

Mid Cap

36.27%

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