Franklin India Equity Advantage Fund Idcw Direct Plan

Risk: Very High
₹ 25.60
NAV (Jul 25,2024)

The Franklin India Equity Advantage Fund - IDCW - Direct Plan is a mutual fund scheme that offers investors the opportunity to invest in Indian equities. With an expense ratio of 1.35%, this fund aims to provide long-term capital appreciation by investing in a diversified portfolio of equity and equity-related securities. The minimum investment required for this plan is ₹5,000, and there is no lock-in period. The fund was established on January 1, 2013, and currently has an asset under management (AUM) of ₹3,138.31.

Franklin India Equity Advantage Fund Idcw Direct Plan Latest Trend

  • 1M
  • 2M
  • 3M

Franklin India Equity Advantage Fund Idcw Direct Plan Latest Trend

Risk Ratios

  • P/E Ratio
    UM_URBAN_MONEY

    38.93
  • P/B Ratio
    UM_URBAN_MONEY

    5.79
  • Alpha
    UM_URBAN_MONEY

    -0.02
  • Beta
    UM_URBAN_MONEY

    0.93
  • Sharpe
    UM_URBAN_MONEY

    0.16
  • Sortino
    UM_URBAN_MONEY

    0.26

Fund Overview

Expense ratio
UM_URBAN_MONEY

1.35%

Exit Load
UM_URBAN_MONEY

0%

Lock-in
UM_URBAN_MONEY

No Lock-in

AUM (Fund Size)
UM_URBAN_MONEY

₹ 3138.31 Cr

Index
UM_URBAN_MONEY

Min. Investment
UM_URBAN_MONEY

SIP ₹5000.00

Scheme Riskometer

Investors understand that their principal will be at
Very High

Investment Return Calculator

as on Jul 27, 2024

Total Invested Amount

3 Months Absolute Return (In %)

6 Months Absolute Return (In %)

1 Year Absolute Return (In %)

3 Year Absolute Return (In %)

5 Year Absolute Return (In %)

₹ 10,000₹ 11,431.97 (14.32%)₹ 12,160.87 (21.61%)₹ 13,712.31 (37.12%)₹ 16,412.63 (64.13%)₹ 24,861.66 (148.62%)
₹ 30,000₹ 34,295.91 (14.32%)₹ 36,482.61 (21.61%)₹ 41,136.93 (37.12%)₹ 49,237.89 (64.13%)₹ 74,584.98 (148.62%)
₹ 50,000₹ 57,159.85 (14.32%)₹ 60,804.35 (21.61%)₹ 68,561.55 (37.12%)₹ 82,063.15 (64.13%)₹ 1,24,308.3 (148.62%)
₹ 80,000₹ 91,455.76 (14.32%)₹ 97,286.96 (21.61%)₹ 1,09,698.48 (37.12%)₹ 1,31,301.04 (64.13%)₹ 1,98,893.28 (148.62%)
₹ 1,00,000₹ 1,14,319.7 (14.32%)₹ 1,21,608.7 (21.61%)₹ 1,37,123.1 (37.12%)₹ 1,64,126.3 (64.13%)₹ 2,48,616.6 (148.62%)

Calculate Your Mutual Fund Returns

₹
  • ₹ 500
  • ₹ 1 Lac
Years
  • 1
  • 30
%
  • 1
  • 30
₹

Total investment

+
₹

Profit

YearInvested Amount(₹)Wealth Gained(₹)Expected Amount(₹)

