Franklin India Equity Advantage Fund - Growth Plan
Category: Equity: Large and Mid Cap
Launch Date: 05-03-2005
AUM:
₹ 3,491.04 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
Venkatesh Sanjeevi, R. Janakiraman Sandeep Manam (dedicated for making investments for Foreign Securities)
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Franklin India Equity Advantage Fund - Growth Plan | 7.18 | 19.12 | 23.77 |
| NIFTY LARGE MIDCAP 250 TRI | 3.62 | 23.5 | 25.75 |
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
194.3962
Last change
-0.44 (-0.224%)
Fund Size (AUM)
₹ 3,491.04 Cr
Performance
15.69% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
Investment Objective
Seeks to provide medium to long-term capital appreciation by investing primarily in Large and Mid-cap stocks.
Fund Manager
Venkatesh Sanjeevi, R. Janakiraman Sandeep Manam (dedicated for making investments for Foreign Securities)
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| Call, Cash & Other Assets | 3.44 |
| BUNDL TECHNOLOGIES PRIVATE LIMITED EQ | 3.15 |
| RELIANCE INDUSTRIES LIMITED EQ | 3.11 |
| TATA CONSULTANCY SERVICES LIMITED EQ NEW FV RE.1/- | 2.88 |
| AU SMALL FINANCE BANK LIMITED EQ | 2.86 |
| ZOMATO LIMITED EQ | 2.81 |
| MAHINDRA AND MAHINDRA LIMITED EQ NEW F.V. RS.5 | 2.66 |
| GODREJ CONSUMER PRODUCTS LIMITED EQ NEW FV RE.1/- | 2.49 |
| ENDURANCE TECHNOLOGIES LIMITED EQ NEW FV RS.. 10/- | 2.45 |
| Persistent Systems Ltd | 2.22 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 23.75 |
| Information Technology | 11.67 |
| Capital Goods | 10.2 |
| Automobile and Auto Components | 9.74 |
| Consumer Services | 8.95 |
| Fast Moving Consumer Goods | 8.59 |
| Healthcare | 8.17 |
| Realty | 3.66 |
| Oil, Gas & Consumable Fuels | 3.11 |
| Services | 2.49 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Franklin India Equity Advtg Gr | 23.77 |
| Motilal Oswal Large and MidCap Reg Gr | 29.2 |
| Invesco India Large and Mid Cap Gr | 25.32 |
| ICICI Pru Large & MidCap Gr | 28.37 |
| Whiteoak Capital Large & Mid Cap Reg Gr | 0.0 |
| PGIM India Large and Mid Cap Reg Gr | 0.0 |
| SBI Large & MidCap Reg Gr | 25.57 |
| UTI Large & Mid Cap Fund Reg Gr | 27.29 |
| Sundaram Large and MidCap Gr | 25.15 |
| Axis Large & Mid Cap Fund Reg Gr | 23.76 |