Last NAV: 122.83

FRANKLIN INDIA EQUITY ADVANTAGE FUND   -   Growth

(Old Name : FRANKLIN INDIA FLEXI CAP FUND )

INVESTMENT OBJECTIVE : An open-end diversified equity fund that seeks to provide medium to long-term capital appreciation by investing in stocks across the entire market capitalization range. The fund will invest 75-100 per cent in large-cap stocks

Annualized Return Last 5 years Last 3 years Last 1 year Year To date Month to date
16.73% 13.24% 17.72% 79.63% 37.42% 3.93%
Sharpe Ratio Sortino Ratio Calmar Ratio Volatility Max drawdown Positive Months
0.81 1.03 0.27 20.56% -61.04% 63.82%
Riskometer
Moderately-High
Investors understands that their principle will be at moderately high risk

Key Specifications

Category Equity: Large & MidCap
AUM INR   2,815.05   Cr.
Inception Date 09/02/2005
Minimum Initial Investment INR   5000
Minimum Subsequent Investment INR   1000
TurnOver 13.35
Expense Ratio 2.08

Year Jan Feb March April May June July Aug Sept Oct Nov Dec Total
2005 0.00 0.00 -3.31 -3.11 8.57 4.24 8.89 6.17 7.69 -7.67 14.49 6.69 48.85
2006 6.74 4.61 10.44 4.48 -11.56 -4.61 1.49 10.20 5.93 4.55 3.75 1.59 41.91
2007 1.33 -8.06 -0.25 7.17 6.07 3.05 5.02 -1.31 10.83 11.99 0.17 6.27 49.05
2008 -14.98 -3.09 -12.65 7.99 -3.27 -18.12 3.42 3.20 -8.10 -22.87 -4.20 8.43 -51.63
2009 -6.22 -5.02 8.85 15.75 30.47 0.30 9.30 2.45 6.38 -3.48 6.57 4.88 88.73
2010 -4.58 -0.21 7.57 1.85 -4.76 4.75 3.55 3.12 9.39 0.43 -1.84 0.97 21.01
2011 -8.97 -4.39 9.52 0.55 -2.14 0.59 -1.68 -8.59 -0.29 5.62 -8.36 -4.99 -22.25
2012 12.04 4.12 -1.79 -1.24 -6.32 5.34 1.53 0.44 7.32 0.29 6.49 0.71 31.45
2013 1.99 -6.03 -1.72 1.62 0.10 -2.99 -1.69 -4.48 5.86 10.93 0.95 3.49 7.07
2014 -2.98 2.92 8.34 0.87 12.02 6.45 1.22 4.38 2.03 6.02 4.19 0.62 55.90
2015 6.06 -0.22 -0.34 -2.67 3.91 -1.34 3.71 -4.82 -0.27 1.30 -0.71 -2.16 1.96
2016 -3.93 -6.46 10.02 2.51 2.17 2.04 3.18 2.90 -1.48 0.51 -4.57 -1.92 4.00
2017 4.89 4.47 1.84 2.69 1.49 0.26 4.17 -0.80 -1.08 5.31 0.80 3.64 31.13
2018 0.29 -3.98 -2.83 5.38 -0.31 -3.04 2.58 5.01 -9.14 -3.46 3.74 1.69 -4.99
2019 -2.35 -1.58 8.24 -1.69 1.32 -0.81 -6.81 -1.27 4.34 2.37 0.44 0.65 2.11
2020 1.64 -7.66 -29.64 13.55 -2.12 8.92 4.95 7.82 -2.06 2.62 15.94 6.27 12.02
2021 1.47 8.59 -0.06 1.01 7.45 5.29 1.18 3.84 3.93 0.00 0.00 0.00 37.42
all values are in %


Allocation Mandate

Equity Allocation Min: 70   Max: 100
Debt Allocation Min: 0   Max: 30
Commodity Allocation Min: 0   Max: 0
Money Market Min: 0   Max: 30

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About Fund Managers:

Mayank Bukrediwala Franklin

  • Job Since 24/08/2020
  • About Mr. Bukrediwala has done PGDBM and Bachelor of Technology. Prior to joining Franklin Templeton Mutual Fund he has worked with Goldman Sachs.

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