Franklin India Equity Advantage IDCW Payout Direct Plan
SIP amount
Min. ₹500
Lumpsum amount
Min. ₹5,000

Franklin India Equity Advantage IDCW Payout Direct Plan

NAV
₹25.0827
+0.67%
(24 Jun)
AUM
3,491 Cr
TER
1.31%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is above its 200 days moving average
Total Expense Ratio (TER) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+14.2%
+14.2%
+14.1%
+14.1%
+9.2%
+4.9%
3Y
+31.4%
+31.4%
+34.9%
+34.9%
+20.4%
+24.0%
5Y
+27.5%
+27.5%
+31.2%
+31.2%
+24.8%
+25.3%
ALL
+18.7%
+18.7%
+25.2%
+25.2%
+15.0%
+15.5%
VOL
19.7%
19.7%
20.5%
20.5%
18.3%
-
TER
0.7%
0.7%
0.7%
0.7%
1.3%
-
AUM
₹7,274 Cr
₹7,274 Cr
₹10,840 Cr
₹10,840 Cr
₹3,491 Cr
-
INFO
0.95
0.95
1.23
1.23
0.82
-
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
Franklin Equity Advantage IDCW Payout (DP)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 31st May
Top holdings
Call, Cash & Other Assets
3.4%
Swiggy Ltd
3.2%
Reliance Industries Ltd
3.1%
Tata Consultancy Services Ltd
2.9%
AU Small Finance Bank Ltd
2.9%
Eternal Ltd
2.8%
Mahindra & Mahindra Ltd
2.7%
Godrej Consumer Products Ltd
2.5%
Endurance Technologies Ltd
2.5%
Persistent Systems Ltd
2.2%
Top industry exposure
Financial Services
23.7%
Consumer Cyclical
20.6%
Industrials
10.9%
Technology
10.0%
Healthcare
9.8%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
111%
Lock-in period
-
Exit load
• 1% for redemption within 365 days
Fund objective
To provide medium to long-term capital appreciation by investing primarily in Large and Mid-cap Stocks.
Fund manager(s)
Venkatesh Sanjeevi
R. Janakiraman
Sandeep Manam

FAQs