Comprehensive analysis of Franklin India Equity Advantage Fund-Direct (IDCW) (15833) providing detailed insights into fund performance, portfolio holdings, risk metrics, expense ratios, and investment recommendations.
Franklin Templeton Asset Management (I) Pvt.Ltd.
To provide medium to long-term capital appreciation by investing in stocks across the entirre market capitalisation range.
A comprehensive at-a-glance view of key mutual fund health indicators
Good Returns
High Risk
Moderate Expenses
Equity Focused
Experienced Team
Average Quality
Showing 1Y NAV history
Performance across different time periods
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Outperformance vs benchmark
Fund manager experience
Recent performance momentum
Market exposure level
Historical performance consistency
Fund management costs
Assets under management
Risk-adjusted returns
This fund has underperformed its benchmark by 2.72% over the 3Y period.
See how your money can grow and compare with popular investment options
Disclaimer: Returns are illustrative and based on assumed rates. Mutual fund investments are subject to market risk. Please read scheme documents carefully.
| Company | Industry | % Assets |
|---|---|---|
| Net CA & Others | Debt Others | 4.56% |
| Swiggy Ltd | E-Commerce/App based Aggregator | 3.82% |
| Swiggy Ltd | E-Commerce/App based Aggregator | 3.76% |
| Eternal Ltd | E-Commerce/App based Aggregator | 3.54% |
| State Bank of India | Banks | 3.43% |
| Tata Consultancy Services Ltd | IT - Software | 3.22% |
| Tata Consultancy Services Ltd | IT - Software | 3.19% |
| Eternal Ltd | E-Commerce/App based Aggregator | 2.95% |
| J B Chemicals & Pharmaceuticals Ltd | Pharmaceuticals | 2.84% |
| Mahindra & Mahindra Ltd | Automobile | 2.79% |
Compare against Large & Mid Cap Fund category average
This comparison shows how the fund performs relative to the Large & Mid Cap Fund category average. Positive values indicate outperformance, while negative values show underperformance.
Compare with similar funds in Large & Mid Cap Fund category
| Fund Name | NAV | 6M | 1Y | 3Y |
|---|---|---|---|---|
| Nippon India Vision Large & Mid Cap Fund - Dir (G) | ₹1590.44 | 3.74% | 6.91% | 26.82% |
| Nippon India Vision Large & Mid Cap Fund - (G) | ₹1479.79 | 3.44% | 6.34% | 26.16% |
| ICICI Pru Large & Mid Cap Fund - Direct (G) | ₹1124.57 | 9.25% | 9.93% | 27.01% |
| Aditya Birla SL Large & Mid Cap Fund - Dir (G) | ₹1015.87 | 3.49% | 3.26% | 20.31% |
| ICICI Pru Large & Mid Cap Fund - (G) | ₹1006.98 | 8.78% | 8.97% | 25.90% |
| Aditya Birla SL Large & Mid Cap Fund (G) | ₹913.74 | 3.10% | 2.45% | 19.34% |
| DSP Large & Mid Cap Fund - Direct (G) | ₹697.25 | 4.22% | 5.88% | 26.68% |
| SBI Large & Midcap Fund - Direct (G) | ₹678.82 | 5.84% | 7.47% | 24.31% |
| SBI Large & Midcap Fund (G) | ₹625.95 | 5.40% | 6.53% | 23.23% |
| DSP Large & Mid Cap Fund - Regular (G) | ₹624.47 | 3.69% | 4.81% | 25.44% |
A seasoned investment professional with over 13 years of experience in equity research and fund management. Known for consistent performance and a disciplined investment approach focused on quality growth stocks.