By Cali Crystal             May 19, 2020

Mutual Fund

franklin india equity advantage fund

By Rajendra

Sep 13, 2022

image credit - Franklin  MF

Scheme Analysis

Thick Brush Stroke

Kotak India Equity Advantage Fund

Category 

Large & Mid Cap

Inception

May 5, 2005

Benchmark

Nifty LargeMid250

Scribbled Arrow

AUM  - 2,779 Cr

Fund Manager

Venkatesh Sanjeevi

· The fund invests minimum 35% in large-cap and minimum 35% in mid-cap companies.

· Balance 30% allocation can be across large, mid and small cap companies, depending upon  which type of companies have relatively better growth potential

Top 5 Holding

HDFC Bank

ICICI Bank

Infosys

HCL Tech

United Breweries

5.75

5.43

4.08

3.88

3.25

Total  -  22.39

Financial Service

IT

FMCG

Thick Brush Stroke

Top 5 Sector -53.82%

17.52

13.18

9.60

7.46

6.06

Capital Good

Oil

Thick Brush Stroke

Scheme Performance

Exit Load

upto 1 year - 1%

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As on 30 Aug. 2022

1 Year

3 Year

5 Year

Period

Returns

4.19%

18.54%

10.25%

Thick Brush Stroke

SIP Performance

Exit Load

upto 1 year - 1%

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As on 30 Aug. 2022

1 Year

3 Year

5 Year

Period

Value

12,301

50,097

87,618

Returns

8.76%

22.74%

15.18%

Monthly SIP of 1,000