Franklin India Equity Advantage Fund - Growth Plan
Category: Equity: Large and Mid Cap
Launch Date: 05-03-2005
AUM:
₹ 3,203.2 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 | 37.14 | 16.36 | 16.97 |
| NIFTY LARGE MIDCAP 250 TRI | 45.82 | 22.01 | 22.46 |
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
174.3008
Last change
1.51 (0.8657%)
Fund Size (AUM)
₹ 3,203.2 Cr
Performance
15.96% (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 (%) |
|---|---|
| Mahindra & Mahindra Ltd. | 4.43 |
| Endurance Technologies Ltd. | 4.11 |
| HDFC Bank Ltd. | 4.1 |
| Zomato Ltd. | 3.77 |
| ICICI Bank Ltd. | 3.56 |
| Interglobe Aviation Ltd. | 3.43 |
| Motherson Sumi Wiring India Ltd. | 3.3 |
| Coforge Ltd. | 3.24 |
| Reliance Industries Ltd. | 3.04 |
| Indusind Bank Ltd. | 2.92 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial | 24.16 |
| Automobile | 19.52 |
| Services | 15.35 |
| Technology | 8.34 |
| Healthcare | 8.05 |
| Construction | 4.2 |
| Energy | 3.04 |
| Consumer Staples | 2.88 |
| Metals & Mining | 2.47 |
| Consumer Discretionary | 2.29 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Franklin India Equity Advtg Gr | 16.97 |
| Quant Large & MidCap Gr | 28.56 |
| Bandhan Core Equity Reg Gr | 22.31 |
| Invesco India Large and Mid Cap Gr | 20.61 |
| Motilal Oswal Large and MidCap Reg Gr | 0.0 |
| HSBC Large and Mid Cap Gr | 21.47 |
| DSP Equity Opp Reg Gr | 21.42 |
| UTI Large & Mid Cap Fund Reg Gr | 21.78 |
| Nippon India Vision Gr Gr | 20.51 |
| HDFC Large and Mid Cap Gr | 23.46 |