Franklin India Equity Advantage Fund - Direct - Growth

(Erstwhile Franklin India Flexicap Fund - Direct - Growth)
Fund House: Franklin Templeton Mutual Fund
Category: Equity: Large and Mid Cap
Launch Date: 01-01-2013
Asset Class: Equity
Benchmark: NIFTY Large Midcap 250 TRI
TER: 1.33% As on (31-03-2025)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 3,273.15 Cr As on 31-03-2025(Source:AMFI)
Turn over: 75.96% | Exit Load: Exit load of 1% if redeemed within 1 year

195.2195

14.75%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
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
0 Years 0 Months
1 Years 2 Months
1 Years 6 Months
8 Years 0 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 14.21
Sharpe Ratio 0.48
Alpha -1.53
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 - Direct - Growth 01-01-2013 11.01 22.33 17.27 26.62 12.37
Invesco India Large & Mid Cap Fund - Growth 09-08-2007 14.37 30.32 23.57 25.6 14.94
ICICI Prudential Large & Mid Cap Fund - Growth 09-07-1998 11.18 27.1 22.81 30.34 15.12
DSP Large & Mid Cap Fund - Regular Plan - Growth 16-05-2000 10.8 27.13 21.7 26.25 15.43
Nippon India Vision Fund-Growth Plan-Growth Option 05-10-1995 10.38 27.12 21.54 28.03 12.43
PGIM India Large and Midcap Fund - Regular Plan - Growth Option 12-02-2024 10.3 - - - -
Franklin India Equity Advantage Fund - Growth Plan 05-03-2005 10.21 21.43 16.4 25.66 11.5
UTI Large & Mid Cap Fund - Regular Plan - Growth Option 01-08-2005 10.04 27.22 22.31 29.34 13.44
Whiteoak Capital Large & Mid Cap Fund Regular Plan Growth 22-12-2023 9.97 - - - -
Canara Robeco Emerging Equities - Regular Plan - Growth Option 05-03-2005 9.63 21.66 17.35 24.58 15.66

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

13.52%

Others

2.51%

Large Cap

47.39%

Mid Cap

36.6%

Feedback
Notification