Fund Performance
Lumpsum
SIP
26.21
as on 07 Jun 20233 Years
Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 20,127 today.
NAV Performance
Fund Information
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₹ 126.562
as on 07 Jun 2023 -
Regular - Growth
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16 / 26
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₹ 5,000
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₹ 2,539 Cr.
as on 31 Mar 2023 -
2.09%
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02 Mar 2005
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Nifty 50
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Franklin Templeton Mutual Fund
Show All Funds -
Franklin India Equity Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges.
Highlights of this fund
Franklin India Equity Advantage Fund is an Open-ended Equity Fund. The fund belongs to Large & Mid Cap Fund category, where the investment is done in predominantly in stocks that are listed on Stock Exchanges like the Bombay Stock Exchange (BSE) or the National Stock Exchange (NSE) in India as well as Global stock exchanges like the Dow Jones, London Stock Exchange or LSE etc. This fund was started on 02 Mar 2005. This fund is offered by one of the top AMC (Assets Management Company) Franklin Templeton Mutual Fund. You can also view here all other Equity funds offered by Franklin Templeton Mutual Fund.
Latest NAV of the fund is ₹ 126.562 as on 07 Jun 2023.
This fund has 18 years of track record. Since 31 Mar 2023 expense ratio of this fund is 2.09%. Ideally you shoulds compare this fund with the benchmark Nifty 50.
You can invest in this fund in SIP with the minimum investment of ₹ 500. Lumpsum invest is offered with minimum investment of ₹ 5,000.
Fund Objective
To provide medium to long-term capital appreciation by investing primarily in Large and Mid-cap stocks
List of Fund Managers of Franklin India Equity Advantage Fund
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About Sandeep Manam
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About R. Janakiraman
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About Venkatesh Sanjeevi
Mr. Sanjeevi is a PGDM (IIM- Ahmedabad), CA, B.Com Prior to joining Franklin Templeton Asset Management (India) Pvt. Ltd., he has worked with Pictet Asset Management, London, ICICI Prudential AMC, Edelweiss Asset Mgmt. Ltd., Edelweiss Securities Ltd. and Hindustan Unilever Ltd.
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About Sandeep Manam
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About R. Janakiraman
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About Venkatesh Sanjeevi
Mr. Sanjeevi is a PGDM (IIM- Ahmedabad), CA, B.Com Prior to joining Franklin Templeton Asset Management (India) Pvt. Ltd., he has worked with Pictet Asset Management, London, ICICI Prudential AMC, Edelweiss Asset Mgmt. Ltd., Edelweiss Securities Ltd. and Hindustan Unilever Ltd.
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About R. Janakiraman
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About Venkatesh Sanjeevi
Mr. Sanjeevi is a PGDM (IIM- Ahmedabad), CA, B.Com Prior to joining Franklin Templeton Asset Management (India) Pvt. Ltd., he has worked with Pictet Asset Management, London, ICICI Prudential AMC, Edelweiss Asset Mgmt. Ltd., Edelweiss Securities Ltd. and Hindustan Unilever Ltd.
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About R. Janakiraman
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About Venkatesh Sanjeevi
Mr. Sanjeevi is a PGDM (IIM- Ahmedabad), CA, B.Com Prior to joining Franklin Templeton Asset Management (India) Pvt. Ltd., he has worked with Pictet Asset Management, London, ICICI Prudential AMC, Edelweiss Asset Mgmt. Ltd., Edelweiss Securities Ltd. and Hindustan Unilever Ltd.
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About Sandeep Manam
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About R. Janakiraman
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About Venkatesh Sanjeevi
Mr. Sanjeevi is a PGDM (IIM- Ahmedabad), CA, B.Com Prior to joining Franklin Templeton Asset Management (India) Pvt. Ltd., he has worked with Pictet Asset Management, London, ICICI Prudential AMC, Edelweiss Asset Mgmt. Ltd., Edelweiss Securities Ltd. and Hindustan Unilever Ltd.
