1. Advisorkhoj
  2. Templeton India Equity Income Fund-Growth Plan

Templeton India Equity Income Fund-Growth Plan

Category: Equity: Dividend Yield
Launch Date: 18-05-2006
Asset Class: Equity
Benchmark: S&P BSE 200 TRI
Expense Ratio: 2.55% As on (31-05-2018)
Status: Open Ended Schemes(Equity Scheme - Dividend Yield Fund) for subscription
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 1,002.37 Cr As on (30-06-2018)
Turn over: 12.43%
NAV as on 13-08-2018

47.182

-0.59 (-1.2526%)

CAGR Since Inception

13.51%

S&P BSE 200 TRI 13.0%

PERFORMANCE of Templeton India Equity Income Fund-Growth Plan

Scheme Performance (%)

Data as on - 13-08-2018

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-Growth Plan

Growth of 10000 In SIP (Fund vs Benchmark)

Amount :
Period :
Start :
End :

Growth of 10000 In LUMPSUM (Fund vs Benchmark)

Amount :
Start :

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-Growth Plan

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Templeton India Equity Income Fund-Growth Plan 13.69 0.78 3.59 0.93 - -
Equity: Dividend Yield - - - - - -

PEER COMPARISION of Templeton India Equity Income Fund-Growth Plan

Period
Data as on - 13-08-2018
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Templeton India Equity Income Fund-Growth Plan 18-05-2006 10.01 14.31 11.67 17.37 12.41
Principal Dividend Yield Fund-Growth Plan 15-10-2004 17.89 18.58 14.66 20.23 12.11
UTI-Dividend Yield Fund.-Growth 03-05-2005 15.29 15.37 10.25 16.35 13.0
ICICI Prudential Dividend Yield Equity Fund Growth Option 16-05-2014 6.5 14.75 12.15 0.0 0.0
Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan 26-02-2003 3.47 10.57 6.69 17.14 14.43

PORTFOLIO ANALYSIS of Templeton India Equity Income Fund-Growth Plan

Asset Allocation (%)

© 2016 Advisorkhoj - A Gamechanger Business Services (I) Pvt. Ltd. Brand - All Rights Reserved

Feedback