Franklin India Equity Fund Direct Dividend-0.58%

3Groww
5.89%
1 Year Return
Equity
Multi Cap
3.0 star
6M
1Y
3Y
5Y
All

Fund Details

Franklin India Equity Fund Direct Dividend

RiskModerately High
Min SIP Amount₹500
Expense Ratio0.95%
NAV38.92 (05 Dec 2019)
Fund Started14 Jan 2013
Fund Size11,400 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Franklin India Equity Fund Direct Dividend
5.9%
9.5%
8.1%
13.9%
Category Average
-2.1%
5.9%
5.1%
-
Rank within category
39
35
18
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    0
    with 5.9% annual returns

    Comparison

    Data not available
    Pros
    1. Risk is lower compared to the benchmark
    2. Lower expense ratio
    3. 1Y Returns are higher than the benchmark
    Cons
    1. Asset under management(AUM) is more than 10000 Crs. Returns tend to go low once AUM exceeds a certain amount
    2. Risk-adjusted returns are lower compared to the category
    3. 3Y Returns are lower than the benchmark
    4. 5Y Returns are lower than the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    HDFC Bank Ltd.FinancialEquity8.2%
    Bharti Airtel Ltd.CommunicationEquity6.0%
    Infosys Ltd.TechnologyEquity5.4%
    ICICI Bank Ltd.FinancialEquity5.2%
    Axis Bank Ltd.FinancialEquity4.4%
    Larsen & Toubro Ltd.ConstructionEquity3.2%
    Mahindra & Mahindra Ltd.AutomobileEquity3.1%
    HCL Technologies Ltd.TechnologyEquity2.9%
    Kotak Mahindra Bank Ltd.FinancialEquity2.6%
    Tata Motors Ltd.AutomobileEquity2.6%
    See All

    Fund Managers

    addAnand Radhakrishnan
    Education
    Mr. Radhakrishnan is a B.Tech, CFA and PGDM from IIM Ahmedabad.
    Experience
    Prior to joining Franklin Templeton Investments, he has worked with Sundaram Asset Management Ltd., SBI Funds Management and Asian Convertible and Income Fund.
    Funds Managed
    addSrikesh Nair
    Education
    Mr. Nair is a B.S. Marine Engineering from BITS Pilani and holds a Post Graduate Diploma in Management from Management Development Institute, Gurgaon.
    Experience
    Prior to joining Franklin Templeton Asset Management (India) Pvt. Ltd. he has worked with Goldman Sachs Services Private Limited (Apr 2011 - May 2015) as an Analyst and Teekay Shipping (Oct 2007 - Apr 2008 ) as a Trainee Marine Engineer
    Funds Managed

    Other Details

    Franklin India Equity Fund Direct Dividend is a Equity Mutual Fund Scheme launched by Franklin Templeton Mutual Fund. This scheme was introduced to investors on 14 Jan 2013. Anand Radhakrishnan, R Janakiraman, Srikesh Nair is the Current Fund Manager of Franklin India Equity Fund Direct Dividend.The fund currently has an Asset Under Management(AUM) of ₹11,400 Cr and the Latest NAV as of 05 Dec 2019 is ₹38.92.

    The Franklin India Equity Fund Direct Dividend is rated Moderately High risk. Minimum SIP Investment is 500. Minimum Lumpsum Investment is 5000. Exit load of 1% if redeemed within 1 year.

    Investment Objective

    Aims to achieve growth of capital and dividend through a diversified portfolio.

    Tax Implications

    Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

    Scheme Information Document(SID)

    ₹5000
    Min for First Investment
    ₹1000
    Min for Second Investment
    Exit load of 1% if redeemed within 1 year
    Exit Load

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    About Franklin Templeton Mutual Fund

    Address
    Indiabulls Finance Centre; Tower 2, 12th and 13th Floor; Senapati Bapat Marg; Elphinstone Road (W) Mumbai 400013
    Phone
    022 - 67519100
    Launch Date
    18 Feb 1996
    Franklin Templeton Mutual Fund
    Asset Management Company
    Custodian
    Southern India Depository Services
    Registrar & Transfer Agent
    Templeton
    Address
    4th Floor, Kuber Complex, Rathyatra Kamachha Rd, Rathyatra Crossing, Near Tanishq Jewelers, Rathyatra, Sidhgiribagh, Varanasi,
    Email
    NA
    Website
    NA
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