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
₹24.8061
+1.09%
(6 Jun)
AUM
3,375 Cr
TER
1.34%
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
+23.7%
+23.7%
+21.6%
+13.9%
+13.6%
+10.7%
3Y
+33.3%
+33.3%
+29.0%
+18.8%
+28.4%
+22.2%
5Y
+32.1%
+32.1%
+27.5%
+24.9%
+30.0%
+25.8%
ALL
+25.6%
+25.6%
+18.7%
+14.9%
+16.3%
+15.6%
VOL
20.5%
20.5%
19.8%
18.3%
17.5%
-
TER
0.7%
0.7%
0.7%
1.3%
0.6%
-
AUM
₹10,840 Cr
₹10,840 Cr
₹6,765 Cr
₹3,375 Cr
₹8,408 Cr
-
INFO
1.25
1.25
0.95
0.82
0.93
-
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 30th Apr
Top holdings
Reliance Industries Ltd
3.2%
Tata Consultancy Services Ltd
3.0%
AU Small Finance Bank Ltd
2.9%
Eternal Ltd
2.8%
Axis Bank Ltd
2.8%
Mahindra & Mahindra Ltd
2.7%
Godrej Consumer Products Ltd
2.6%
Call, Cash & Other Assets
2.5%
HDFC Bank Ltd
2.5%
SBI Life Insurance Co Ltd
2.4%
Top industry exposure
Financial Services
25.9%
Consumer Cyclical
20.8%
Industrials
11.0%
Technology
9.8%
Consumer Defensive
8.6%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
112%
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