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

Franklin India Equity Advantage IDCW Reinvest Direct Plan

NAV
₹23.0405
-1.46%
(25 Apr)
AUM
3,273 Cr
TER
1.36%
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
+10.5%
+9.4%
+9.4%
+9.4%
+6.7%
+4.0%
3Y
+14.7%
+23.9%
+23.9%
+23.9%
+17.4%
+22.6%
5Y
+25.8%
+30.4%
+30.4%
+30.4%
+26.1%
+29.3%
ALL
+14.4%
+15.8%
+15.8%
+15.8%
+15.5%
+21.9%
VOL
18.4%
17.5%
17.5%
17.5%
-
20.5%
TER
1.4%
0.6%
0.6%
0.6%
-
0.5%
AUM
₹3,273 Cr
₹7,967 Cr
₹7,967 Cr
₹7,967 Cr
-
₹8,713 Cr
INFO
0.79
0.90
0.90
0.90
-
1.07
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 Reinvest (DR)
₹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 Mar
Top holdings
HDFC Bank Ltd
4.0%
Axis Bank Ltd
3.5%
Reliance Industries Ltd
3.0%
Godrej Consumer Products Ltd
2.9%
Tata Consultancy Services Ltd
2.8%
Eternal Ltd
2.5%
Call, Cash & Other Assets
2.5%
Swiggy Ltd
2.4%
Grasim Industries Ltd
2.3%
ICICI Bank Ltd
2.3%
Top industry exposure
Financial Services
26.8%
Consumer Cyclical
18.9%
Industrials
12.9%
Technology
9.5%
Healthcare
8.2%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
-
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