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: 2.02% As on (30-04-2024)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 3,216.18 Cr As on (30-04-2024)
Turn over: 74.54% | Exit Load: Exit load of 1% if redeemed within 1 year

164.0836

15.67%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY 50 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 12.29
Sharpe Ratio 0.96
Alpha -0.07
Beta 0.87
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 34.08 20.73 17.21 16.58 13.81
Quant Large & Mid Cap Fund - Growth Option 11-12-2006 65.64 36.0 28.41 28.33 22.66
BANDHAN Core Equity Fund - Regular Plan - Growth 09-08-2005 56.46 35.28 25.97 22.14 16.51
Motilal Oswal Large and Midcap Fund - Regular Plan Growth 05-10-2019 52.49 37.64 27.09 - -
Invesco India Large & Mid Cap Fund - Growth 09-08-2007 49.86 30.98 22.57 19.66 16.75
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth 30-12-2019 49.0 26.28 23.53 - -
HSBC Large & Mid Cap Fund - Regular Growth 03-03-2019 48.29 30.4 22.3 20.63 -
Nippon India Vision Fund-Growth Plan-Growth Option 05-10-1995 47.83 30.06 23.62 20.52 14.71
HDFC Large and Mid Cap Fund - Growth Option 18-02-1994 47.74 31.55 25.93 22.67 14.78
UTI Large & Mid Cap Fund - Regular Plan - Growth Option 01-08-2005 46.37 30.17 22.95 20.97 15.26

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

5.37%

Others

1.46%

Large Cap

51.05%

Mid Cap

42.1%

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