Franklin India Equity Advantage (Equity, Multi Cap)

Moderately High
13 yrs 12 monthsStarted on:02 Mar 2005
₹ 2852.59 Cras on: 07 Jun 2018
Long Term Horizon
2.33%
Capital Appreciation

Minimum Investment

  • ₹ 5000.00 for Lumpsum

Investment Objective

The scheme seeks to provide medium to long-term capital appreciation by investing primarily in Large and Mid-cap stocks.

Exit Load

w.e.f 24/08/2009 Entry Load - NIL; Exit Load: 1% if redeemed/switched-out within 1 year from the date of allotment: For SIP/STP, basis registration date

Scheme Documents

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Tenure

TenureReturns (CAGR)
3 Month4.81
1 YR9.34
2 YR13.23
3 YR9.51

SIP Returns

TenureReturns (CAGR)
1 YR6
2 YR11.39
3 YR11.78
5 YR14.66
10 YR15.72

Portfolio

Company Name% Assets
Kotak Mahindra Bank Ltd.6.78
HDFC Bank Ltd.6.68
Axis Bank Ltd.6.07
Mahindra & Mahindra Ltd.5
Hindalco Industries Ltd.3.45
Colgate-Palmolive (India) Ltd.3.16
Grasim Industries Ltd.2.91
Power Grid Corporation of India Ltd.2.88
Kansai Nerolac Paints Ltd.2.86
Infosys Ltd.2.82

Top Sectoral Holdings

Sector Name% Assets
Financial27.86
Energy11.75
Automobile9.4
FMCG8.65
Healthcare6.79
Metals5.16
Technology4.44
Chemicals4.08
Construction3.9
Services3.77

Indicators

LabelValue
Portfolio turnover ratio35.52
Standard Deviation11.93%
Beta0.83%
Sharpe Ratio0.21

R Janakiraman,Srikesh Nair,Lakshmikanth Reddy

Mr. Janakiraman is a B.E and PGDM (Business Management).Mr. Nair is a B.S. Marine Engineering from BITS Pilani and holds a Post Graduate Diploma in Management from Management Development Institute, Gurgaon.Mr. Reddy is a B.Tech in Mechanical Engineering from Jawaharlal Nehru Technical University, Hyderabad and also holds a PGDM from IIM-A.
Prior to joining Franklin Templeton Investments, he has worked with Indian Syntans Inv. Pvt. Ltd., Citicorp Information Tech Ltd. and UTI Securities Exchange Ltd.Prior to joining Franklin Templeton Asset Management (India) Pvt. Ltd. he has worked with Goldman Sachs Services Private Limited (Apr 2011 - May 2015) as an Analyst and Teekay Shipping (Oct 2007 - Apr 2008 ) as a Trainee Marine EngineerPrior to joining Franklin Templeton Mutual Fund he was associated with ICICI Pru Life Insurance Company Ltd. as Head-Equity (Jun 2004-Feb 2016), HSBC Capital Markets as Equity analyst (Apr 2003-May 2004), ABN Amro Asia Equities as Equity Analyst (Feb 2000-Mar 2003), UTI as Buy Side Analyst (Jun 1997-Feb 2000) and Crompton Greaves as Design Executive (Aug 1993-Jun 1995).