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  • Templeton India Equity Income Fund Rnvstmnt of Inc Dist cum Cap Wdrl (RIDCW-6M)

Formerly Templeton India Equity Inc DR

Franklin Templeton Mutual Funds

Templeton India Equity Income Fund Rnvstmnt of Inc Dist cum Cap Wdrl (RIDCW-6M)

EquityDiversified

Top Ranked

20.6832

NAV (Oct 13)

11.1%
5 Year CAGR
Scripbox Opinion

Top Ranked

Templeton India Equity Income Fund Rnvstmnt of Inc Dist cum Cap Wdrl (RIDCW-6M) is a good choice within diversified mutual funds.

Scripbox recommends other funds for investment in diversified.

Click here to see our recommendations.

Diversified funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).

Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.

Our analysis of this fundLearn how we rate funds ->

Track Record

15 Years. The fund has an Extended history for analysis and the track record is excellent.

Relative Size

1,197 Cr. Medium within the category

Category View

Superior. The category has a superior investment outlook

Consistency Of Performance

Good. The historical performance of the fund has been good

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  • graph-icon-gray
    Historical growth rate of 12% per annum
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    Recommended Duration > 5 years
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    No Lock-in
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    Grow Wealth , Retirement , Kid's Education

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Historical NAV

20.6832

NAV (Oct 13)

Fund Returns

Last 1Y
59.2%
Last 3Y
14.7%
Last 5Y
11.1%
Last 10Y
13.5%
Since Inception
12.8%
6 Month CAGR
23.4%
info-icon-blue

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

Low

Low to Moderate

Moderate

Moderately High

High

Very High

risk-indicator-arrow.svg

Very High Risk

Expense Ratio
2.31
Launched (15y ago)
May 18, 2006
AUM in Crores
1196.007
ISIN
INF090I01940
Lock-in
No Lock-in
Benchmark
IISL Nifty Div Opportunities 50 TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Fund Managers
user-avatar

Anand Radhakrishnan

Fund Manager

user-avatar

Lakshmikanth Reddy

Fund Manager

user-avatar

Mayank Bukrediwala

Fund Manager

calculator

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 9,65,796 ₹ 2,33,18411.25%
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.

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Build Long Term Wealth

Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

  • Inflation beating returns
    Inflation beating returns
  • Grow Wealth , Retirement , Kid's Education
    Grow Wealth , Retirement , Kid's Education
  • One click investing  tracking
    One click investing tracking
comparison

Comparison with Equity Funds

Fund NameScripbox OpinionFund SizeTrack Record

SBI Focused Equity Fund (G)

recommended-badge

₹ 20,371 cr

5

recommended-badge

₹ 5,357 cr

5

recommended-badge

₹ 5,218 cr

5

recommended-badge

₹ 3,953 cr

5

recommended-badge

₹ 3,346 cr

5

amc-icon

About the AMC

Franklin Templeton Asst Mgmt(IND)Pvt Ltd

Franklin Templeton Asst Mgmt(IND)Pvt Ltd manages assets worth 71,105 crores and was set up on 6 October 1995. It's current offering of mutual fund schemes includes 39 equity,179 debt and 27 hybrid funds.

amc-img

  • tel-amc-about
    022-67519100
  • mail-amc-about
    services@franklintempleton.com
  • Fund NameScripbox Opinion
    Till Date CAGR
    recommended-badge

    23.8%

    19.9%

    top-ranked-badge

    23.8%

    19.9%

    top-ranked-badge

    23.8%

    19.9%

    top-ranked-badge

    24.3%

    14.6%

    top-ranked-badge

    14.7%

    12.8%

    growth

    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration > 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Grow Wealth , Retirement , Kid's Education
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
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    Invesco India Growth Opportunities Fund (Growth)

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    How does Scripbox rate funds?

    Proprietary 4-step system to rate mutual funds

    We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.

    What Scripbox recommendations mean?
    Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Sub-asset Class View

    Sub-asset Class View

    We check if the sub-category of the fund is recommended by us.

    Fund Performance

    Fund Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Impact of Interest Rates

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Attractiveness

    Credit Attractiveness

    We check the credit quality of the underlying instruments present in the fund. Higher the better.

