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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
176.60 +0.65 (0.37%) NAV as on 24 Jun, 2024
  • 5D
  • 1M
  • 6M
  • 1Y
  • 5Y
  • MAX

Key Metrics

  • AUM (in Cr)3203.20
  • CAGR 36.72%
  • Exit Load1.00%
  • Expense ratio2.02%
  • CategoryEquity
  • Min Investment5000
  • Min SIP500
  • Launch Date2005-03-02

Morning Star Rating 1

Moderate
Risk
Exceptional
Return

Asset Allocation

Holdings As On - 25 June 2024

  • Name
  • Value (Cr)
  • Holding %
  • Motherson Sumi Wiring India Ltd
  • 105.84
  • 3.30%
View More

Risk & Volitility

  • Alpha -3.36%
  • Beta 1.08
  • Sharpe Ratio0.78
  • Std Deviation 11.77%
  • 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 3203.20 crores & has delivered CAGR of 17.33% 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 Moderate & Exceptional respectively.

 

The top holdings of the fund include Mahindra & Mahindra, Endurance Technologies, HDFC Bank & Zomato.

 

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

 

Some of the similar funds are UTI Large & Mid Cap Fund Regular Plan Growth, Nippon India Vision Fund - Growth, Edelweiss Large & Mid Fund Growth, Motilal Oswal Large and Midcap Fund Regular Growth, Franklin India Equity Advantage Fund Growth. Franklin India Equity Advantage Fund Growth has a sharpe ratio of 0.78 & a standard deviation of 11.77%.

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 2.02%.
The 5 year annualized return on Franklin India Equity Advantage Fund Growth is 17.33% & it has generated 36.72% 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 3203.20 crores.
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