Franklin India Equity Advantage Fund
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1–7 yearsInvestment Horizon
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Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Risk Profile
Standard Deviation15.9%
Sharpe Ratio0.22
Beta1.03
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Portfolio Holdings Overview
SectoralAllocation
Geographic Allocation
Domestic100%
Top Stock Holdings
CompanySectorAllocation
Call, Cash & Other AssetsUtilities3.44%
Swiggy LtdConsumers3.15%
Reliance Industries LtdEnergy & Infra3.11%
Tata Consultancy Services LtdTechnology2.88%
AU Small Finance Bank LtdFinancial Services2.86%
Eternal LtdConsumers2.81%
Mahindra & Mahindra LtdConsumers2.66%
Godrej Consumer Products LtdConsumers2.49%
Endurance Technologies LtdConsumers2.45%
Persistent Systems LtdTechnology2.22%
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Total Expense Ratio (TER)2.02%
Regulatory & Tax Information
INF090I01197
ISINDailyDealing Frequency
BSE 200 India TR INRBenchmark
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)