Franklin India Equity Advantage Fund Direct Growth

Fund Overview

Fund Size

₹3,392 Cr

Expense Ratio

1.07%

ISIN

INF090I01IN1

Minimum SIP

₹1,000

Exit Load

1.00%

Inception Date

01 Jan 2013

About this fund

Franklin India Equity Advantage Fund Direct Growth is a Large & Mid-Cap mutual fund schemes offered by Franklin Templeton Mutual Fund. This fund has been in existence for 13 years, 5 months and 19 days, having been launched on 01-Jan-13.
As of 19-Jun-26, it has a Net Asset Value (NAV) of ₹206.47, Assets Under Management (AUM) of 3391.91 Crores, and an expense ratio of 1.07%.

Franklin India Equity Advantage Fund Direct Growth has given a CAGR return of 13.93% since inception.
The fund's asset allocation comprises around 98.80% in equities, 0.00% in debts, and 1.20% in cash & cash equivalents.
You can start investing in Franklin India Equity Advantage Fund Direct Growth with a SIP of ₹1000 or a Lumpsum investment of ₹5000.

Performance against Category Average

In this section, we compare the returns of the scheme with the category average over various periods. Periods for which the fund has outperformed its category average are marked in green, otherwise red.

1 Year

-0.11%

+3.65% (Cat Avg.)

3 Years

+14.24%

+16.34% (Cat Avg.)

5 Years

+12.02%

+14.85% (Cat Avg.)

10 Years

+12.46%

+14.71% (Cat Avg.)

Since Inception

+13.93%

— (Cat Avg.)

