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Business News/Market/Market Stats/    Franklin India Equity Advantage Fund Growth

Franklin India Equity Advantage Fund Growth

+
  • Equity
  • Large & Mid-Cap
  • Rating 2
  • Plan
163.12 +1.07 (0.66%) NAV as on 10 Apr, 2024
  • 5D
  • 1M
  • 6M
  • 1Y
  • 5Y
  • MAX

Key Metrics

  • AUM (in Cr)3138.44
  • CAGR 38.29%
  • Exit Load1.00%
  • Expense ratio2.04%
  • CategoryEquity
  • Min Investment5000
  • Min SIP500
  • Launch Date2005-03-02

Morning Star Rating 2

Moderate
Risk
Exceptional
Return

Asset Allocation

Holdings As On - 12 April 2024

  • Name
  • Value (Cr)
  • Holding %
  • Motherson Sumi Wiring India Ltd
  • 109.51
  • 3.46%
View More

Risk & Volitility

  • Alpha -3.36%
  • Beta 1.08
  • Sharpe Ratio0.91
  • Std Deviation 12.25%
  • Tracking Error 4.92%

About Fund

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

 

The Franklin India Equity Advantage Fund Growth has an AUM of 3138.44 crores & has delivered CAGR of 15.01% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 2.04%. The minimum investment in Franklin India Equity Advantage Fund Growth is Rs 5000 and the minimum SIP is Rs 500.

 

As per morningstar the risk & return rating of the fund are Moderate & Exceptional respectively.

 

The top holdings of the fund include ICICI Bank, Reliance Industries, Infosys & Zomato.

 

The major sectors where the fund is invested are Regional Banks, Software & Programming, Personal & Household Prods. & Consumer Financial Services.

 

Some of the similar funds are Bandhan Core Equity Fund - Growth, Edelweiss Large & Mid Fund Growth, HSBC Large and Mid Cap Fund Regular Growth, Franklin India Equity Advantage Fund Growth, Motilal Oswal Large and Midcap Fund Regular Growth. Franklin India Equity Advantage Fund Growth has a sharpe ratio of 0.91 & a standard deviation of 12.25%.

FAQs about Franklin India Equity Advantage Fund Growth

According to the morning star rating Franklin India Equity Advantage Fund Growth has a Moderate risk & Exceptional return.
Franklin India Equity Advantage Fund Growth is managed by Venkatesh Sanjeevi,R. Janakiraman,Sandeep Manam.
The expense ratio of Franklin India Equity Advantage Fund Growth is 2.04%.
The 5 year annualized return on Franklin India Equity Advantage Fund Growth is 15.01% & it has generated 38.29% in the last 1 year.
The minimum investment in Franklin India Equity Advantage Fund Growth is 5000 Rs.
Franklin India Equity Advantage Fund Growth has an AUM of 3138.44 crores.
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