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  • Franklin Templeton Mutual Funds
  • Franklin India Equity Advantage Fund (PIDCW-A)

Formerly Franklin India Equity Advantage DP

Franklin Templeton Mutual Funds

Franklin India Equity Advantage Fund (PIDCW-A)

EquityLarge & Mid Cap

21.5859

NAV (Jun 14)

14.3%
5 Year CAGR
Scripbox Opinion
Neutral
Click here for top ranked funds in large & mid cap mutual funds.

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.

Our analysis of this fundLearn how we rate funds ->

Fund Size

Neutral

The performance of the fund on a Fund Size metric has been Neutral

Outperformance Consistency

Satisfactory

The performance of the fund on a Outperformance Consistency metric has been Satisfactory

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

21.5859

NAV (Jun 14)

Fund Returns

Last 1Y
37.1%
Last 3Y
16.3%
Last 5Y
17%
Last 10Y
13.7%
Since Inception
16%
6 Month CAGR
16.6%

Scheme Information

Investment Objective

To provide medium to long-term capital appreciation by investing primarily in Large and Mid-cap Stocks.

Expense Ratio
2.02
Launched (19y ago)
Mar 02, 2005
AUM in Crores
3203.198
ISIN
INF090I01189
Lock-in
No Lock-in
Benchmark
Nifty LargeMidcap 250 TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
12.9
Standard Deviation (5yr)
21.4
Beta (3yr)
0.87
Beta (5yr)
1.04
Sharpe Ratio (3yr)
0.459
Sharpe Ratio (5yr)
0.422
YTM
0
Fund Managers

Sandeep Manam

Fund Manager

Venkatesh Sanjeevi

Fund Manager

R. Janakiraman

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Franklin India Equity Advantage Fund (PIDCW-A)70%10,45,123 3,12,51114.3%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

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

Last updated on 2024-06-14

Top Stock Holdings

mahindra & mahindra ltd

4.4%
4.4%

endurance technologies ltd

4.1%
4.1%

hdfc bank ltd

4.1%
4.1%

zomato ltd

3.8%
3.8%

icici bank ltd

3.6%
3.6%
See all holdings

Allocation by Sector

consumer cyclical

26.2%
26.2%

financial services

26%
26%

industrials

13.5%
13.5%

technology

8.4%
8.4%

healthcare

8.1%
8.1%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
Mirae Asset ELSS Tax Saver Fund (G)
Mirae Asset ELSS Tax Saver Fund (G)

₹ 22,620 cr

₹ 15,161 cr

₹ 19,454 cr

₹ 55,459 cr

₹ 42,669 cr

amc-img

About the AMC

Franklin Templeton Asst Mgmt(IND)Pvt Ltd

Franklin Templeton Asst Mgmt(IND)Pvt Ltd manages assets worth 99,533 crores and was set up on 6 October 1995. It's current offering of mutual fund schemes includes 39 equity,207 debt and 30 hybrid funds.amc-img
phone-img022-67519100
Fund NameScripbox Opinion
Till Date CAGR

26.1%

17.1%

21.9%

18.4%

20.7%

14.8%

21.2%

21.6%

23.7%

15.5%

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 14.7% over a period of 19 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 6/14/2024 is ₹21.59 with the total AUM as of 6/18/2024 is ₹3203.198. 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 Nifty LargeMidcap 250 TR INR.

Franklin India Equity Advantage Fund (PIDCW-A) is rated as a 2 fund in Equity and delivered 25.5% 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)?

Franklin India Equity Advantage Fund (PIDCW-A) is a Large & Mid Cap Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

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 Neutral 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 2.02% for regular plan.