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
₹25.0232
+1.02%
(4 Feb)
AUM
3,491 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
+24.4%
+24.4%
+13.8%
+13.4%
+9.6%
+9.6%
3Y
+22.0%
+22.0%
+16.4%
+11.9%
+23.3%
+23.3%
5Y
+24.0%
+24.0%
+19.5%
+17.4%
NA
NA
ALL
+24.8%
+24.8%
+15.3%
+14.7%
+30.1%
+30.1%
VOL
20.0%
20.0%
-
18.3%
16.0%
16.0%
TER
0.5%
0.5%
-
1.3%
0.8%
0.8%
AUM
₹9,001 Cr
₹9,001 Cr
-
₹3,491 Cr
₹1,540 Cr
₹1,540 Cr
INFO
1.24
1.24
-
0.80
1.88
1.88
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 Dec
Top holdings
Mahindra & Mahindra Ltd
4.3%
ICICI Bank Ltd
3.9%
Axis Bank Ltd
3.8%
HDFC Bank Ltd
3.0%
SBI Cards and Payment Services Ltd Ordinary Shares
2.9%
Kotak Mahindra Bank Ltd
2.9%
Jubilant Foodworks Ltd
2.7%
Endurance Technologies Ltd
2.7%
Reliance Industries Ltd
2.7%
Godrej Properties Ltd
2.6%
Top industry exposure
Financial Services
30.0%
Consumer Cyclical
15.2%
Industrials
13.4%
Technology
10.5%
Healthcare
7.8%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
106%
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