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  • Franklin India Equity Advantage Fund Inc Dist cum Cap Wdrl (PIDCW-A)

Formerly Franklin India Equity Advantage DP

Franklin Templeton Mutual Funds

Franklin India Equity Advantage Fund Inc Dist cum Cap Wdrl (PIDCW-A)

EquityDiversified

20.5676

NAV (Oct 25)

9.7%
5 Year CAGR
Scripbox Opinion

Not Recommended

Scripbox recommends other funds for investment in diversified.

Click here to see our recommendations.

Diversified 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 ->

Track Record

16 Years. The fund has an Extended history for analysis and the track record is excellent.

Relative Size

2,872 Cr. Large within the category

Category View

Superior. The category has a superior investment outlook

Consistency Of Performance

Good. The historical performance of the fund has been good

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    Historical growth rate of 12% per annum
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    Recommended Duration > 5 years
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    No Lock-in
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Historical NAV

20.5676

NAV (Oct 25)

Fund Returns

Last 1Y
57%
Last 3Y
14.4%
Last 5Y
9.7%
Last 10Y
13.6%
Since Inception
14.6%
6 Month CAGR
33.5%
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Scheme Information

Investment Objective

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

Low

Low to Moderate

Moderate

Moderately High

High

Very High

risk-indicator-arrow.svg

Very High Risk

Expense Ratio
2.07
Launched (16y ago)
Mar 02, 2005
AUM in Crores
2871.306
ISIN
INF090I01189
Lock-in
No Lock-in
Benchmark
IISL Nifty LargeMidcap 250 TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Fund Managers
user-avatar

Lakshmikanth Reddy

Fund Manager

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Mayank Bukrediwala

Fund Manager

user-avatar

R. Janakiraman

Fund Manager

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Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 9,65,796 ₹ 2,33,18411.25%
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.

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Build Long Term Wealth

Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

  • Inflation beating returns
    Inflation beating returns
  • Grow Wealth , Retirement , Kid's Education
    Grow Wealth , Retirement , Kid's Education
  • One click investing  tracking
    One click investing tracking
comparison

Comparison with Equity Funds

Fund NameScripbox OpinionFund SizeTrack Record

SBI Focused Equity Fund (G)

recommended-badge

₹ 20,371 cr

5

recommended-badge

₹ 5,357 cr

5

recommended-badge

₹ 5,218 cr

5

recommended-badge

₹ 3,953 cr

5

recommended-badge

₹ 3,346 cr

5

amc-icon

About the AMC

Franklin Templeton Asst Mgmt(IND)Pvt Ltd

Franklin Templeton Asst Mgmt(IND)Pvt Ltd manages assets worth 71,125 crores and was set up on 6 October 1995. It's current offering of mutual fund schemes includes 39 equity,179 debt and 27 hybrid funds.

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  • tel-amc-about
    022-67519100
  • mail-amc-about
    services@franklintempleton.com
  • Fund NameScripbox Opinion
    Till Date CAGR
    recommended-badge

    27.5%

    20.5%

    top-ranked-badge

    27.5%

    20.5%

    top-ranked-badge

    27.5%

    20.5%

    top-ranked-badge

    25.2%

    14.5%

    top-ranked-badge

    15.5%

    12.7%

    growth

    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration > 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Grow Wealth , Retirement , Kid's Education
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
    Parag Parikh Flexi Cap fund (Growth)

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    Equity

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    Invesco India Growth Opportunities Fund (Growth)

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    How does Scripbox rate funds?

    Proprietary 4-step system to rate mutual funds

    We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.

    What Scripbox recommendations mean?
    Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Sub-asset Class View

    Sub-asset Class View

    We check if the sub-category of the fund is recommended by us.

    Fund Performance

    Fund Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Impact of Interest Rates

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Attractiveness

    Credit Attractiveness

    We check the credit quality of the underlying instruments present in the fund. Higher the better.

