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 (31-05-2025)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 3,491.04 Cr As on 30-05-2025(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

194.8156

15.71%

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

Seeks to provide medium to long-term capital appreciation by investing primarily in Large and Mid-cap stocks.

Current Asset Allocation (%)

Indicators

Standard Deviation 14.13
Sharpe Ratio 0.77
Alpha -2.53
Beta 0.91
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 7.94 21.88 20.69 24.32 11.91
Motilal Oswal Large and Midcap Fund - Regular Plan Growth 01-10-2019 14.64 32.44 33.83 29.69 -
Invesco India Large & Mid Cap Fund - Growth 09-08-2007 13.77 32.67 30.31 25.9 15.53
ICICI Prudential Large & Mid Cap Fund - Growth 09-07-1998 8.25 25.76 25.79 28.78 15.66
Whiteoak Capital Large & Mid Cap Fund Regular Plan Growth 22-12-2023 7.72 - - - -
PGIM India Large and Midcap Fund - Regular Plan - Growth Option 12-02-2024 7.59 - - - -
SBI Large & MIDCap Fund- Regular Plan -Growth 28-02-1993 6.94 20.48 23.29 25.8 14.58
UTI Large & Mid Cap Fund - Regular Plan - Growth Option 01-08-2005 6.53 26.36 26.69 27.71 13.93
Axis Large & Mid Cap Fund - Regular Plan - Growth 10-10-2018 5.82 21.0 22.57 23.81 -
CANARA ROBECO LARGE AND MID CAP FUND - REGULAR PLAN - GROWTH OPTION 05-03-2005 5.52 22.0 21.74 23.79 15.79

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

17.14%

Others

3.44%

Large Cap

43.66%

Mid Cap

35.74%

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