Franklin India Equity Advantage Fund Direct Growth

Scheme code: INF090I01IN1 NAV value: ₹ 197.1605 NAV date: 7 May, 2025

Fund option: Direct Fund type: Growth

Asset class: Equity Asset category: Large & Mid Cap Fund

Rolling returns

Summary

Duration	Min (%)	Max (%)	Average return (%)	Category average return (%)
1 year	3.98	49.33	27.34	30.46
3 year	9.68	35.62	18.81	21.66
5 year	-2.32	30.14	12.61	16.04
7 year	5.58	16.69	12.34	15.02
10 year	10.61	17.57	14.44	16.29
12 year	14.28	15.77	15.17	15.16

Comparison vs benchmark returns

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-4.56	37.53	15.51	27.34
3 year	6.28	33.32	15.79	18.81
5 year	3.54	26.02	13.5	12.61
7 year	3.33	15.62	11.71	12.34
10 year	3.49	17.22	10.6	14.44
12 year	3.07	16.17	10.84	15.17
15 year	6.95	15.66	10.88

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-57.24	250.45	139.06	27.34
3 year	9.08	58.7	29.31	18.81
5 year	3.67	48	18.04	12.61
7 year	3.8	31.03	14.14	12.34
10 year	3.8	28.93	12.39	14.44
12 year	3.63	26.65	12.59	15.17
15 year	7.01	32.26	12.89

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-6.49	46.37	20.76	27.34
3 year	7.68	33.37	17.09	18.81
5 year	2.35	27.63	13.51	12.61
7 year	3.76	16.01	12.07	12.34
10 year	3.56	16.94	10.92	14.44
12 year	3.31	16.54	11.01	15.17
15 year	6.56	16.42	10.96

NIFTY LARGEMIDCAP 250

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-36	24.56	-2.59	27.34
3 year	-7.78	14.62	4.22	18.81

Rolling return for 1 year

- Average return: 27.34% - Median return: 31.38% - Average standard deviation: 4.81

Rolling return for 3 year

- Average return: 18.81% - Median return: 17.59% - Average standard deviation: 2.01

Rolling return for 5 year

- Average return: 12.61% - Median return: 12.25% - Average standard deviation: 1

Rolling return for 7 year

- Average return: 12.34% - Median return: 12.46% - Average standard deviation: 0.71

Rolling return for 10 year

- Average return: 14.44% - Median return: 14.65% - Average standard deviation: 0.46

Rolling return for 12 year

- Average return: 15.17% - Median return: 15.22% - Average standard deviation: 0.41

SIP rolling returns

Summary

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.

Duration	Invested amount	Final value	Return	CAGR (%)
1 year	12,00,000	13,16,587	1,16,587	9.72
3 year	36,00,000	46,84,890	10,84,890	9.18
5 year	60,00,000	88,14,479	28,14,479	8.00
7 year	84,00,000	1,33,60,803	49,60,803	6.86
10 year	1,20,00,000	2,49,57,608	1,29,57,608	7.60
12 year	1,44,00,000	3,57,31,659	2,13,31,659	7.87

Comparison vs benchmark returns

Index

Metrics

NIFTY 50

Duration	Average return (%)	Fund's return (%)
1 year	4.9	9.72
3 year	7.3	9.18
5 year	7.48	8
7 year	6.39	6.86
10 year	5.95	7.6
12 year	6.11	7.87

NIFTY 100

Duration	Average return (%)	Fund's return (%)
1 year	44.02	9.72
3 year	20.64	9.18
5 year	13	8
7 year	9.48	6.86
10 year	7.99	7.6
12 year	8.12	7.87

NIFTY 200

Duration	Average return (%)	Fund's return (%)
1 year	6.35	9.72
3 year	8.22	9.18
5 year	7.77	8
7 year	6.6	6.86
10 year	6.23	7.6
12 year	6.37	7.87

NIFTY LARGEMIDCAP 250

Duration	Average return (%)	Fund's return (%)
1 year	3.25	9.72
3 year	1.11	9.18

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹13,16,587 - Absolute Returns: ₹1,16,587 - CAGR: 9.72%

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹46,84,890 - Absolute Returns: ₹10,84,890 - CAGR: 9.18%

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹88,14,479 - Absolute Returns: ₹28,14,479 - CAGR: 8%

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,33,60,803 - Absolute Returns: ₹49,60,803 - CAGR: 6.86%

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹2,49,57,608 - Absolute Returns: ₹1,29,57,608 - CAGR: 7.6%

SIP return for 12 year

- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹3,57,31,659 - Absolute Returns: ₹2,13,31,659 - CAGR: 7.87%