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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 1
  • Plan
176.20 -0.27 (-0.16%) NAV as on 07 Feb, 2025
  • 5D
  • 1M
  • 6M
  • 1Y
  • 5Y
  • MAX

Key Metrics

  • AUM (in Cr)3491.35
  • CAGR 13.05%
  • Exit Load1.00%
  • Expense ratio2.02%
  • CategoryEquity
  • Min Investment5000
  • Min SIP500
  • Launch Date2005-03-02

Morning Star Rating 1

Medium
Risk
Exceptional
Return

Asset Allocation

Holdings As On - 08 February 2025

  • Name
  • Value (Cr)
  • Holding %
  • Jubilant Foodworks Ltd
  • 95.21
  • 2.73%
View More

Risk & Volitility

  • Alpha -3.36%
  • Beta 1.08
  • Sharpe Ratio0.56
  • Std Deviation 13.48%
  • 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 3491.35 crores & has delivered CAGR of 16.48% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 2.02%. 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 Medium & Exceptional respectively.

 

The top holdings of the fund include Mahindra & Mahindra, ICICI Bank, Axis Bank & HDFC Bank.

 

The major sectors where the fund is invested are Regional Banks, Software & Programming, Auto & Truck Parts & Construction Services.

 

Some of the similar funds are Quant Large and Mid Cap Fund Growth, Edelweiss Large & Mid Fund Growth, Mahindra Manulife Large & Mid Cap Fund Regular Growth, LIC MF Large & Mid Cap Regular Growth, Franklin India Equity Advantage Fund Growth. Franklin India Equity Advantage Fund Growth has a sharpe ratio of 0.56 & a standard deviation of 13.48%.

FAQs about Franklin India Equity Advantage Fund Growth

According to the morning star rating Franklin India Equity Advantage Fund Growth has a Medium 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 2.02%.
The 5 year annualized return on Franklin India Equity Advantage Fund Growth is 16.48% & it has generated 13.05% 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 3491.35 crores.
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