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
₹22.4483
-0.01%
(31 Mar)
AUM
3,121 Cr
TER
1.37%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is below 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
+12.3%
+12.3%
+12.3%
+8.3%
+7.3%
+2.1%
3Y
+21.7%
+21.7%
+21.7%
+21.6%
+16.2%
+10.3%
5Y
+32.6%
+32.6%
+32.6%
+29.9%
+27.0%
+25.0%
ALL
+16.5%
+16.5%
+16.5%
+21.8%
+15.4%
+13.6%
VOL
16.6%
16.6%
16.6%
20.2%
-
18.3%
TER
0.8%
0.8%
0.8%
0.6%
-
1.4%
AUM
₹17,818 Cr
₹17,818 Cr
₹17,818 Cr
₹7,625 Cr
-
₹3,121 Cr
INFO
0.99
0.99
0.99
1.08
-
0.74
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 28th Feb
Top holdings
HDFC Bank Ltd
4.6%
Axis Bank Ltd
3.4%
Call, Cash & Other Assets
3.1%
Reliance Industries Ltd
2.9%
Zomato Ltd
2.7%
Godrej Consumer Products Ltd
2.6%
Swiggy Ltd
2.6%
SBI Cards and Payment Services Ltd Ordinary Shares
2.6%
Tata Consultancy Services Ltd
2.4%
Sona BLW Precision Forgings Ltd
2.4%
Top industry exposure
Financial Services
26.7%
Consumer Cyclical
17.4%
Industrials
12.7%
Technology
10.9%
Consumer Defensive
8.0%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
116%
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