    Equity Funds

    Debt Funds

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    3,600+

    AUM

    2,500+

    Cities

    2012

    Established

    About Templeton India Equity Income Fund Rnvstmnt of Inc Dist cum Cap Wdrl (RIDCW-6M)

    About Templeton India Equity Income Fund Rnvstmnt of Inc Dist cum Cap Wdrl (RIDCW-6M)

    Templeton India Equity Income Fund Rnvstmnt of Inc Dist cum Cap Wdrl (RIDCW-6M) is a Diversified Equity fund and has delivered an annualised return of 12.8% over a period of 15 years. The fund was previously known as Templeton India Equity Inc DR . The fund is managed by Franklin Templeton Asst Mgmt(IND)Pvt Ltd. The fund managers are Anand Radhakrishnan, Lakshmikanth Reddy, Mayank Bukrediwala

    Templeton India Equity Income Fund Rnvstmnt of Inc Dist cum Cap Wdrl (RIDCW-6M) 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 . However, there is no assurance that the objective of the scheme will be realized.

    Templeton India Equity Income Fund Rnvstmnt of Inc Dist cum Cap Wdrl (RIDCW-6M) NAV,AUM,Risk

    The Templeton India Equity Income Fund Rnvstmnt of Inc Dist cum Cap Wdrl (RIDCW-6M) fund was launched on May 18, 2006. The NAV (Net Asset Value) of this Diversified Equity fund as of 2021-10-13 is ₹20.68. The total AUM (Asset Under Management) of the fund as of 14/10/2021 is ₹1196.007. The category risk of the Templeton India Equity Income Fund Rnvstmnt of Inc Dist cum Cap Wdrl (RIDCW-6M) fund is Very High Risk. The fund charges 2.31 % as expense ratio.

    Templeton India Equity Income Fund Rnvstmnt of Inc Dist cum Cap Wdrl (RIDCW-6M) Holdings

    The fund’s highest allocation is towards Equity and has invested 92.6% in this asset class. The top three holdings of the fund are , infosys ltd , power grid corp of india ltd , call,cash & other assets , ntpc ltd , embassy office parks reit , itc ltd , brookfield india real estate trust , finolex industries ltd , nhpc ltd , tata power co ltd , hindustan unilever ltd , unilever plc adr , coal india ltd , tata consultancy services ltd , petronet lng ltd , bajaj auto ltd , vardhman textiles ltd , xinyi solar holdings ltd , xtep international holdings ltd , novatek microelectronics corp , gujarat state petronet ltd , aramex pjsc , tata consumer products ltd , tech mahindra ltd , bharat electronics ltd , hero motocorp ltd , tata motors ltd class a , gail (india) ltd , dr reddy's laboratories ltd , tata chemicals ltd , oil & natural gas corp ltd , the federal bank ltd , hindustan petroleum corp ltd , rallis india ltd , indian oil corp ltd , colgate-palmolive (india) ltd , mediatek inc , grasim industries ltd , travelsky technology ltd class h , national aluminium co ltd , sundaram clayton ltd , cesc ltd , primax electronics ltd , himatsingka seide ltd , mahindra & mahindra ltd

    Templeton India Equity Income Fund Rnvstmnt of Inc Dist cum Cap Wdrl (RIDCW-6M) Sip

    The minimum SIP (Systematic Investment Plan) amount for this 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.

    Templeton India Equity Income Fund Rnvstmnt of Inc Dist cum Cap Wdrl (RIDCW-6M) Investment volatility and Horizon

    This fund 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 IISL Nifty Div Opportunities 50 TR INR

    Templeton India Equity Income Fund Rnvstmnt of Inc Dist cum Cap Wdrl (RIDCW-6M) Review

    Templeton India Equity Income Fund Rnvstmnt of Inc Dist cum Cap Wdrl (RIDCW-6M) has a score of 4 on a scale of 5. The fund scores 5 out of 5 based on historical performance. As compared to the other funds in its category, Templeton India Equity Income Fund Rnvstmnt of Inc Dist cum Cap Wdrl (RIDCW-6M) has a score of 3 out of 5 Scipbox has rated this fund 4 out of 5 based on consistency of performance over various years / tenures.

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