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About Sandeep Manam
Riskometer : Risk associated with this fund
Investors understand that their principal will be at Very High Risk
Fund Return Comparison
| Fund Name | 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | 5 Years | 10 Years | 1 Year | 2 Years | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Category Best | 9.19% | 14.66% | 15.61% | 37.65% | 29.35% | 31.18% | 18.93% | 23.54% | 25.26% | 14.37% | 21.43% | 19.50% | 18.77% |
| Category Average | 5.15% | 7.51% | 4.12% | 18.57% | 12.08% | 25.51% | 12.61% | 16.55% | 16.00% | 9.96% | 16.23% | 16.31% | 14.37% |
| Franklin India Equity Advantage Fund | 4.97%₹ 10,496 | 6.88%₹ 10,688 | 1.68%₹ 10,168 | 11.99%₹ 11,199 | 10.69%₹ 12,681 | 6.98%₹ 11,444 | 5.76%₹ 25,452 | 26.21%₹ 20,127 | 13.77%₹ 44,184 | 9.46%₹ 15,715 | 13.78%₹ 84,741 | 14.10%₹ 37,439 | 11.79%₹ 2,21,601 |
| SBI Large & Midcap Fund | 5.09%₹ 10,508 | 7.68%₹ 10,767 | 3.41%₹ 10,341 | 22.23%₹ 12,222 | 18.07%₹ 13,139 | 13.89%₹ 12,970 | 13.34%₹ 27,407 | 29.42%₹ 21,709 | 20.00%₹ 48,260 | 14.73%₹ 19,886 | 18.97%₹ 96,234 | 17.17%₹ 48,818 | 15.80%₹ 2,74,624 |
| ICICI Prudential Large & Mid Cap Fund | 4.83%₹ 10,483 | 6.75%₹ 10,674 | 3.49%₹ 10,349 | 19.61%₹ 11,961 | 16.79%₹ 13,060 | 16.66%₹ 13,609 | 14.15%₹ 27,620 | 30.16%₹ 22,085 | 21.43%₹ 49,228 | 14.38%₹ 19,581 | 19.51%₹ 97,504 | 15.37%₹ 41,811 | 14.75%₹ 2,59,495 |
| HDFC Growth Opportunities Fund | 5.61%₹ 10,560 | 8.81%₹ 10,880 | 4.43%₹ 10,442 | 21.28%₹ 12,127 | 19.31%₹ 13,215 | 14.54%₹ 13,118 | 14.01%₹ 27,583 | 31.18%₹ 22,604 | 21.07%₹ 48,986 | 14.24%₹ 19,464 | 19.40%₹ 97,257 | - | - |
| Kotak Equity Opportunities Fund | 5.22%₹ 10,521 | 7.78%₹ 10,777 | 5.47%₹ 10,546 | 21.94%₹ 12,193 | 19.03%₹ 13,198 | 12.84%₹ 12,732 | 12.98%₹ 27,312 | 26.05%₹ 20,050 | 17.66%₹ 46,698 | 14.36%₹ 19,569 | 17.71%₹ 93,319 | 16.52%₹ 46,169 | 15.36%₹ 2,68,253 |
| Mirae Asset Emerging Bluechip Fund | 4.92%₹ 10,491 | 6.64%₹ 10,663 | 2.08%₹ 10,207 | 13.75%₹ 11,375 | 12.21%₹ 12,775 | 8.33%₹ 11,734 | 6.54%₹ 25,650 | 26.60%₹ 20,319 | 14.03%₹ 44,351 | 15.59%₹ 20,646 | 17.13%₹ 92,015 | 22.57%₹ 76,602 | 18.77%₹ 3,22,218 |
Portfolio Holdings
Top Sector Holdings of Franklin India Equity Advantage Fund
| Name of Sector | Holding Percentage | Holding Values in Crore |
|---|---|---|
| Banks | 19.58% | ₹ 497.19 Cr. |
| Computers - Software | 8.50% | ₹ 231.82 Cr. |
| Personal care | 4.86% | ₹ 123.45 Cr. |
| Pharmaceuticals | 4.79% | ₹ 121.67 Cr. |
| Hospital | 4.69% | ₹ 119.22 Cr. |
| Others | 57.58% | - |
Top Stock Holdings of Franklin India Equity Advantage Fund
| Name of Stocks | Holding Percentage | Holding Values in Crore |
|---|---|---|
| ICICI Bank Ltd. | 5.87% | ₹ 149.13 Cr. |
| HDFC Bank Ltd. | 5.86% | ₹ 148.88 Cr. |
| Reliance Industries Ltd. | 3.86% | ₹ 97.90 Cr. |
| Infosys Ltd. | 3.82% | ₹ 97.10 Cr. |
| Housing Development Finance Corporation Ltd. | 2.43% | ₹ 61.70 Cr. |
| Others | 78.16% | - |
Other Holdings
| Holding Type | Holding Percentage |
|---|---|
| Net Receivables | 3.03% |