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Franklin India Equity Advantage Fund - Direct Idcw Reinvestment

Equity | Large & Mid Cap

(NAV as of 18/04/2024)
22.05 (-0.78)

3Y Returns

9.39%

Min SIP

100

Min Lumpsum

5000

Expense Ratio

1.39%

Fund Size

2780 Cr

Inception Date

01-Jan-13

Fund Manager

Venkatesh Sanjeevi

Exit Load

1% on or before 1Y.

Wealthzi View

Market Risk / Risk Taken Compared to Benchmark

Fund Size

SIP Returns

Risk Adjusted Returns

Extra Returns Over Benchmark

Returns Consistency

Performance Against Inflation

Overall Fund Zi Tag

Asset Allocation

Equity

96.53%

Debt & Others

3.47%

Market Cap Allocation

Large Cap

51.98%

Mid Cap

40.35%

Small Cap

1.53%

Other Cap

6.14%

Sector Allocation

Banks

18.67%

Automobiles

13.20%

Finance

9.36%

Internet and Technology

8.53%

Transporation

5.42%

Top Ten Holdings

ICICI Bank Ltd

5.20%

Reliance Industries Ltd

4.22%

Lic Housing Finance Ltd

3.38%

Endurance Technologies Ltd

3.35%

Mahindra & Mahindra Ltd

2.97%

Investment Objective

To Provide Medium To Long-Term Capital Appreciation By Investing Primarily In Large And Mid-Cap Stocks.

Fund House Detail

AMC Name

Franklin Templeton Asset Management (India) Private Limited

Address

Indiabulls Finance Centre; Tower 2,12th and 13th Floor; Senapati Bapat Marg; Elphinstone Road (W)Mumbai 400013

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Mutual Fund investments are subject to market risks, read all scheme related documents carefully.
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