Portfolio Summaryas of 31st May 2026

Equity	₹3,351.21 Cr	98.80%
Others	₹40.7 Cr	1.20%

Top Holdings

All Holdings

Equity

Debt & Others

Name	Type	Amount	Holdings
ICICI Bank Ltd	Equity	₹154.21 Cr	4.55%
Eternal Ltd	Equity	₹135.68 Cr	4.00%
Axis Bank Ltd	Equity	₹133.93 Cr	3.95%
Mahindra & Mahindra Ltd	Equity	₹104.85 Cr	3.09%
Kotak Mahindra Bank Ltd	Equity	₹97.55 Cr	2.88%
HDFC Bank Ltd	Equity	₹96.85 Cr	2.86%
J.B. Chemicals & Pharmaceuticals Ltd	Equity	₹87.74 Cr	2.59%
Marico Ltd	Equity	₹76 Cr	2.24%
State Bank of India	Equity	₹75.44 Cr	2.22%
Persistent Systems Ltd	Equity	₹74.15 Cr	2.19%
Vishal Mega Mart Ltd	Equity	₹74.12 Cr	2.19%
Infosys Ltd	Equity	₹70.08 Cr	2.07%
Max Financial Services Ltd	Equity	₹69.67 Cr	2.05%
Colgate-Palmolive (India) Ltd	Equity	₹67.08 Cr	1.98%
Canara HSBC Life Insurance Co Ltd	Equity	₹65.52 Cr	1.93%
AU Small Finance Bank Ltd	Equity	₹65.14 Cr	1.92%
Larsen & Toubro Ltd	Equity	₹64.53 Cr	1.90%
Hindalco Industries Ltd	Equity	₹64.4 Cr	1.90%
PB Fintech Ltd	Equity	₹63.02 Cr	1.86%
Swiggy Ltd	Equity	₹61.63 Cr	1.82%
Info Edge (India) Ltd	Equity	₹57.35 Cr	1.69%
Endurance Technologies Ltd	Equity	₹57.04 Cr	1.68%
SRF Ltd	Equity	₹56.71 Cr	1.67%
360 One Wam Ltd Ordinary Shares	Equity	₹54.29 Cr	1.60%
UltraTech Cement Ltd	Equity	₹54.19 Cr	1.60%
Dixon Technologies (India) Ltd	Equity	₹54.17 Cr	1.60%
Asian Paints Ltd	Equity	₹53.72 Cr	1.58%
Bharti Airtel Ltd	Equity	₹53.62 Cr	1.58%
Aadhar Housing Finance Ltd	Equity	₹53.09 Cr	1.57%
Clean Max Enviro Energy Solutions Ltd	Equity	₹52.7 Cr	1.55%
Apollo Hospitals Enterprise Ltd	Equity	₹51.77 Cr	1.53%
Sagility Ltd	Equity	₹50.84 Cr	1.50%
United Breweries Ltd	Equity	₹49.83 Cr	1.47%
ICICI Lombard General Insurance Co Ltd	Equity	₹49.66 Cr	1.46%
HDB Financial Services Ltd	Equity	₹49.37 Cr	1.46%
ABB India Ltd	Equity	₹48.57 Cr	1.43%
Godrej Agrovet Ltd Ordinary Shares	Equity	₹48.11 Cr	1.42%
Crompton Greaves Consumer Electricals Ltd	Equity	₹47.17 Cr	1.39%
Tata Motors Ltd	Equity	₹46.82 Cr	1.38%
Brigade Enterprises Ltd	Equity	₹43.52 Cr	1.28%
HCL Technologies Ltd	Equity	₹42.97 Cr	1.27%
Tata Power Co Ltd	Equity	₹41.73 Cr	1.23%
Call, Cash & Other Assets	Cash - Collateral	₹40.7 Cr	1.20%
Max Healthcare Institute Ltd Ordinary Shares	Equity	₹39.88 Cr	1.18%
Sona BLW Precision Forgings Ltd	Equity	₹39.03 Cr	1.15%
Oberoi Realty Ltd	Equity	₹38.47 Cr	1.13%
Coforge Ltd	Equity	₹37.46 Cr	1.10%
JSW Infrastructure Ltd	Equity	₹37.42 Cr	1.10%
Hexaware Technologies Ltd Ordinary Shares	Equity	₹37.12 Cr	1.09%
Lupin Ltd	Equity	₹34.12 Cr	1.01%
Godrej Properties Ltd	Equity	₹34.06 Cr	1.00%
InterGlobe Aviation Ltd	Equity	₹33.7 Cr	0.99%
Power Grid Corp Of India Ltd	Equity	₹32.15 Cr	0.95%
Jubilant Ingrevia Ltd Ordinary Shares	Equity	₹31.97 Cr	0.94%
India Shelter Finance Corporation Ltd	Equity	₹31.91 Cr	0.94%
Delhivery Ltd	Equity	₹29.19 Cr	0.86%
Dabur India Ltd	Equity	₹27.26 Cr	0.80%
Ashok Leyland Ltd	Equity	₹22.85 Cr	0.67%
SKF India (Industrial) Ltd	Equity	₹16.87 Cr	0.50%
Blue Star Ltd	Equity	₹8.9 Cr	0.26%

Allocation By Market Cap (Equity)

Other Allocation

Equity Sector

Debt & Others

Sector	Amount	Holdings
Financial Services	₹1,059.66 Cr	31.24%
Consumer Cyclical	₹566.35 Cr	16.70%
Industrials	₹318.75 Cr	9.40%
Technology	₹315.94 Cr	9.31%
Consumer Defensive	₹268.28 Cr	7.91%
Healthcare	₹264.35 Cr	7.79%
Basic Materials	₹204.28 Cr	6.02%
Utilities	₹126.59 Cr	3.73%
Real Estate	₹116.05 Cr	3.42%
Communication Services	₹110.97 Cr	3.27%

Risk & Performance Ratios

Fund Managers

Venkatesh Sanjeevi

Since October 2021

R. Janakiraman

Since February 2014

Sandeep Manam

Since October 2021

Additional Scheme Detailsas of 31st May 2026

ISIN

INF090I01IN1

Expense Ratio

1.07%

Exit Load

1.00%

Fund Size

₹3,392 Cr

Age

13 years 5 months

Lumpsum Minimum

₹5,000

Fund Status

Open Ended Investment Company

Benchmark

Nifty LargeMidcap 250 TR INR

Investment Objective

To seek to generate long-term capital growth from an actively managed portfolio primarily of Equity and Equity Related Securities. Scheme shall invest in Indian equities,foreign equities and related instruments and debt securities.

