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franklin india equity advantage fund direct growth
Franklin India Equity Advantage Fund Direct Growth

Franklin India Equity Advantage Fund Direct Growth

  • Very High Risk
  • Equity
  • Large and Mid-Cap
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NAV as on Nov 26, 2025
i
Price per unit of the scheme.
₹ 217.98500.91%1 Day Change
-0.22%
Minimum Investment₹5000
Expense Ratio1.02%

FUND RATING

A holistic measure of the rank of a fund relative to its peers. Top funds receive a score of 5.
3
Scheme Rating
*Morningstar Rating Methodologyi
i

RISK-O-METER

Level of risk associated with a mutual fund to help investors make informed investment decisions
 

bt_logoFUND PERFORMANCE

As On Jan 01, 2023
Compare fund’s performance against category average across different time periods


No Data Found.
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
For calculating Category Return & Scheme Ranking, only Growth & Direct schemes are considered.

bt_logoFUND COMPARISON

1M3M6M1Y3Y5Y
This Fund
Franklin India Equity Advantage Fund Direct Growth
VS
Equity: Large and Mid-Cap Average NAV
    Topper in Equity: Large and Mid-Cap
    All Fund


    No Data Found.
    *For the other fund, rescaled NAVs are used
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    bt_logoRETURN CALCULATOR

    Check the return on your investment in the fund
    Franklin India Equity Advantage Fund Direct Growth
    Investment Type
    Monthly Investment
    Time Period (yrs)
    Annual Return in %
    • Invested Amount
      ₹0
    • Return
      ₹0
    • Current Value
      ₹0

    bt_logoFUND SUMMARY

    Benchmark
    IISL Nifty LargeMidcap 250 TR INR
    Expense Ratio
    1.02%
    Category Avg Expense Ratio
    0.80%
    Minimum Investment (Lumpsum/SIP)
    ₹ 5000 /₹ 1000
    Lock In (Years)
    No Lock-in
    Fund Size
    ₹ 3,687.53 Cr(As on Oct, 2025)
    Inception Date
    Jan 01, 2013
    Turnover
    57.61 %
    Exit Load
    In respect of each purchase of Units - 1% if the Units are redeemed/switched-out within one year of allotment

    bt_logoABOUT THE FUND

    Objective: To provide medium to long-term capital appreciation by investing primarily in Large and Mid-cap Stocks.

    Franklin India Equity Advantage Fund Direct Growth is an Equity - Large and Mid-Cap fund. The fund was launched inJan 01, 2013. Its risk level is . The NAV of the fund as onNov 26, 2025 is ₹217.99. Its expense ratio is 1.02 %. The fund has an AUM of ₹3,687.53 Cr.The fund is managed byVenkatesh Sanjeevi,Sandeep Manam,R. Janakiraman.
    The minimum initial investment is  ₹5000 in Lumpsum mode.

