Details

Overview

Riskometer

Quantitative Data

Trailing Return

Top Holdings

Fund Allocation

Peer Analysis

Return Calculator

Similar Funds

About Fund

Faqs

Franklin India Equity Advantage Fund (G)

  • Fund Type:

    Equity

  • Category:

    Large & Mid Cap Fund

  • Fund House:

    Franklin Templeton Mutual Fund

Franklin India Equity Advantage Fund (G) is Large & Mid Cap Fund Fund which belongs to the Franklin India Equity Advantage Fund house. With a total AUM of ₹ 3,375.00 Cr the fund has an all time CAGR of 15.68%. The current NAV of the plan stands at ₹ 191.83 and it comes under the Very High risk category.

The top 3 holdings of the fund are Swiggy (3.15%), Reliance Industr (3.11%) and TCS (2.88%), as of 9 Jun, 2025.

In the last 1 year Franklin India Equity Advantage Fund (G) has trailing returns of 12.72%, which is 3.05% below the category average return of 9.67%.

Peer funds in this Mutual Fund plan category includes Motilal Oswal Large and Midcap Fund - Dir (G)(AUM: ₹ 9,176.39 Cr.) and Invesco India Large & Mid Cap Fund-Dir (G)(AUM: ₹ 6,765.05 Cr.), which have given a return since inception of 26.08% and 18.87%, respectively.

The Fund has Nil and an Exit Load of 1% - If the Units are redeemed / switched out within one year of allotment. (Effect from 24-08-2009). The Expense Ratio for the fund is 2.03%, as of 9 Jun, 2025

NAV

₹ 191.83 0.73%

as on 9 Jun, 2025
CAGR

15.68%

20.3 Yr
Total AUM

3,375.00 Cr

as of 9 Jun, 2025
Expense Ratio

2.03%

Updated: 10 Jun, 2025
Past prformance may or may not be sustained in future

Overview

Lock-InLock-In

Nil

Exit LoadExit Load

1% - If the Units are redeemed / switched out within one year of allotment. (Effect from 24-08-2009)

Expense RatioExpense Ratio

2.03% 9 Jun, 2025

Age of fundAge of fund

20 years and 4 months 2 Mar, 2005

RiskRisk

Very High

Riskometer

LOWModerately
Low
ModerateModerately HighHIGHRiskometer
Riskometer icon

Very High Franklin India Equity Advantage Fund (G)

Trailing Returns

PeriodReturnsCategory Avg
1 Week3.15%2.65%
1 Month8.61%8.92%
3 Months14.94%15.07%
6 Months1.41%-0.79%
1 Year12.72%9.67%
3 Years19.06%22.69%
5 Years25.08%26.17%
Inception15.68%16.50%

Top Holdings

as of 9 Jun, 2025

Swiggy3.15%

Reliance Industr3.11%

TCS2.88%

AU Small Finance2.86%

Eternal Ltd2.81%

M & M2.66%

Godrej Consumer2.49%

Endurance Tech.2.45%

Fund Allocation

Swiggy

3.15%

Reliance Industr

3.11%

TCS

2.88%

AU Small Finance

2.86%

Eternal Ltd

2.81%

Peer Analysis

name1 Week1 Month3 Months6 Months1 Year3 Years5 YearsInception
Scheme Return1.7716.4623.01-2.7021.1332.8431.0724.18
Category Return2.658.9215.07-0.799.6722.6926.1716.50

Return Calculator

Franklin India Equity Advantage Fund (G)
₹1k₹1L
1000
1 Yr5 Yrs
1 Yrs

Invested amount₹0.00

Est. returns₹0.00

Total value₹0.00

About Fund

Franklin India Equity Advantage Fund (G)
Investment Objective

To provide medium to long-term capital appreciation by investing in stocks across the entire market capitalistion range.

Fund Category
  • Large & Mid Cap Fund

An open ended scheme replicating/tracking Nifty LargeMidcap 250 TRI Index.

Fund managers

R Janakiraman

Minimum Investment
  • Rs. 5,000.00 Lumpsum
  • Rs. 5,000.00 SIP– 12 instalments
  • Rs. 1,000.00 Minimum Additional Purchase

    Brand Study

    SIP Calculator

    SIP Investment

    Expected return rate (p.a)

    Time period (Years)

    Invested amount ₹0.00

    Est. returns ₹0.00

    Total value ₹0.00

    Quantitative Data

    • AVG Ratio
      16.72
    • Standard Deviation
      14.10%
    • Semi Standard Deviation
      0.64%
    • Beta Ratio
      0.91
    • R-Square Ratio
      0.94
    • FAMA Ratio
      0.02
    • Sharpe Ratio
      0.75
    • Jenson Ratio
      -2.52
    • Treynor Ratio
      0.04
    • Expense Ratio
      2.11
    • Turnover Ratio
      111.85
    • Sortino Ratio
      1.31