Tax Treatment

Capital Gains Taxation:

Dividend Taxation:

Note: As per the Income Tax Budget 2024, mutual funds are subject to capital gains taxation, which includes surcharge and cess based on prevailing income tax rules and the investor’s income. Taxation applies only to realised gains, not notional gains. Please consult your tax advisors to determine the implications or consequences of your investments in such securities.

Similar Large & Mid-Cap Funds

Fund name	Expense Ratio	Exit Load	Fund size	1Y
The Wealth Company Large & Mid Cap Fund Direct Growth Very High Risk	-	1.0%	-	-
The Wealth Company Large & Mid Cap Fund Regular Growth Very High Risk	-	1.0%	-	-
JM Large & Mid Cap Fund Direct Growth Very High Risk	0.7%	1.0%	₹419.59 Cr	-
JM Large & Mid Cap Fund Regular Growth Very High Risk	2.1%	1.0%	₹419.59 Cr	-
Samco Large & Mid Cap Fund Direct Growth Very High Risk	0.9%	1.0%	₹119.26 Cr	-
Samco Large & Mid Cap Fund Regular Growth Very High Risk	2.5%	1.0%	₹119.26 Cr	-
Helios Large & Mid Cap Fund Direct Growth Very High Risk	0.7%	1.0%	₹877.84 Cr	12.1%
Helios Large & Mid Cap Fund Regular Growth Very High Risk	2.3%	1.0%	₹877.84 Cr	10.2%
ITI Large & Mid Cap Fund Regular Growth Very High Risk	2.3%	0.0%	₹731.30 Cr	1.2%
ITI Large & Mid Cap Fund Direct Growth Very High Risk	0.7%	0.0%	₹731.30 Cr	2.9%
Bajaj Finserv Large and Mid Cap Fund Direct Growth Low Risk	0.5%	1.0%	₹2325.71 Cr	3.8%
Bajaj Finserv Large and Mid Cap Fund Regular Growth Low Risk	1.7%	1.0%	₹2325.71 Cr	2.3%
PGIM India Large and Mid Cap Fund Regular Growth Very High Risk	2.4%	0.0%	₹781.86 Cr	0.8%
PGIM India Large and Mid Cap Fund Direct Growth Very High Risk	0.7%	0.0%	₹781.86 Cr	2.5%
WhiteOak Capital Large & Mid Cap Fund Direct Growth Very High Risk	0.5%	0.0%	₹2239.04 Cr	7.5%
WhiteOak Capital Large & Mid Cap Fund Regular Growth Very High Risk	1.7%	0.0%	₹2239.04 Cr	6.0%
LIC MF Large & Mid Cap Fund Direct Growth Very High Risk	0.6%	1.0%	₹2982.85 Cr	2.0%
LIC MF Large & Mid Cap Fund Regular Growth Very High Risk	1.7%	1.0%	₹2982.85 Cr	0.7%
Mirae Asset Emerging Bluechip Direct Growth Very High Risk	0.5%	1.0%	₹42792.20 Cr	6.2%
HDFC Large and Mid Cap Fund Regular Growth Very High Risk	1.6%	1.0%	₹28515.33 Cr	2.6%
Kotak Equity Opportunities Fund Direct Growth Very High Risk	0.6%	1.0%	₹30126.86 Cr	6.2%
HDFC Large and Mid Cap Fund Direct Growth Very High Risk	0.9%	1.0%	₹28515.33 Cr	3.4%
Quant Large and Mid Cap Fund Regular Growth Very High Risk	1.9%	1.0%	₹3423.84 Cr	8.7%