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    bt_logoFUND MANAGER

    Venkatesh Sanjeevi
    Venkatesh Sanjeevi
    i
    Lead Fund Manager.
    Oct 18, 2021 - Present
    • Fund Manager Rank26Out of 26
      i
      Rank measured on the basis of consistent alpha the fund manager delivered in the same category over a period of three years (factors only Direct plan, Growth option)
    • Schemes managed9
    • Total AUM₹ 31,360.74 Cr
    • Highest Return In 1 Yr13.78 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    Franklin India Equity Advantage Fund Direct Growth
    ₹ 217.99
    -0.22%
    -0.26%
    Very High Risk
    ₹3,687.53Cr
    Franklin India Bluechip Fund Direct Growth
    ₹ 1,187.75
    1.94%
    1.27%
    Very High Risk
    ₹7,925.01Cr
    Franklin India Balanced Advantage Fund Direct Growth
    --
    ₹ 15.49
    0.77%
    0.92%
    Very High Risk
    ₹2,840.66Cr
    Franklin India Equity Advantage Fund Direct Growth
    Very High Risk
    • NAV₹ 217.99
    • Fund Size₹3,687.53Cr
    Fund Return-0.22%
    Category Return-0.26%
    Franklin India Bluechip Fund Direct Growth
    Very High Risk
    • NAV₹ 1,187.75
    • Fund Size₹7,925.01Cr
    Fund Return1.94%
    Category Return1.27%
    Franklin India Balanced Advantage Fund Direct Growth
    Very High Risk--
    • NAV₹ 15.49
    • Fund Size₹2,840.66Cr
    Fund Return0.77%
    Category Return0.92%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Sandeep Manam
    Sandeep Manam
    i
    Lead Fund Manager.
    Oct 18, 2021 - Present
    • Schemes managed21
    • Total AUM₹ 98,805.40 Cr
    • Highest Return In 1 Yr23.01 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    Franklin India Flexi Cap Fund Direct Growth
    ₹ 1,879.86
    1.07%
    0.67%
    Very High Risk
    ₹19,796.16Cr
    Franklin India Equity Advantage Fund Direct Growth
    ₹ 217.99
    -0.22%
    -0.26%
    Very High Risk
    ₹3,687.53Cr
    Franklin India Focused Equity Fund Direct Growth
    ₹ 126.48
    1.36%
    -0.41%
    Very High Risk
    ₹12,668.75Cr
    Franklin India Flexi Cap Fund Direct Growth
    Very High Risk
    • NAV₹ 1,879.86
    • Fund Size₹19,796.16Cr
    Fund Return1.07%
    Category Return0.67%
    Franklin India Equity Advantage Fund Direct Growth
    Very High Risk
    • NAV₹ 217.99
    • Fund Size₹3,687.53Cr
    Fund Return-0.22%
    Category Return-0.26%
    Franklin India Focused Equity Fund Direct Growth
    Very High Risk
    • NAV₹ 126.48
    • Fund Size₹12,668.75Cr
    Fund Return1.36%
    Category Return-0.41%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    R. Janakiraman
    R. Janakiraman
    i
    Lead Fund Manager.
    Feb 28, 2014 - Present
    • Schemes managed8
    • Total AUM₹ 74,895.11 Cr
    • Highest Return In 1 Yr7.40 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    Franklin India Flexi Cap Fund Direct Growth
    ₹ 1,879.86
    1.07%
    0.67%
    Very High Risk
    ₹19,796.16Cr
    Franklin India Opportunities Fund - Direct - Growth
    ₹ 290.66
    -0.51%
    -%
    Very High Risk
    ₹8,188.58Cr
    Franklin India Smaller Companies Fund Direct Growth
    ₹ 192.66
    -0.54%
    -1.67%
    Very High Risk
    ₹13,789.53Cr
    Franklin India Flexi Cap Fund Direct Growth
    Very High Risk
    • NAV₹ 1,879.86
    • Fund Size₹19,796.16Cr
    Fund Return1.07%
    Category Return0.67%
    Franklin India Opportunities Fund - Direct - Growth
    Very High Risk
    • NAV₹ 290.66
    • Fund Size₹8,188.58Cr
    Fund Return-0.51%
    Category Return--
    Franklin India Smaller Companies Fund Direct Growth
    Very High Risk
    • NAV₹ 192.66
    • Fund Size₹13,789.53Cr
    Fund Return-0.54%
    Category Return-1.67%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoDETAILED PORTFOLIO

    As on Oct, 2025
    EQUITY (97.86%)
    DEBT (-%)
    CASH (2.14%)
    Allocation by Market Cap
    Large Cap(39.25%)
    Mid Cap(35.87%)
    Small Cap(17.41%)
    Industry Holdings
    • -%
    Stock Holdings
    • State Bank of India3.92%
    • Info Edge (India) Ltd3.44%
    • J.B. Chemicals & Pharmaceuticals Ltd3.00%
    • HCL Technologies Ltd2.97%
    • Swiggy Ltd2.96%
    • HDFC Bank Ltd2.96%

    bt_logoPERFORMANCE MEASURES

    Fund evaluation across critical parameters for better decision making. Study period is 3 years.
    • Consistency
      i
      It represents the consistency of a fund in beating its benchmark.
    • Downside Risk
      i
      Measured by Maximum Drawdown which shows the maximum loss from a peak to a nadir over a specified time period
    • Risk Adjusted Return
      i
      Risk adjusted return represents the return generated after factoring the risk taken to achieve it.
    • Volatility
      i
      Volatility represents the standard deviation of fund returns that is, how much the fund returns have deviated from the average.
    • Upside Capture Ratio
      i
      Fund performance relative to the index when the market is up. An upside capture ratio of >100 indicates better fund performance.
    • Downside Capture Ratio
      i
      Fund performance relative to the index when the market is down. A downside capture ratio of <100 indicates better fund performance.

