Franklin India Equity Advantage Fund - Growth Plan
Category: Equity: Large and Mid Cap
Launch Date: 05-03-2005
AUM:
₹ 3,216.18 Cr
Expense Ratio
2.02%
Benchmark
NIFTY LARGE MIDCAP 250 TRI
ISIN
INF090I01205
Minimum Investment
5000.0
Minimum Topup
1000.0
Minimum SIP Amount
500
Fund Manager
R Janakiraman, Venkatesh Sanjeevi, Sandeep Manam
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Franklin India Equity Advantage Fund - Growth Plan | 31.02 | 17.02 | 16.17 |
| NIFTY LARGE MIDCAP 250 TRI | 41.15 | 22.43 | 21.65 |
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
Overview
NAV
160.3133
Last change
0.68 (0.4237%)
Fund Size (AUM)
₹ 3,216.18 Cr
Performance
15.54% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
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.
Fund Manager
R Janakiraman, Venkatesh Sanjeevi, Sandeep Manam
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| ICICI Bank Ltd. | 5.42 |
| HDFC Bank Ltd. | 4.06 |
| Zomato Ltd. | 4.05 |
| Mahindra & Mahindra Ltd. | 3.8 |
| Motherson Sumi Wiring India Ltd. | 3.65 |
| Endurance Technologies Ltd. | 3.65 |
| Reliance Industries Ltd. | 3.48 |
| Interglobe Aviation Ltd. | 3.25 |
| Indusind Bank Ltd. | 3.01 |
| Coforge Ltd. | 2.78 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial | 24.4 |
| Automobile | 19.32 |
| Services | 16.4 |
| Healthcare | 8.46 |
| Technology | 6.98 |
| Construction | 3.49 |
| Energy | 3.48 |
| Consumer Discretionary | 3.34 |
| Consumer Staples | 2.75 |
| Metals & Mining | 2.3 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Franklin India Equity Advtg Gr | 16.17 |
| Quant Large & MidCap Gr | 27.96 |
| Bandhan Core Equity Reg Gr | 21.68 |
| Motilal Oswal Large and MidCap Reg Gr | 0.0 |
| Mahindra Manulife Large & Mid Cap Fund Reg Gr | 0.0 |
| Invesco India Large and Mid Cap Gr | 19.29 |
| HDFC Large and Mid Cap Gr | 22.39 |
| Nippon India Vision Gr Gr | 20.17 |
| UTI Large & Mid Cap Fund Reg Gr | 20.56 |
| HSBC Large and Mid Cap Gr | 19.94 |