Templeton India Value Fund Growth-0.68%

2Groww
2.34%
1 Year Return
Equity
Value
2.0 star
6M
1Y
3Y
5Y
All

Fund Details

Templeton India Value Fund Growth

RiskModerately High
Min SIP Amount₹500
Expense Ratio2.56%
NAV240.87 (08 Nov 2019)
Fund Started10 Sep 1996
Fund Size509 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Templeton India Value Fund Growth
2.3%
3.8%
5.5%
15.3%
Category Average
-0.6%
NA
NA
-
Rank within category
13
11
10
-
*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 2.3% annual returns

    Comparison

    Data not available
    Pros
    1. 1Y Returns are higher than the benchmark
    Cons
    1. Risk is higher compared to the benchmark
    2. 3Y Returns are lower than the benchmark
    3. 5Y Returns are lower than the benchmark
    4. 10Y Returns are lower than the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    ICICI Bank Ltd.FinancialEquity8.8%
    HDFC Bank Ltd.FinancialEquity6.4%
    Tata Chemicals Ltd.ChemicalsEquity4.0%
    Infosys Ltd.TechnologyEquity3.9%
    HCL Technologies Ltd.TechnologyEquity3.7%
    Grasim Industries Ltd.ConstructionEquity3.7%
    Mahindra & Mahindra Ltd.AutomobileEquity3.3%
    Coal India Ltd.EnergyEquity3.2%
    Tata Investment Corpn. Ltd.FinancialEquity2.8%
    JK Cement LtdConstructionEquity2.8%
    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
    addLakshmikanth Reddy
    Education
    Mr. Reddy is a B.Tech in Mechanical Engineering from Jawaharlal Nehru Technical University, Hyderabad and also holds a PGDM from IIM-A.
    Experience
    Prior to joining Franklin Templeton Mutual Fund he was associated with ICICI Pru Life Insurance Company Ltd. as Head-Equity (Jun 2004-Feb 2016), HSBC Capital Markets as Equity analyst (Apr 2003-May 2004), ABN Amro Asia Equities as Equity Analyst (Feb 2000-Mar 2003), UTI as Buy Side Analyst (Jun 1997-Feb 2000) and Crompton Greaves as Design Executive (Aug 1993-Jun 1995).
    Funds Managed

    Other Details

    Templeton India Value Fund Growth is a Equity Mutual Fund Scheme launched by Franklin Templeton Mutual Fund. This scheme was introduced to investors on 10 Sep 1996. Vikas Chiranwal is the Current Fund Manager of Templeton India Value Fund Growth.The fund currently has an Asset Under Management(AUM) of ₹509 Cr and the Latest NAV as of 08 Nov 2019 is ₹240.87.

    The Templeton India Value Fund Growth 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 Invest primarily in the equity market with the objective to provide long term capital appreciation to the investors.

    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
    Citibank NA
    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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