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 (28-02-2023)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 2,556.68 Cr As on (28-02-2023)
Turn over: 75.77% | Exit Load: 1% for redemption within 365 days

113.7785

14.4%

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 25.4
Sharpe Ratio 0.57
Alpha -1.88
Beta 1.09
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 -2.95 7.95 32.8 8.56 13.16
Motilal Oswal Large and Midcap Fund - Regular Plan Growth 05-10-2019 8.09 12.57 32.15 - -
Tata Large & Mid Cap Fund- Regular Plan - Growth Option 31-03-1993 7.56 11.18 32.65 12.98 15.16
ICICI Prudential Large & Mid Cap Fund - Growth 09-07-1998 7.06 17.43 37.05 12.79 14.45
SBI Large & MIDCap Fund- Regular Plan -Growth 28-02-1993 4.67 15.13 34.65 12.94 16.56
BANDHAN Core Equity Fund - Regular Plan - Growth 09-08-2005 3.73 11.9 32.79 10.09 12.86
Kotak Equity Opportunities Fund - Growth 05-09-2004 3.58 11.73 31.8 12.73 15.81
HDFC Large and Mid Cap Fund - Growth Option 18-02-1994 3.45 14.28 36.89 12.57 11.63
DSP Equity Opportunities Fund-Regular Plan - Growth 16-05-2000 2.26 9.32 30.32 10.66 15.28
UTI - Core Equity Fund - Regular Plan - Growth Option 01-08-2005 2.12 11.8 35.23 9.77 12.76

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

Others

10.78%

Large Cap

54.06%

Mid Cap

35.17%

Scheme Documents

January 2023

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

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