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you are here: Moneycontrol Mutual Funds Diversified Equity Franklin Templeton Mutual Fund Franklin India Equity Advantage Fund (G)

Franklin India Equity Advantage Fund (G)

Previous Name: Franklin India Flexi Cap Fund - (G)
Plan: Regular | Option: Growth | Type : Open-Ended | AMFI Code: 102883
Fact Sheet Buy
79.717 0.25 ( 0.32 %)
NAV as on 22 Jun, 2018
Crisil MF Rank
Riskometer
MODERATELY HIGH
FUND CLASS
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Info

Below average performance in the category

The scheme is ranked 4 in Diversified Equity category by Crisil (for quarter ended Mar 2018 ) rank unchanged from last quarter. If you are already invested in this scheme, you may continue to stay invested. But, do keep a check on its performance.

Franklin India Flexi Cap Fund has been renamed as Franklin India Equity Advantage Fund

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  • View Historic Graph

Returns (NAV as on Jun 22, 2018)
Period Returns(%) Rank#
1 Month 1.0 64
3 Months 4.5 32
6 Months -2.6 72
1 Year 8.7 76
2 Years 12.7 159
3 Years 8.5 144
5 Years 19.5 61

# Moneycontrol Rank within 221 Diversified Equity Schemes

*Returns over 1 year are Annualised

* Calculation Remark - Dividends are reinvested at the rate of return

Absolute Returns (in %)
Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2018 -5.9 - - - -
2017 11.4 4.4 1.6 9.5 30.9
2016 -1.6 7.2 4.1 -6.8 3.5
2015 5.2 -1.4 -2.6 -1.4 1.7
2014 7.7 20.6 7.4 11.1 55.2
2013 -6.5 -2.1 -1.5 15.0 6.3

View where it stands within its peers

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Performance

Fund returns v/s Category average (Large Cap)

* Returns over 1 year are Annualised
  1mth(%) 3mth(%) 6mth(%) 1yr(%) 2yr(%) 3yr(%) 5yr(%)
Fund Returns 1 4.5 -2.6 8.7 8.7 12.7 8.5
Category average 0 0.7 -4.7 5.5 13.9 9.2 11.8
Difference of Fund returns and Category returns 1 3.8 2.1 3.2 -5.2 3.5 -3.3
Best of Category 3.5 12 13.1 32.6 26.8 24.7 28.9
Worst of Category -6.6 -16.8 -25.4 -19.4 0.8 0.2 7.1
Benchmark returns # 1.7 4.4 -1.4 10.4 16.3 10.5 16.4
Difference of Fund returns and Benchmark returns -0.7 0.1 -1.2 -1.7 -7.6 2.2 -7.9
# Benchmark Index: NIFTY 500

Investment Information

Investment Objective

An open-end diversified equity fund that seeks to provide medium to longterm capital appreciation by investing in stocks across the entire market capitalization range.

Registrars
  • Fund Type:

    Open-Ended

  • Investment Plan:

    Growth

  • Launch Date:

    Feb 02, 2005

  • Benchmark:

    NIFTY 500

  • Asset size (Rs Cr):

    2720.35 ( Mar 31, 2018 )

  • Asset Date:

    Mar 31, 2018

  • Minimum Investment:

    Rs.5000

  • Last Dividend:

    N.A. View Dividend History

  • Bonus:

    N.A.

  • Fund Manager:

    R. Janakiraman / Lakshmikanth Reddy
    View performance of schemes managed by the Fund Manager

  • Notes:

    Franklin India Flexi Cap Fund has been renamed as Franklin India Equity Advantage Fund

Load Details
  • Entry Load:

    N.A

  • Exit Load:

    1.00%

  • Load Comments:

    Exit Load 1% if units are redeemed / switched-out within 1 year from the date of allotment.

Contact Details
peer comparison
Fund Crisil Rank Assets(Rs Cr.) Current NAV 3mth(%) 6mth(%) 1yr(%) 3yr(%) 5yr(%)
ICICI Prudential Multi-Asset Fund - Institutional Plan (G) 0.05 24.9 0.3 -3.4 9.2 11.7 19.4
ICICI Prudential Value Discovery Fund (G) 14,066.47 144.4 3.8 -1.4 7.6 7.9 23.2
ICICI Prudential Value Discovery Fund - Direct Plan (G) 2,820.26 152.3 4.0 -0.9 8.7 9.2 24.4
Franklin India Equity Fund - Direct Plan (G) 2,189.31 615.5 4.2 -1.2 10.2 11.0 20.8
Franklin India Equity Fund (G) 9,650.87 584.4 3.9 -1.7 9.0 9.8 19.6
*Returns over 1 year are Annualised

Portfolio

Top 10 Holdings As on May 31, 2018
Company Sector Value %Assets
Kotak Mahindra Banking/Finance 177.42 6.26
HDFC Bank Banking/Finance 171.46 6.05
Axis Bank Banking/Finance 165.45 5.84
M&M Automotive 150.82 5.32
Colgate Cons NonDurable 97.68 3.78
Hindalco Metals & Mining 107.25 3.45
Infosys Technology 79.96 2.92
Power Grid Corp Utilities 82.70 2.92
Kansai Nerolac Chemicals 82.73 2.82
IOC Oil & Gas 79.37 2.80
Asset Allocation (%) As on May 31, 2018
Equity 96.58
Others 1.08
Debt 0.00
Mutual Funds 0.00
Money Market 0.00
Cash / Call 2.32
Sector Allocation (%) As on May 31, 2018
Sector %
Banking/Finance 25.46
Automotive 9.58
Oil & Gas 8.63
Utilities 6.12
Pharmaceuticals 5.47
Chemicals 4.91
Concentration As on May 31, 2018
Holdings %
Top 5 27.25
Top 10 96.58
Sectors %
Top 3 43.67
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