Franklin India Equity Advantage Fund Direct Growth

Scheme code: INF090I01IN1 NAV value: ₹ 188.0027 NAV date: 15 April, 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	17.43	27.34
3 year	6.28	33.32	15.57	18.81
5 year	0.74	26.02	12.91	12.61
7 year	3.33	15.62	11.64	12.34
10 year	3.49	17.22	10.65	14.44
12 year	3.07	16.17	10.8	15.17
15 year	6.95	15.66	10.87

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-6.1	44.02	20.9	27.34
3 year	6.56	32.12	15.66	18.81
5 year	1	26.2	12.75	12.61
7 year	3.8	15.42	11.84	12.34
10 year	3.8	18	11.09	14.44
12 year	3.63	16.86	11.19	15.17
15 year	7.01	16.36	11.19

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-6.49	46.37	22.67	27.34
3 year	7.68	33.37	17	18.81
5 year	0.71	27.63	13.15	12.61
7 year	3.76	16.01	12.04	12.34
10 year	3.56	16.94	10.94	14.44
12 year	3.31	16.54	10.99	15.17
15 year	6.56	16.42	10.95

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	5.83	9.72
3 year	7.35	9.18
5 year	7.28	8
7 year	6.36	6.86
10 year	5.93	7.6
12 year	6.09	7.87

NIFTY 100

Duration	Average return (%)	Fund's return (%)
1 year	6.79	9.72
3 year	7.51	9.18
5 year	7.25	8
7 year	6.38	6.86
10 year	6.15	7.6
12 year	6.3	7.87

NIFTY 200

Duration	Average return (%)	Fund's return (%)
1 year	7.26	9.72
3 year	8.25	9.18
5 year	7.64	8
7 year	6.58	6.86
10 year	6.21	7.6
12 year	6.36	7.87

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%