    Equity Funds

    Debt Funds

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    Investing has helped me dream bigger for my life
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    About Franklin India Equity Advantage Fund Inc Dist cum Cap Wdrl (PIDCW-A)

    About Franklin India Equity Advantage Fund Inc Dist cum Cap Wdrl (PIDCW-A)

    Franklin India Equity Advantage Fund Inc Dist cum Cap Wdrl (PIDCW-A) is a Diversified Equity fund and has delivered an annualised return of 14.6% over a period of 16 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 Lakshmikanth Reddy, Mayank Bukrediwala, R. Janakiraman

    Franklin India Equity Advantage Fund Inc Dist cum Cap Wdrl (PIDCW-A) Investment Objective

    To provide medium to long-term capital appreciation by investing primarily in Large and Mid-cap Stocks. . However, there is no assurance that the objective of the scheme will be realized.

    Franklin India Equity Advantage Fund Inc Dist cum Cap Wdrl (PIDCW-A) NAV,AUM,Risk

    The Franklin India Equity Advantage Fund Inc Dist cum Cap Wdrl (PIDCW-A) fund was launched on Mar 02, 2005. The NAV (Net Asset Value) of this Diversified Equity fund as of 2021-10-25 is ₹20.57. The total AUM (Asset Under Management) of the fund as of 26/10/2021 is ₹2871.306. The category risk of the Franklin India Equity Advantage Fund Inc Dist cum Cap Wdrl (PIDCW-A) fund is Very High Risk. The fund charges 2.07 % as expense ratio.

    Franklin India Equity Advantage Fund Inc Dist cum Cap Wdrl (PIDCW-A) Holdings

    The fund’s highest allocation is towards Equity and has invested 96.7% in this asset class. The top three holdings of the fund are , infosys ltd , hdfc bank ltd , axis bank ltd , icici bank ltd , tata power co ltd , indian hotels co ltd , bharti airtel ltd , call,cash & other assets , city union bank ltd , united breweries ltd , the federal bank ltd , bharat electronics ltd , balkrishna industries ltd , apollo hospitals enterprise ltd , larsen & toubro ltd , gujarat state petronet ltd , mahindra cie automotive ltd , pnb housing finance ltd , hindustan unilever ltd , indusind bank ltd , voltas ltd , tata consumer products ltd , ipca laboratories ltd , ashok leyland ltd , indian oil corp ltd , tata motors ltd class a , coromandel international ltd , tech mahindra ltd , cholamandalam financial holdings ltd , dabur india ltd , container corporation of india ltd , cadila healthcare ltd , dr reddy's laboratories ltd , tata chemicals ltd , lemon tree hotels ltd , aditya birla fashion and retail ltd , tube investments of india ltd ordinary shares , kansai nerolac paints ltd , finolex cables ltd , skf india ltd , himatsingka seide ltd , equitas holding ltd , nhpc ltd , petronet lng ltd , hindustan petroleum corp ltd , bharti airtel ltd - rights entitlement ## , k.p.r. mill ltd

    Franklin India Equity Advantage Fund Inc Dist cum Cap Wdrl (PIDCW-A) Sip

    The minimum SIP (Systematic Investment Plan) amount for this 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.

    Franklin India Equity Advantage Fund Inc Dist cum Cap Wdrl (PIDCW-A) Investment volatility and Horizon

    This fund 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 Inc Dist cum Cap Wdrl (PIDCW-A) Review

    Franklin India Equity Advantage Fund Inc Dist cum Cap Wdrl (PIDCW-A) has a score of 1 on a scale of 5. The fund scores 5 out of 5 based on historical performance. As compared to the other funds in its category, Franklin India Equity Advantage Fund Inc Dist cum Cap Wdrl (PIDCW-A) has a score of 4 out of 5 Scipbox has rated this fund 1 out of 5 based on consistency of performance over various years / tenures.

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