- Mutual Funds
- Franklin Templeton Mutual Fund
- Templeton India Equity Income Fund (G)
Templeton India Equity Income Fund (G)
₹ 146.7307
NAV (Sep 09)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 146.7307
NAV (Sep 9)
Fund Returns
Last 1Y | 45.5% |
Last 3Y | 23.9% |
Last 5Y | 26.8% |
Last 10Y | 16.3% |
Since Inception | 15.8% |
6 Month CAGR | 14.4% |
Scheme Information
The Scheme seeks to provide a combination of regular income and long-term capital appreciation by investing primarily in stocks that have a current or potentially attractive dividend yield, by using a value strategy.
Expense Ratio | 2.07 |
Launched (0y ago) | 2.07 |
AUM in Crores | 2561.1 |
ISIN | INF090I01957 |
Lock-in | |
Benchmark | NIFTY 500 Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | |
Standard Deviation | 11.4 |
Beta | 0.7 |
Sharpe Ratio | 1.6 |
YTM |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Templeton India Equity Income Fund (G) | 14,69,623 | 7,37,011 | 26.8% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Asset allocation and Holdings
Top Stock Holdings
NTPC Ltd.
6.3%NHPC Ltd.
5.9%Others
5.5%Infosys Ltd.
5.1%Oil & Natural Gas Corporation Ltd.
4.7%Allocation by Sector
Energy
33.947701%Technology
14.186475%Consumer Staples
10.959547%Materials
6.938807%Capital Goods
6.873627%Comparison with Equity Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 25,617 cr | ||
₹ 23,712 cr | ||
₹ 64,222 cr | ||
₹ 50,154 cr | ||
₹ 17,488 cr |
About the AMC
Franklin Templeton Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
19.69% | 14.982% | ||
23.908% | 15.785% | ||
21.209% | 18.555% | ||
25.511% | 17.158% | ||
21.458% | 21.739% |
Templeton India Equity Income Fund (G) Review
Templeton India Equity Income Fund (G) is a Equity Equity fund and has delivered an annualised return of 15.785% over a period of 18 years. The fund is managed by Franklin Templeton Mutual Fund. The fund manager’s name is [object Object],[object Object],[object Object].
Nav of Templeton India Equity Income Fund (G) as of 9/9/2024 is ₹146.73 with the total AUM as of 9/11/2024 is ₹2561.120566. With Scripbox you can compare and check the latest nav for all mutual funds in India. Templeton India Equity Income Fund (G) was launched on 2006-05-18. The category risk of the fund is null.
The minimum SIP amount for Templeton India Equity Income Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
Templeton India Equity Income Fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to NIFTY 500 Total Return Index.
Templeton India Equity Income Fund (G) is rated as a 4 fund in Equity and delivered 45.501% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Templeton India Equity Income Fund (G).
Frequently Asked Questions
What is Templeton India Equity Income Fund (G)?
How to invest in Templeton India Equity Income Fund (G)?
You can invest in Templeton India Equity Income Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of Templeton India Equity Income Fund (G)?
The minimum sip amount for Templeton India Equity Income Fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is Templeton India Equity Income Fund (G) good to invest in?
As per Scripbox experts, Templeton India Equity Income Fund (G) is a 4 fund. You can investTempleton India Equity Income Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the Templeton India Equity Income Fund (G)?
The expense ratio of the Templeton India Equity Income Fund (G) is 2.07% for regular plan.