ICICI Prudential Large & Mid Cap Fund Direct Growth Very High Risk	0.7%	1.0%	₹30146.91 Cr	4.2%
Bandhan Core Equity Fund Direct Growth Very High Risk	0.4%	1.0%	₹17460.93 Cr	8.5%
Invesco India Growth Opportunities Fund Direct Growth Very High Risk	0.5%	1.0%	₹10152.74 Cr	11.6%
Nippon India Vision Fund Direct Growth Very High Risk	1.0%	1.0%	₹7232.87 Cr	5.5%
Edelweiss Large & Mid Cap Fund Direct Growth Very High Risk	0.5%	1.0%	₹4556.68 Cr	6.1%
Mahindra Manulife Large & Mid Cap Fund Regular Growth Very High Risk	1.7%	1.0%	₹2717.27 Cr	2.5%
Mahindra Manulife Large & Mid Cap Fund Direct Growth Very High Risk	0.4%	1.0%	₹2717.27 Cr	4.0%
Sundaram large and Mid Cap Fund Regular Growth Very High Risk	1.8%	1.0%	₹6690.34 Cr	7.4%
Motilal Oswal Large and Midcap Fund Regular Growth Very High Risk	1.7%	1.0%	₹17420.43 Cr	11.0%
Motilal Oswal Large and Midcap Fund Direct Growth Very High Risk	0.7%	1.0%	₹17420.43 Cr	12.1%
Invesco India Growth Opportunities Fund Regular Growth Very High Risk	1.5%	1.0%	₹10152.74 Cr	10.4%
Edelweiss Large & Mid Cap Fund Regular Growth Very High Risk	1.9%	1.0%	₹4556.68 Cr	4.6%
Mirae Asset Emerging Bluechip Regular Growth Very High Risk	1.3%	1.0%	₹42792.20 Cr	5.2%
UTI Core Equity Fund Direct Growth Very High Risk	1.0%	1.0%	₹5964.02 Cr	4.8%
Aditya Birla Sun Life Equity Advantage Fund Direct Growth Very High Risk	0.9%	1.0%	₹5666.48 Cr	6.0%
Bank of India Large & Mid Cap Equity Fund Direct Growth Very High Risk	1.0%	1.0%	₹472.53 Cr	8.1%
Canara Robeco Emerging Equities Direct Growth Very High Risk	0.5%	1.0%	₹24497.52 Cr	0.5%
SBI Large & Midcap Fund Direct Growth Very High Risk	0.8%	0.0%	₹39424.46 Cr	7.8%
Sundaram large and Mid Cap Fund Direct Growth Very High Risk	0.8%	1.0%	₹6690.34 Cr	8.5%
Tata Large & Mid Cap Fund Direct Growth Very High Risk	0.6%	0.0%	₹7788.70 Cr	-3.3%
DSP Equity Opportunities Fund Direct Growth Very High Risk	0.5%	1.0%	₹17370.37 Cr	3.1%
Quant Large and Mid Cap Fund Direct Growth Very High Risk	0.7%	1.0%	₹3423.84 Cr	10.1%
Franklin India Equity Advantage Fund Direct Growth Very High Risk	1.1%	1.0%	₹3391.91 Cr	-0.1%
Bank of India Large & Mid Cap Equity Fund Regular Growth Very High Risk	2.0%	1.0%	₹472.53 Cr	6.6%
Kotak Equity Opportunities Fund Regular Growth Very High Risk	1.6%	1.0%	₹30126.86 Cr	5.1%
Aditya Birla Sun Life Equity Advantage Fund Regular Growth Very High Risk	1.6%	1.0%	₹5666.48 Cr	5.2%
Franklin India Equity Advantage Fund Regular Growth Very High Risk	1.6%	1.0%	₹3391.91 Cr	-0.8%

