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Scheme Overview

Franklin India Equity Advantage Fund - Growth Plan

(Erstwhile Franklin India Flexi Cap Fund-Growth Plan)

Category: Equity: Large and Mid Cap
Launch Date: 05-03-2005
Asset Class: Equity
Benchmark: NIFTY Large Midcap 250 TRI
Expense Ratio: 2.02% As on (31-05-2025)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 349.1 Cr As on (30-05-2025)
Turn over: 75.96
NAV as on 13-06-2025

188.709

-0.58 (-0.3079%)

CAGR Since Inception

15.57%

NIFTY Large Midcap 250 TRI 16.23%

PERFORMANCE of Franklin India Equity Advantage Fund - Growth Plan

Scheme Performance (%) Data as on - 13-06-2025

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Franklin India Equity Advantage Fund - Growth Plan 9.21 19.95 24.68 12.05 15.57
NIFTY LARGE MIDCAP 250 TRI 6.28 22.75 27.17 16.44 16.23
Equity: Large and Mid Cap 5.24 23.11 25.34 14.85 14.83

Fund Managers

Venkatesh Sanjeevi, R. Janakiraman Sandeep Manam (dedicated for making investments for Foreign Securities)

Investment Objective

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

RETURNS CALCULATOR for Franklin India Equity Advantage Fund - Growth Plan

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Key Performance and Risk Statistics of Franklin India Equity Advantage Fund - Growth Plan

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Franklin India Equity Advantage Fund - Growth Plan 11.77 0.77 -2.53 0.91 - -
Equity: Large and Mid Cap - - - - - -

PEER COMPARISION

Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Franklin India Equity Advtg Gr 05-03-2005 9.21 22.01 19.95 24.68 12.05
Motilal Oswal Large and MidCap Reg Gr 01-10-2019 15.06 32.7 33.43 30.26 0.0
Invesco India Large and Mid Cap Gr 09-08-2007 14.39 31.87 28.81 26.04 15.81
PGIM India Large and Mid Cap Reg Gr 12-02-2024 9.04 0.0 0.0 0.0 0.0
ICICI Pru Large & MidCap Gr 09-07-1998 8.98 26.58 25.46 29.35 15.75
Whiteoak Capital Large & Mid Cap Reg Gr 22-12-2023 8.42 0.0 0.0 0.0 0.0
UTI Large & Mid Cap Fund Reg Gr 01-08-2005 7.95 27.07 25.92 28.2 14.15
Bandhan Core Equity Reg Gr 09-08-2005 7.69 29.59 28.79 28.72 15.72
Edelweiss Large & MidCap Reg Gr 14-06-2007 6.62 22.34 22.79 25.17 14.78
SBI Large & MidCap Reg Gr 28-02-1993 6.39 19.73 21.96 25.93 14.96

Asset Allocation (%)

PORTFOLIO ANALYSIS of Franklin India Equity Advantage Fund - Growth Plan

Portfolio as on

Top 10 Sectors in portfolio (%)

Top 10 Stocks in portfolio (%)