• Mutual Funds
  • 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

18.3126

NAV (Aug 16)

10.1%
5 Year CAGR
Scripbox Opinion
Not Recommended
Click here for top ranked funds in large & mid cap mutual funds.

However, Scripbox does not recommend investing in large & mid cap mutual funds.

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

₹ 2,720 Cr

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

Outperformance Consistency

Neutral

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

View all 7 analysis

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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

18.3126

NAV (Aug 16)

Fund Returns

Last 1Y

6.4%

Last 3Y

18.2%

Last 5Y

10.1%

Last 10Y

14.7%

Since Inception

14.7%

6 Month CAGR

2.2%

Scheme Information

Investment Objective

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

Expense Ratio

2.13

Launched (17y ago)

Mar 02, 2005

AUM in Crores

2720.168

ISIN

INF090I01189

Lock-in

No Lock-in

Benchmark

IISL Nifty LargeMidcap 250 TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Fund Managers

Sandeep Manam

Fund Manager

Venkatesh Sanjeevi

Fund Manager

R. Janakiraman

Fund Manager

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%965,796 233,18411.25%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 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 2022-08-16

Top Stock Holdings

hdfc bank ltd

5.7%
5.7%

icici bank ltd

5.4%
5.4%

infosys ltd

4.3%
4.3%

hcl technologies ltd

3.5%
3.5%

united breweries ltd

3.3%
3.3%
See all holdings

Allocation by Sector

financial services

32.4%
32.4%

technology

14.9%
14.9%

healthcare

13.9%
13.9%

consumer cyclical

13.7%
13.7%

consumer defensive

9.8%
9.8%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
Nippon India Value Fund (G)
Nippon India Value Fund (G)

₹ 4,507 cr

₹ 14,233 cr

₹ 14,233 cr

₹ 4,507 cr

₹ 4,507 cr

About the AMC

Franklin Templeton Asst Mgmt(IND)Pvt Ltd

Franklin Templeton Asst Mgmt(IND)Pvt Ltd manages assets worth 65,158 crores and was set up on 6 October 1995. It's current offering of mutual fund schemes includes 39 equity,183 debt and 27 hybrid funds.

amc-img

  • 022-67519100
  • services@franklintempleton.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    14.8%

    16.4%

    14.8%

    16.4%

    14.8%

    16.4%

    20.9%

    13.6%

    25.1%

    14.1%

    Investment Calculator

    Investment Duration5 years

    0

    Total Investment

    0

    Wealth Gained

    0

    Total Corpus Created (₹)

    With CAGR of 11.25 % in 5 years

    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 17 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 8/16/2022 is ₹18.31 with the total AUM as of 8/17/2022 is ₹2720.168. 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 6.4% 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 stocks 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 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 2.13% for regular plan.