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Templeton India Equity Income Fund - Direct - Growth

Category: Equity Funds Diversified
Launch Date: 01-01-2013
Asset Class: Equity
Benchmark: S&P BSE 200
Expense Ratio: 1.81% As on (31-07-2017)
Status: Open Ended Schemes(Growth) for subscription
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 1,034.9 Cr As on (31-07-2017)
Turn over: 31.06
NAV as on

(%)

CAGR Since Inception

%

S&P BSE 200 13.94%

PERFORMANCE of Templeton India Equity Income Fund - Direct - Growth

Scheme Performance (%)

Data as on - 23-02-2018

Yearly Performance (%)

Fund Managers

Mr. Vikas Chiranewal

Mr. Chiranewal is a B.Com (H), PGDM from IIM Lucknow and CFA from USA. Prior to joining Franklin Templeton Investments he has worked with Morgan Stanley Advantage Services Ltd. and McKinsey Knowledge Centre Pvt. Ltd.

Investment Objective

The scheme seeks to provide a combination of long-term capital appreciation and regular income by investing in stocks that have a current or potentially attractive dividend yield, both in India and overseas.

RETURNS CALCULATOR for Templeton India Equity Income Fund - Direct - Growth

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

riskometer

Key Performance and Risk Statistics of Templeton India Equity Income Fund - Direct - Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Templeton India Equity Income Fund - Direct - Growth 13.7 0.83 4.33 0.93 - -
Equity Funds Diversified

PEER COMPARISION of Templeton India Equity Income Fund - Direct - Growth

Period
Data as on - 23-02-2018
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)

PORTFOLIO ANALYSIS of Templeton India Equity Income Fund - Direct - Growth

Asset Allocation (%)

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