Franklin India Equity Advantage Fund (Equity, Equity Large & Midcap)

Moderately High
14 yrs 12 monthsStarted on:02 Mar 2005
₹ 2623.39 Cras on: 25 Feb 2020
Long Term Horizon
2.03%
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)
1 YR5.10
2 YR0.22
3 YR4.58

SIP Returns

TenureReturns (CAGR)
1 YR2.65
2 YR1.04
3 YR1.55
5 YR4.5
10 YR10.33

Portfolio

Company Name% Assets
Axis Bank Ltd.8.3
HDFC Bank Ltd.4.85
ICICI Bank Ltd.4.78
Infosys Ltd.4.52
Bharti Airtel Ltd.3.94
Cholamandalam Financial Holdings Ltd.3.26
Tata Chemicals Ltd.3.15
Tata Power Co. Ltd.3.12
Mahindra & Mahindra Ltd.3.02
Grasim Industries Ltd.2.91

Top Sectoral Holdings

Sector Name% Assets
Financial29.56
Energy15.1
Automobile7.58
Chemicals6.56
Technology6.23
Healthcare5.39
Services5.17
Metals4.78
Construction4.47
FMCG4.35

Indicators

LabelValue
Portfolio turnover ratio29.28
Standard Deviation12.32%
Beta0.86%
Sharpe Ratio0.17

R Janakiraman,Lakshmikanth Reddy,Pyari Menon

Mr. Janakiraman is a B.E and PGDM (Business Management).Mr. Reddy is a B.Tech in Mechanical Engineering from Jawaharlal Nehru Technical University, Hyderabad and also holds a PGDM from IIM-A.Mr. Menon has done Master of Business Administration (The University of Melbourne) and Bachelor of Technology (IIT Madras).
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 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).Prior to joining Franklin Templeton Asset Management (India) Pvt. Ltd (April 2019- till date), he has worked with Tano Capital (September 2012 – December 2018), Daiwa Securities (November 2010-April 2012), Intellectual Ventures (March 2009-November 2010).