- Mutual Funds
- Franklin Templeton Mutual Fund
- Franklin India Equity Advantage Fund (G)
Franklin India Equity Advantage Fund (G)
₹ 192.0063
NAV (Oct 14)
Large & Mid Cap funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 192.0063
NAV (Oct 14)
Fund Returns
Last 1Y | 38.4% |
Last 3Y | 13.7% |
Last 5Y | 20.4% |
Last 10Y | 13.8% |
Since Inception | 16.2% |
6 Month CAGR | 18.7% |
Scheme Information
The scheme seeks to provide medium to long-term capital appreciation by investing primarily in Large and Mid-cap stocks.
Expense Ratio | 2 |
Launched (0y ago) | 2 |
AUM in Crores | 3797.6 |
ISIN | INF090I01205 |
Lock-in | - |
Benchmark | NIFTY Large Midcap 250 Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | - |
Standard Deviation | 12.8 |
Beta | 0.9 |
Sharpe Ratio | 0.9 |
YTM | - |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Franklin India Equity Advantage Fund (G) | 12,30,642 | 4,98,030 | 20.4% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Asset allocation and Holdings
Top Stock Holdings
Zomato Ltd.
4%Mahindra & Mahindra Ltd.
4%Endurance Technologies Ltd.
3.8%Indusind Bank Ltd.
3.6%Axis Bank Ltd.
3.5%Allocation by Sector
Financial
24.5%Automobile
15.9%Services
13.3%Technology
11.8%Healthcare
7.7%Comparison with Equity Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 26,417 cr | ||
₹ 24,508 cr | ||
₹ 66,206 cr | ||
₹ 51,197 cr | ||
₹ 17,770 cr |
About the AMC
Franklin Templeton Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
17.8% | 15% | ||
21.5% | 15.8% | ||
18.4% | 18.5% | ||
21.3% | 17.1% | ||
18.6% | 21.7% |
Franklin India Equity Advantage Fund (G) Review
Franklin India Equity Advantage Fund (G) is a Large & Mid Cap Equity fund and has delivered an annualised return of 16.243% over a period of 19 years. The fund is managed by Franklin Templeton Mutual Fund. The fund managers are R Janakiraman, Sandeep Manam, Venkatesh Sanjeevi.
Nav of Franklin India Equity Advantage Fund (G) as of 10/14/2024 is ₹192.01 with the total AUM as of 10/16/2024 is ₹3797.574373. With Scripbox you can compare and check the latest nav for all mutual funds in India. Franklin India Equity Advantage Fund (G) was launched on 2005-03-02. The category risk of the fund is Above Average.
The minimum SIP amount for Franklin India Equity Advantage Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
Franklin India Equity Advantage Fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to NIFTY Large Midcap 250 Total Return Index.
It is rated as a 2 fund in Equity and delivered 38.436% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Franklin India Equity Advantage Fund (G).
Frequently Asked Questions
What is Franklin India Equity Advantage Fund (G)?
How to invest in Franklin India Equity Advantage Fund (G)?
You can invest in Franklin India Equity Advantage Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of Franklin India Equity Advantage Fund (G)?
The minimum sip amount for Franklin India Equity Advantage Fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is Franklin India Equity Advantage Fund (G) good to invest in?
As per Scripbox experts, it is a 2 fund. You can invest in it if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the Franklin India Equity Advantage Fund (G)?
The expense ratio of the Franklin India Equity Advantage Fund (G) is 2% for regular plan.
What is the NAV of Franklin India Equity Advantage Fund (G)?
Today's Franklin India Equity Advantage Fund (G) NAV is ₹192.01.