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Franklin India Equity Advantage Fund - Growth

  • Regular
  • Direct
Category : Large & Mid Cap Fund
  • Latest (Updated on 30th Jun 2021)
    Crisil Rank
  • (Updated on 31st Mar 2021)
    Crisil Rank
  • (Updated on 31st Dec 2020)
    Crisil Rank
  • (Updated on 30th Sep 2020)
    Crisil Rank
  • (Updated on 30th Jun 2020)
    Crisil Rank
Should you invest in this fund? - Fund has improved its performance compared to similar funds in the Large & Mid Cap Fund. Existing investors can hold their investments. Fund performance is still average compared to peers so fresh investments can be avoided.

Returns (NAV as on 22nd September, 2021)

Period Invested for ₹10000 Invested on Latest Value Absolute Returns Annualised Returns Category Avg Rank within Category
1 Week 15-Sep-21 9979.60 -0.20% - -0.73% 7/30
1 Month 20-Aug-21 10549.50 5.50% - 7.08% 26/30
3 Month 22-Jun-21 10961.40 9.61% - 12.55% 28/30
6 Month 22-Mar-21 12297.40 22.97% - 24.20% 24/30
YTD 01-Jan-21 13470.10 34.70% - 34.85% 12/30
1 Year 22-Sep-20 17499.30 74.99% 74.99% 65.30% 2/30
2 Year 20-Sep-19 15748.30 57.48% 25.38% 28.95% 23/26
3 Year 21-Sep-18 15253.20 52.53% 15.08% 18.17% 22/24
5 Year 22-Sep-16 17926.80 79.27% 12.38% 14.99% 22/23
10 Year 22-Sep-11 41764.70 317.65% 15.35% 16.59% 16/21
Since Inception 02-Mar-05 121455.40 1114.55% 16.26% 19.79% 17/30

SIP Returns (NAV as on 22nd September, 2021)

Period Invested for ₹1000 SIP Started on Investments Latest Value Absolute Returns Annualised Returns
1 Year 22-Sep-20 12000 15687.03 30.73 % 61.13 %
2 Year 20-Sep-19 24000 37068.19 54.45 % 48.05 %
3 Year 21-Sep-18 36000 56045.49 55.68 % 30.9 %
5 Year 22-Sep-16 60000 95684.88 59.47 % 18.71 %
10 Year 22-Sep-11 120000 272576.95 127.15 % 15.65 %

Compare performance

Category 1 D 1 M 3 M 6 M YTD 1 Y 2 Y 3 Y 5 Y
This Fund 0.66% 5.49% 9.61% 22.97% 35.88% 74.99% 25.38% 15.08% 12.38%
Nifty 50 -0.09% 6.66% 11.25% 19.07% 25.50% 57.32% 24.64% 16.31% 14.62%
Benchmark: Nifty 50 0.71% 8.25% 11.28% 22.82% 34.49% 67.91% 30.91% 18.02% 15.77%
Category Average 0.51% 7.08% 12.55% 24.20% 34.85% 65.30% 28.95% 18.17% 14.99%
Category Rank 8/30 26/30 28/30 24/30 12/30 2/30 23/26 22/24 22/23
Best in Category 1.30% 10.42% 18.09% 29.82% 41.13% 75.31% 36.99% 24.91% 20.84%
Worst in Category -0.05% 4.83% 8.82% 18.45% 26.49% 48.10% 24.42% 13.70% 11.89%

Best Quarters

Period This Fund Nifty 50 Nifty 100 Category Average
Q2 - 2020 24.78% 24.82% 24.78% 18.64%
Q4 - 2020 24.62% 22.46% 22.04% 18.7%
Q4 - 2020 23.22% 22.46% 22.04% 18.7%

Worst Quarters

Period This Fund Nifty 50 Nifty 100 Category Average
Q1 - 2020 -34.11% -29.43% -28.89% -26.59%
Q1 - 2018 -6.43% -2.14% -2.77% -7.36%
Q1 - 2020 -33.97% -29.43% -28.89% -26.59%

Forum

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