• Mutual Funds
  • Franklin Templeton Mutual Funds
  • Templeton India Equity Income Fund (RIDCW-6M)

Formerly Templeton India Equity Inc DR

Franklin Templeton Mutual Funds

Templeton India Equity Income Fund (RIDCW-6M)

EquityDividend Yield

Top Ranked

20.1945

NAV (Nov 25)

12%
5 Year CAGR
Scripbox Opinion
Top Ranked
These are the top-ranked funds within dividend yield mutual funds.

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 ->

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

Invest in this fund

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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

20.1945

NAV (Nov 25)

Fund Returns

Last 1Y

2.3%

Last 3Y

21.7%

Last 5Y

12%

Last 10Y

14.3%

Since Inception

13.6%

6 Month CAGR

4.2%

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

2.27

Launched (16y ago)

May 18, 2006

AUM in Crores

1307.911

ISIN

INF090I01940

Lock-in

No Lock-in

Benchmark

IISL Nifty Div Opportunities 50 TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Standard Deviation (3yr)

20.7

Standard Deviation (5yr)

17.7

Beta (3yr)

1.02

Beta (5yr)

0.98

Sharpe Ratio (3yr)

0.798

Sharpe Ratio (5yr)

0.428

YTM

0

Fund Managers

Rajasa Kakulavarapu

Fund Manager

Sandeep Manam

Fund Manager

Anand Radhakrishnan

Fund Manager

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%965,796 233,18411.25%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 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 2022-11-25

Top Stock Holdings

power grid corp of india ltd

7%
7%

infosys ltd

5.9%
5.9%

hcl technologies ltd

5.6%
5.6%

ntpc ltd

5%
5%

nhpc ltd

4.9%
4.9%
See all holdings

Allocation by Sector

utilities

24.4%
24.4%

technology

19.6%
19.6%

energy

13.9%
13.9%

consumer defensive

12%
12%

basic materials

6%
6%
See all sectors

Compare Templeton India Equity Income Fund (RIDCW-6M)

Fund NameFund SizeOutperformance Consistency
DSP Tax Saver Fund (G)
DSP Tax Saver Fund (G)

₹ 10,427 cr

₹ 4,865 cr

₹ 15,580 cr

₹ 10,427 cr

₹ 15,580 cr

About the AMC

Franklin Templeton Asst Mgmt(IND)Pvt Ltd

Franklin Templeton Asst Mgmt(IND)Pvt Ltd manages assets worth 68,937 crores and was set up on 6 October 1995. It's current offering of mutual fund schemes includes 39 equity,183 debt and 27 hybrid funds.

amc-img

  • 022-67519100
  • services@franklintempleton.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    8.4%

    14.5%

    8.4%

    14.5%

    8.4%

    14.5%

    23.9%

    16.3%

    23.9%

    14%

    Templeton India Equity Income Fund (RIDCW-6M) Review

    Templeton India Equity Income Fund (RIDCW-6M) is a Dividend Yield Equity fund and has delivered an annualised return of 13.6% over a period of 16 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, Rajasa Kakulavarapu, Sandeep Manam.

    Nav of Templeton India Equity Income Fund (RIDCW-6M) as of 11/25/2022 is ₹20.19 with the total AUM as of 11/26/2022 is ₹1307.911. With Scripbox you can compare and check the latest nav for all mutual funds in India. Templeton India Equity Income Fund (RIDCW-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 (RIDCW-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 (RIDCW-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 IISL Nifty Div Opportunities 50 TR INR.

    Templeton India Equity Income Fund (RIDCW-6M) is rated as a 4 fund in Equity and delivered 2.3% 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 (RIDCW-6M).

    Frequently Asked Questions

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

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

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

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

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

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

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

    The expense ratio of the Templeton India Equity Income Fund (RIDCW-6M) is 2.27% for regular plan.