Templeton India Equity Income Fund - Direct - Growth
Fund House: Franklin Templeton Mutual Fund| Category: Equity: Dividend Yield |
| Launch Date: 01-01-2013 |
| Asset Class: Equity |
| Benchmark: NIFTY 500 TRI |
| TER: 1.25% As on (31-03-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 2,285.78 Cr As on 31-03-2025(Source:AMFI) |
| Turn over: 9.13% | Exit Load: Exit load of 1% if redeemed within 1 year |
146.7011
-1.51 (-1.028%)
16.08%
Benchmark: 12.39%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY 500 TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
0 Years 0 Months
3 Years 9 Months
5 Years 0 Months
10 Years 6 Months
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
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.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 13.34 |
| Sharpe Ratio | 0.78 |
| Alpha | 5.03 |
| Beta | 0.77 |
| Yield to Maturity | - |
| Average Maturity | - |
PEER COMPARISON
Scheme Characteristics
Scheme should predominantly invest in dividend yielding stocks. Minimum investment in equity - 65% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
10.91%
Others
27.31%
Large Cap
51.19%
Mid Cap
10.58%