Fund Portfolio Allocation

  • Holdings
  • Sectors

Name

Assets

  • HDFC Bank Ltd7.62%
  • ICICI Bank Ltd4.46%
  • Reliance Industries Ltd3.83%
  • Endurance Technologies Ltd3.08%
  • LIC Housing Finance Ltd2.90%
  • Ashok Leyland Ltd2.78%
  • Godrej Consumer Products Ltd2.61%
  • Alkem Laboratories Ltd2.59%
  • State Bank of India2.56%
  • IndusInd Bank Ltd2.55%
  • HCL Technologies Ltd2.52%
  • Motherson Sumi Wiring India Ltd2.46%
  • Mahindra & Mahindra Financial Services Ltd2.38%
  • Kotak Mahindra Bank Ltd2.28%
  • Hindalco Industries Ltd2.25%
  • Federal Bank Ltd2.24%
  • Colgate Palmolive India Ltd2.18%
  • Larsen & Toubro Ltd2.13%
  • Interglobe Aviation Ltd2.13%
  • Cognizant Technology Solutions Corp A2.10%
  • Mahindra & Mahindra Ltd2.07%
  • Zomato Ltd2.04%
  • Tata Motors Ltd1.99%
  • SBI Cards and Payment Services Ltd1.97%
  • Deepak Nitrite Ltd1.94%
  • Maruti Suzuki India Ltd1.89%
  • Voltas Ltd1.87%
  • Zee Entertainment Enterprises Ltd1.84%
  • Apollo Hospitals Enterprise Ltd1.82%
  • Info Edge India Ltd1.75%
  • Coforge Ltd1.70%
  • Delhivery Ltd1.61%
  • Life Insurance Corporation Of India1.59%
  • Tata Steel Ltd1.55%
  • Laurus Labs Ltd1.51%
  • Infosys Ltd1.47%
  • SBI Life Insurance Co Ltd1.44%
  • City Union Bank Ltd1.42%
  • JSW Infrastructure Ltd1.39%
  • Eicher Motors Ltd1.37%
  • India Shelter Finance Corporation Ltd1.36%
  • Freshworks Inc1.25%
  • Crompton Greaves Consumer Electricals Ltd1.24%
  • Call Cash & Other Assets1.23%
  • Dalmia Bharat Ltd1.21%
  • Marico Ltd0.92%
  • Max Healthcare Institute Ltd0.74%
  • Tata Motors Ltd DVR0.17%

Holdings Analysis

Fund Managers

VS

Mr. Venkatesh SanjeeviFund Manager

Mr. Venkatesh Sanjeevi is is associated with ICICI Prudential AMC from March 2010 till date and has around 5 years of experience. Earlier he has worked with Edelweiss AMC and Hindustan Unilever Limited.

RJ

Mr. R. JanakiramanAssistant Vice President and Portfolio Manager

Mr. R. Janakiraman has over 15 years of experience in reasearch field and is responsible for providing Equity research Support. He has also worked with Indian Syntans Invt Pvt. Ltd., Citicorp Information Tech Ltd., UTI Securities Exchange Ltd.

SM

Mr. Sandeep ManamFund Manager

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FAQ's

What is the risk level associated with the Franklin India Equity Advantage Fund - IDCW - Direct Plan?

The Franklin India Equity Advantage Fund - IDCW - Direct Plan is categorized as a Very High risk mutual fund.

What is the current NAV (Net Asset Value) of the Franklin India Equity Advantage Fund - IDCW - Direct Plan as of Jul 25,2024?

The current NAV of the Franklin India Equity Advantage Fund - IDCW - Direct Plan as of Jul 25,2024 is INR 25.60.

What are the returns generated by the Franklin India Equity Advantage Fund - IDCW - Direct Plan over the past 1, 3, and 5 years?

The Franklin India Equity Advantage Fund - IDCW - Direct Plan has provided impressive returns of 32.01% in the past year, 17.92% over the past three years, and 15.76% over the past five years.

What is the expense ratio associated with the Franklin India Equity Advantage Fund - IDCW - Direct Plan?

The Franklin India Equity Advantage Fund - IDCW - Direct Plan has an expense ratio of 1.35%.

What is the minimum investment amount required for the Franklin India Equity Advantage Fund - IDCW - Direct Plan?

The Franklin India Equity Advantage Fund - IDCW - Direct Plan has a minimum investment requirement of INR 5000.

Is there a systematic investment plan (SIP) available for the Franklin India Equity Advantage Fund - IDCW - Direct Plan?

Yes, SIP is available for Franklin India Equity Advantage Fund - IDCW - Direct Plan with a minimum monthly investment of INR 5000.

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