NRI from all over the world (excluding U.S.A. & Canada) can invest in this fund
SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671
₹21.96
-2.85%
NAV as on 16 Jan 25, 12:00 AM
very high risk
large & mid cap
equity
NAV as on 16 Jan 25, 12:00 AM
very high risk
large & mid cap
equity
19.46%p.a.
Last 1Y
13.63%p.a.
Last 3Y
17.23%p.a.
Last 5Y
15.12%p.a.
Since Inception
About Franklin India Equity Advantage Fund Reinvestment Inc Dist cum Cap Wdrl for NRIs
NRIs can achieve long-term capital appreciation by investing in the Franklin India Equity Advantage Fund Reinvestment Inc Dist cum Cap Wdrl scheme from Franklin Templeton Asst Mgmt(IND)Pvt Ltd. It is a Large & Mid-Cap mutual fund scheme that predominantly invests in Large & Mid-Cap stocks of companies. Launched on Mar 2005, Franklin India Equity Advantage Fund Reinvestment Inc Dist cum Cap Wdrl is Large & Mid-Cap fund of its category with 3,544.78 Cr fund under management as on Jan 2025. The expense ratio of this fund is less than that of most other Fund category Large & Mid-Cap funds.
- Franklin India Equity Advantage Fund Reinvestment Inc Dist cum Cap Wdrl delivered 19.5% annual returns during the last year. It has delivered 15.1% average annual returns since the fund was launched.
- Franklin India Equity Advantage Fund Reinvestment Inc Dist cum Cap Wdrl scheme tends to consistently deliver higher returns than most schemes in the same category.
- The scheme has predominantly invested in equity
Fund Objective
To provide medium to long-term capital appreciation by investing primarily in Large and Mid-cap Stocks.
Top 10 Holdings
Mahindra & Mahindra Ltd
4.15%
Axis Bank Ltd
4.02%
ICICI Bank Ltd
3.89%
Zomato Ltd
3.04%
SBI Cards and Payment Services Ltd Ordinary Shares
3.03%
HDFC Bank Ltd
3.01%
Jubilant Foodworks Ltd
2.88%
Endurance Technologies Ltd
2.88%
Kotak Mahindra Bank Ltd
2.79%
Reliance Industries Ltd
2.78%
Fund Managers
- Venkatesh Sanjeevi (Oct 2021 - Present)
- R. Janakiraman (Feb 2014 - Present)
- Sandeep Manam (Oct 2021 - Present)
Key Information
View Scheme Document
Franklin India Equity Advantage Fund Reinvestment Inc Dist cum Cap Wdrl SIP Calculator
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NRI Mutual Fund Tax on Franklin India Equity Advantage Fund Reinvestment Inc Dist cum Cap Wdrl
Just like for resident investors, capital gains from mutual fund investments are subject to income tax for NRI investors.
| Fund Type | Short-term Capital Gains (STCG) Tax | Long-term Capital Gains (LTCG) Tax |
|---|---|---|
| Equity mutual funds | 15% | 10% (above Rs. 1 lakh LTCG) without indexation* |
| Debt & other types of funds | At tax slab rate | 20% with indexation benefits |
How can NRIs invest in Franklin India Equity Advantage Fund Reinvestment Inc Dist cum Cap Wdrl?
NRIs and OCIs can download the SBNRI app to invest in mutual funds from the country of their residence. Here are a few simple steps you need to take:
- Complete your NRI KYC: Type in your personal details and attach supporting documents, like:
- PAN Number
- Overseas address proof: Any of – Water/electricity bill, postpaid mobile/internet bill, rent agreement, driving license, etc.
- Passport – front and back
- Passport size photograph
- signature
If all details are correct, your KYC will be approved within 7 to 8 business days.
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing in Franklin India Equity Advantage Fund Reinvestment Inc Dist cum Cap Wdrl
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing:
- City and country of birth
- NRE/NRO bank account statement/ canceled cheque for the latest 3 months
- Nominee details
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