About the AMC

Franklin Templeton Mutual Fund

+91 22 6751 9100

https://www.franklintempletonindia.com/

Total AUM

₹1,27,057 Cr

Address

Indiabulls Finance Centre; Tower 2, 12th and 13th Floor, Mumbai, 400 013

Other Funds by Franklin Templeton Mutual Fund

Fund name	Expense Ratio	Exit Load	Fund size	1Y
Sapphire Equity Long-Short SIF Direct Growth Very High Risk	-	1.0%	-	-
Franklin India Multi-Factor Fund Direct Growth Very High Risk	0.7%	0.0%	₹557.22 Cr	-
Franklin India Multi Asset Allocation Fund Direct Growth Very High Risk	0.3%	0.0%	₹2803.63 Cr	-
Franklin India Low Duration Fund Direct Growth Low to Moderate Risk	0.2%	0.0%	₹427.37 Cr	6.6%
Franklin India Long Duration Fund Direct Growth Moderately High risk	0.3%	0.0%	₹25.86 Cr	3.7%
Franklin India Arbitrage Fund Direct Growth Low Risk	0.2%	0.0%	₹1380.36 Cr	6.8%
Franklin India Medium to Long Duration Fund Direct Growth Moderate Risk	0.3%	0.0%	₹46.04 Cr	4.2%
Franklin India Ultra Short Duration Fund Direct Growth Moderate Risk	0.2%	0.0%	₹323.92 Cr	6.5%
Franklin India Multi Cap Fund Direct Growth Very High Risk	0.4%	1.0%	₹4891.51 Cr	8.5%
Franklin India Multi-Asset Solution Fund of Funds Direct Growth Low to Moderate Risk	0.2%	0.0%	₹135.84 Cr	6.0%
Franklin India Equity Savings Fund Direct Growth Moderate Risk	0.3%	0.0%	₹619.80 Cr	4.4%
Franklin India Overnight Fund Direct Growth Low to Moderate Risk	0.1%	0.0%	₹1120.28 Cr	5.4%
Franklin India Floating Rate Fund Direct Growth Moderate Risk	0.2%	0.0%	₹293.31 Cr	6.2%
Franklin India Credit Risk Fund Direct Growth High Risk	-	3.0%	₹104.00 Cr	7.5%
Franklin India Money Market Fund Direct Growth Low to Moderate Risk	0.1%	0.0%	₹4442.84 Cr	6.2%
Templeton India Value Fund Direct Growth Very High Risk	0.8%	1.0%	₹2086.71 Cr	0.2%
Templeton India Equity Income Fund Direct Growth Very High Risk	1.0%	1.0%	₹2316.94 Cr	1.3%
Franklin India Government Securities Direct Growth Low to Moderate Risk	0.6%	0.0%	₹153.00 Cr	4.3%
Franklin India Corporate Debt Fund Direct Growth Moderate Risk	0.2%	0.0%	₹1345.97 Cr	6.1%
Franklin India Pension Plan Direct Growth Moderately High risk	1.2%	3.0%	₹492.20 Cr	0.6%
Franklin India Short Term Income Plan Direct Growth Moderate Risk	-	0.0%	₹12.51 Cr	6.6%
Franklin Asian Equity Fund Direct Growth Very High Risk	1.1%	1.0%	₹869.62 Cr	55.5%
Franklin India Opportunities Fund Direct Growth Very High Risk	0.5%	1.0%	₹8723.81 Cr	5.1%
Franklin Build India Direct Growth Very High Risk	0.8%	1.0%	₹3159.55 Cr	8.7%
Franklin India Bluechip Fund Direct Growth Very High Risk	0.9%	1.0%	₹7145.03 Cr	-0.1%
Franklin India Flexi Cap Fund Direct Growth Very High Risk	0.8%	1.0%	₹18796.71 Cr	-1.5%
Franklin India Prima Fund Direct Growth Very High Risk	0.8%	1.0%	₹12230.88 Cr	3.3%
Franklin India Equity Advantage Fund Direct Growth Very High Risk	1.1%	1.0%	₹3391.91 Cr	-0.1%
Franklin India Smaller Companies Fund Direct Growth Very High Risk	0.8%	1.0%	₹13847.34 Cr	4.6%
Franklin India Focused Equity Fund Direct Growth Very High Risk	0.8%	1.0%	₹11233.20 Cr	-3.7%
Franklin India Taxshield Fund Direct Growth Very High Risk	0.9%	0.0%	₹6038.73 Cr	-2.8%
Franklin India Technology Fund Direct Growth Very High Risk	0.9%	1.0%	₹1645.16 Cr	-12.9%
Franklin India Equity Hybrid Fund Direct Growth Very High Risk	0.8%	1.0%	₹2289.68 Cr	-0.2%
Franklin India Dynamic Asset Allo FOF Direct Growth Moderately High risk	0.3%	1.0%	₹1223.55 Cr	1.9%
Franklin India NSE Nifty 50 Index Fund Direct Growth Very High Risk	0.2%	0.0%	₹712.85 Cr	-2.1%
Franklin India Feeder - Franklin U.S. Opportunities Fund Direct Growth Very High Risk	0.5%	1.0%	₹5938.56 Cr	27.7%
Franklin India Debt Hybrid Fund Direct Growth Moderately High risk	0.6%	0.0%	₹192.28 Cr	2.1%
Franklin India Feeder - Templeton European Opportunities Fund Direct Growth Very High Risk	0.5%	1.0%	₹18.41 Cr	13.1%
Franklin India Short Term Income Plan Segregated Portfolio 2 Direct Growth Moderate Risk	-	0.0%	₹164.26 Cr	309.1%
Franklin India Income Opportunities Fund Segregated Portfolio 2 Direct Growth Moderate Risk	-	0.0%	₹45.54 Cr	309.1%
Franklin India Low Duration Fund Segregated Portfolio 2 Direct Growth Moderate Risk	-	0.0%	₹47.42 Cr	308.8%
Franklin India Dynamic Accrual Fund Segregated Portfolio 2 Direct Growth Low Risk	-	0.0%	₹29.52 Cr	309.0%
Franklin India Credit Risk Fund Segregated Portfolio 2 Direct Growth Very High Risk	-	0.0%	₹105.84 Cr	309.1%
Franklin India Debt Hybrid Fund Segregated Portfolio 1 Direct Growth Moderately High risk	0.7%	0.0%	-	-
Franklin India Short Term Income Plan Segregated Portfolio 3 Direct Growth Very High Risk	-	0.0%	-	-
Franklin India Balanced Advantage Fund Direct Growth High Risk	0.5%	1.0%	₹2769.68 Cr	1.9%
Franklin India Banking & PSU Debt Fund Direct Growth Moderate Risk	0.2%	0.0%	₹583.15 Cr	6.1%

