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  • Templeton India Equity Income Fund of (PIDCW-6M)

Formerly Templeton India Equity Inc DP

Franklin Templeton Mutual Funds

Templeton India Equity Income Fund of (PIDCW-6M)

EquityDividend Yield
Top Ranked

27.4456

NAV (Jun 11)

22.1%
5 Year CAGR
Scripbox Opinion
Top Ranked
These are the top-ranked funds within dividend yield mutual funds.

Our analysis of this fundLearn how we rate funds ->

Fund Size

Good

The performance of the fund on a Fund Size metric has been Good

Outperformance Consistency

Category Leader

The fund has been a Category Leader on the Outperformance Consistency metric

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

27.4456

NAV (Jun 11)

Fund Returns

Last 1Y
47.3%
Last 3Y
23%
Last 5Y
23.5%
Last 10Y
16.6%
Since Inception
15.5%
6 Month CAGR
23.6%

Scheme Information

Investment Objective

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
2.11
Launched (18y ago)
May 18, 2006
AUM in Crores
2210.679
ISIN
INF090I01932
Lock-in
No Lock-in
Benchmark
Nifty 500 TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
11.7
Standard Deviation (5yr)
17.2
Beta (3yr)
0.69
Beta (5yr)
0.83
Sharpe Ratio (3yr)
1.3
Sharpe Ratio (5yr)
0.933
YTM
0
Fund Managers

Rajasa Kakulavarapu

Fund Manager

Sandeep Manam

Fund Manager

Ajay Argal

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Templeton India Equity Income Fund of (PIDCW-6M)70%12,88,686 5,56,07422.1%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

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

Last updated on 2024-06-11

Top Stock Holdings

call,cash & other assets

7.8%
7.8%

nhpc ltd

6.8%
6.8%

ntpc ltd

6.2%
6.2%

power grid corp of india ltd

5.3%
5.3%

gail (india) ltd

4.9%
4.9%
See all holdings

Allocation by Sector

utilities

27.1%
27.1%

energy

17.9%
17.9%

technology

16.3%
16.3%

consumer defensive

9.7%
9.7%

financial services

4.1%
4.1%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
HDFC Large and Mid Cap Fund (G)
HDFC Large and Mid Cap Fund (G)

₹ 19,454 cr

₹ 15,161 cr

₹ 22,620 cr

₹ 42,669 cr

₹ 63,933 cr

amc-img

About the AMC

Franklin Templeton Asst Mgmt(IND)Pvt Ltd

Franklin Templeton Asst Mgmt(IND)Pvt Ltd manages assets worth 99,533 crores and was set up on 6 October 1995. It's current offering of mutual fund schemes includes 39 equity,207 debt and 30 hybrid funds.amc-img
phone-img022-67519100
Fund NameScripbox Opinion
Till Date CAGR

25.5%

17%

21.6%

18.4%

20%

14.7%

20.7%

21.6%

23%

15.5%

Templeton India Equity Income Fund of (PIDCW-6M) Review

Templeton India Equity Income Fund of (PIDCW-6M) is a Dividend Yield Equity fund and has delivered an annualised return of 15.1% over a period of 18 years. The fund was previously known as Templeton India Equity Inc DP. The fund is managed by Franklin Templeton Asst Mgmt(IND)Pvt Ltd. The fund managers are Ajay Argal, Rajasa Kakulavarapu, Sandeep Manam.

Nav of Templeton India Equity Income Fund of (PIDCW-6M) as of 6/11/2024 is ₹27.45 with the total AUM as of 6/13/2024 is ₹2210.679. With Scripbox you can compare and check the latest nav for all mutual funds in India. Templeton India Equity Income Fund of (PIDCW-6M) was launched on May 18, 2006. The category risk of the fund is Very High Risk.

The minimum SIP amount for Templeton India Equity Income Fund of (PIDCW-6M) 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 of (PIDCW-6M) 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 TR INR.

Templeton India Equity Income Fund of (PIDCW-6M) is rated as a 4 fund in Equity and delivered 41.9% 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 of (PIDCW-6M).

Frequently Asked Questions

What is Templeton India Equity Income Fund of (PIDCW-6M)?

Templeton India Equity Income Fund of (PIDCW-6M) is a Dividend Yield Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

How to invest in Templeton India Equity Income Fund of (PIDCW-6M)?

You can invest in Templeton India Equity Income Fund of (PIDCW-6M) 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 of (PIDCW-6M)?

The minimum sip amount for Templeton India Equity Income Fund of (PIDCW-6M) is ₹1000. You can invest in multiples of ₹5000.

Is Templeton India Equity Income Fund of (PIDCW-6M) good to invest in?

As per Scripbox experts, Templeton India Equity Income Fund of (PIDCW-6M) is a Top Ranked fund. You can investTempleton India Equity Income Fund of (PIDCW-6M) 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 of (PIDCW-6M)?

The expense ratio of the Templeton India Equity Income Fund of (PIDCW-6M) is 2.11% for regular plan.