    bt_logoHISTORICAL RISK MEASURES

    Statistical measures to evaluate mutual fund risk. All ratios are calculated for a three-year time duration.
    • Alpha: Excess return of the fund over benchmark
      i
      Any Alpha above zero is considered good. However, for comparison, a fund with a higher Alpha is considered better. Alpha is normally used in conjunction with Beta. If the Beta is high, it implies that the fund manager took a high risk to generate Alpha.
      0.36
      This Fund
      VS
      0.40
      Category Avg
    • R-Squared: How well the fund tracks benchmark
      i
      R-Squared measures the correlation of fund returns and its benchmark returns. It varies between 0 and 1. The metric, Beta makes no sense if R-Squared is equal to zero. Thus, both Beta and R-Squared should be used in conjunction. A fund with a high R-Squared and low Beta is considered a less risky fund.
      91.51
      This Fund
      VS
      89.58
      Category Avg
    • Beta: Risk of the fund in relation to benchmark
      i
      Beta >1 indicates that the fund is more volatile than its benchmark while Beta < 1 indicates that the fund is less volatile than its benchmark. The Beta of the benchmark is equal to 1.
      0.93
      This Fund
      VS
      0.96
      Category Avg
    • Sharpe Ratio: Risk adjusted return of the fund
      i
      Sharpe Ratio is a measure of return per unit of risk. A higher Sharpe ratio indicates better risk adjusted return given by the fund.
      0.86
      This Fund
      VS
      0.86
      Category Avg
    • Sortino Ratio: Return per unit of bad risk
      i
      A variation of Sharpe ratio, Sortino considers only the downside risk. Unlike Sharpe ratio which considers both good risk and bad risk, Sortino factors only the bad risk. A high Sortino ratio indicates better return for each unit of downside risk.
      1.46
      This Fund
      VS
      1.40
      Category Avg
    • Standard Devation: Volatility of the fund
      i
      Standard deviation is a measure of dispersion of fund returns from its average return. A fund with a higher Standard deviation is more volatile than a fund with a low standard deviation.
      13.22
      This Fund
      VS
      13.83
      Category Avg
    Benchmark used in calculation : S&P BSE 500 India TR INR

    bt_logoPEER ANALYSIS

    1M
    3M
    6M
    1Y
    3Y
    5Y
    • card
    • table
    Fund NameMorningstar RatingNAV Fund Return Category ReturnRisk Fund Size
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoTOP FUNDS FROM THIS AMC

    1M
    3M
    6M
    1Y
    3Y
    5Y
    • card
    • table
    Fund NameMorningstar RatingNAV Fund Return Category Return Risk Fund Size (Cr)
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoABOUT THE AMC

    company icon
    Franklin Templeton Asst Mgmt(IND)Pvt Ltd
    Franklin Templeton Asst Mgmt(IND)Pvt Ltd manages assets worth ₹ 1,20,502.81 crores. It’s current offering of mutual fund schemes includes 17 equity, 19 debt and 7 hybrid schemes.
    phone icon
    Phone
    +91 22 - 67519100
    mail icon
    Email
    aum
    AUM
    ₹ 1,20,502.81 Cr (
    As on Oct 31, 2025
    )
    location
    Address
    Senapati Bapat Marg, Elphinstone Road (West), Mumbai Mumbai,400 013

    bt_logoFAQ's

    What is the category of Franklin India Equity Advantage Fund Direct Growth ?
    The category of Franklin India Equity Advantage Fund Direct Growth is Equity - Large and Mid-Cap
    What is the current NAV of Franklin India Equity Advantage Fund Direct Growth ?
    The current NAV of Franklin India Equity Advantage Fund Direct Growth as on Nov 26, 2025 is ₹217.99
    How safe is Franklin India Equity Advantage Fund Direct Growth ?
    The risk level of Franklin India Equity Advantage Fund Direct Growth is Very High.
    What are short term returns given by Franklin India Equity Advantage Fund Direct Growth ?
    The return given by Franklin India Equity Advantage Fund Direct Growth in 1 month is -0.22%, 3 months is 0.86%, 6 months is 6.22%, and 1 year is 6.69%
    What are the long term returns given by Franklin India Equity Advantage Fund Direct Growth ?
    The return given by Franklin India Equity Advantage Fund Direct Growth in 3 years is 17.73% and 5 years is 19.86%.
    What is the expense ratio of Franklin India Equity Advantage Fund Direct Growth ?
    The expense ratio of Franklin India Equity Advantage Fund Direct Growth is 1.02%
    What is the AUM of Franklin India Equity Advantage Fund Direct Growth ?
    The assets under Management (AUM) of Franklin India Equity Advantage Fund Direct Growth is Rs 3,687.53 crores.
    What is the minimum investment in Franklin India Equity Advantage Fund Direct Growth ?
    The minimum Lumpsum investment in Franklin India Equity Advantage Fund Direct Growth is ₹5,000.00 and the minimum SIP investment in Franklin India Equity Advantage Fund Direct Growth is ₹1,000.00
    What is the asset allocation of Franklin India Equity Advantage Fund Direct Growth?
    Franklin India Equity Advantage Fund Direct Growth has an exposure of 97.86% in Equity and 2.14% in Cash & Money Market Securities

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