Risk Level

Your principal amount will be at Very High Risk

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What is the current NAV of Franklin India Equity Advantage Fund Direct Growth?

The NAV of Franklin India Equity Advantage Fund Direct Growth, as of 19-Jun-2026, is ₹206.47.

What are the returns of Franklin India Equity Advantage Fund Direct Growth?

The fund has generated -0.11% over the last 1 year and 14.24% over the last 3 years. However, this does not guarantee that the fund will perform similarly in the future.

What is the portfolio composition of Franklin India Equity Advantage Fund Direct Growth?

The fund's allocation of assets is distributed as 98.80% in equities, 0.00% in bonds, and 1.20% in cash and cash equivalents.

Who manages the Franklin India Equity Advantage Fund Direct Growth?

The fund managers responsible for Franklin India Equity Advantage Fund Direct Growth are:-

Venkatesh Sanjeevi
R. Janakiraman
Sandeep Manam

Disclaimer: Mutual Fund investments are subject to market risks, read all scheme-related documents carefully. The NAVs of the schemes may go up or down depending upon the factors and forces affecting the securities market including the fluctuations in the interest rates. The past performance of the mutual funds is not necessarily indicative of the future performance of the schemes. Investors are requested to review the prospectus carefully and obtain expert professional advice with regard to specific legal, tax and financial implications of the investment/participation in the scheme.

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Franklin India Equity Advantage Fund Direct Growth

Fund Overview