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
Expense Ratio: 2.11% As on (30-04-2022)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 2,714.52 Cr As on (30-04-2022)
Turn over: 61.25% | Exit Load: 1% for redemption within 365 days

111.9854

15.05%

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
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

Volatility 12.0
Sharp Ratio 0.5
Alpha -0.38
Beta 0.82
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 7.06 42.29 12.81 9.53 14.89
ICICI Prudential Large & Mid Cap Fund - Growth 09-07-1998 16.21 42.28 16.23 11.29 14.85
Sundaram Large and Midcap Fund Regular Plan - Growth 10-02-2007 14.73 37.84 15.76 16.75 19.14
Mahindra Manulife Top 250 Nivesh Yojana - Regular Plan - Growth 30-12-2019 14.6 41.07 - - -
Union Large & Midcap Fund - Regular Plan - Growth Option 06-12-2019 13.37 35.99 - - -
Quant Large & Mid Cap Fund - Growth Option 11-12-2006 12.99 34.96 21.86 12.96 18.44
HDFC Large and Mid Cap Fund - Growth Option 18-02-1994 12.4 43.74 15.8 11.49 12.94
Baroda BNP Paribas Large and Mid Cap Fund-Regular Plan-Growth Option 04-09-2020 11.73 - - - -
Navi Large & Midcap Fund- Regular Plan- Growth Option 07-12-2015 11.61 36.96 13.79 10.44 -
LIC MF Large & Mid Cap Fund-Regular Plan-Growth 05-02-2015 11.55 33.84 15.42 11.77 -

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

2.14%

Others

11.68%

Large Cap

44.73%

Mid Cap

41.47%

Scheme Documents

March 2022

Tax Benefits of investing in this fund

Long term capital gains (LTCG) tax @10% (plus surcharge, if applicable and cess) without indexation if units held for more than 12 months#

Short term capital gains (STCG) tax @ 15% (plus surcharge, if applicable and cess) if units are held for less than 12 months.

Investor does not pay any tax on dividends but a Dividend Distribution Tax (DDT) is deducted at source @11.648% (10% + 12% surcharge + 4% Health & education cess) **

# Capital gain accrued up to January 31st 2018 is exempt from LTCG tax in respect of units acquired before January 31, 2018 & redeemed on or after April 1, 2018. ** The DDT is to be paid by the mutual fund

Feedback
Notification