- Mutual Funds
- Franklin Templeton Mutual Funds
- Franklin India Equity Advantage Fund (PIDCW-A)
Formerly Franklin India Equity Advantage DP
Franklin India Equity Advantage Fund (PIDCW-A)
₹ 18.6285
NAV (Sep 29)
Large & mid cap funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).
Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 18.6285
NAV (Sep 29)
Fund Returns
Last 1Y | 15.8% |
Last 3Y | 24% |
Last 5Y | 11.8% |
Last 10Y | 15% |
Since Inception | 14.4% |
6 Month CAGR | 19.3% |
Scheme Information
To provide medium to long-term capital appreciation by investing primarily in Large and Mid-cap Stocks.
Expense Ratio | 2 |
Launched (18y ago) | Mar 02, 2005 |
AUM in Crores | 2846.249 |
ISIN | INF090I01189 |
Lock-in | No Lock-in |
Benchmark | IISL Nifty LargeMidcap 250 TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 15 |
Standard Deviation (5yr) | 21.1 |
Beta (3yr) | 0.96 |
Beta (5yr) | 1.04 |
Sharpe Ratio (3yr) | 1.197 |
Sharpe Ratio (5yr) | 0.406 |
YTM | 0 |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Franklin India Equity Advantage Fund (PIDCW-A) | 9,79,519 | 2,46,907 | 11.8% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Asset allocation and Holdings
Top Stock Holdings
hdfc bank ltd
6.2%icici bank ltd
6%reliance industries ltd
3.6%call,cash & other assets
3%infosys ltd
2.8%Allocation by Sector
financial services
32.5%consumer cyclical
14.4%technology
10.7%industrials
8.5%consumer defensive
8.4%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 17,630 cr | ||
₹ 11,862 cr | ||
₹ 11,197 cr | ||
₹ 10,089 cr | ||
₹ 9,392 cr |
About the AMC
Franklin Templeton Asst Mgmt(IND)Pvt Ltd
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
2.8% | 14.7% | ||
2.8% | 14.7% | ||
2.8% | 14.7% | ||
36.5% | 16.4% | ||
29.5% | 14.1% |
Franklin India Equity Advantage Fund (PIDCW-A) Review
Franklin India Equity Advantage Fund (PIDCW-A) is a Large & Mid Cap Equity fund and has delivered an annualised return of 14.4% over a period of 18 years. The fund was previously known as Franklin India Equity Advantage DP. The fund is managed by Franklin Templeton Asst Mgmt(IND)Pvt Ltd. The fund managers are R. Janakiraman, Sandeep Manam, Venkatesh Sanjeevi.
Nav of Franklin India Equity Advantage Fund (PIDCW-A) as of 9/29/2023 is ₹18.63 with the total AUM as of 10/4/2023 is ₹2846.249. With Scripbox you can compare and check the latest nav for all mutual funds in India. Franklin India Equity Advantage Fund (PIDCW-A) was launched on Mar 02, 2005. The category risk of the fund is Very High Risk.
The minimum SIP amount for Franklin India Equity Advantage Fund (PIDCW-A) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
Franklin India Equity Advantage Fund (PIDCW-A) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to IISL Nifty LargeMidcap 250 TR INR.
Franklin India Equity Advantage Fund (PIDCW-A) is rated as a 1 fund in Equity and delivered 15.8% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Franklin India Equity Advantage Fund (PIDCW-A).
Frequently Asked Questions
What is Franklin India Equity Advantage Fund (PIDCW-A)?
How to invest in Franklin India Equity Advantage Fund (PIDCW-A)?
You can invest in Franklin India Equity Advantage Fund (PIDCW-A) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of Franklin India Equity Advantage Fund (PIDCW-A)?
The minimum sip amount for Franklin India Equity Advantage Fund (PIDCW-A) is ₹1000. You can invest in multiples of ₹5000.
Is Franklin India Equity Advantage Fund (PIDCW-A) good to invest in?
As per Scripbox experts, Franklin India Equity Advantage Fund (PIDCW-A) is a Not Recommended fund. You can investFranklin India Equity Advantage Fund (PIDCW-A) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the Franklin India Equity Advantage Fund (PIDCW-A)?
The expense ratio of the Franklin India Equity Advantage Fund (PIDCW-A) is 2% for regular plan.