- Mutual Funds
- Franklin Templeton Mutual Funds
- Templeton India Equity Income Fund (RIDCW-6M)
Formerly Templeton India Equity Inc DR
Templeton India Equity Income Fund (RIDCW-6M)
₹ 25.7784
NAV (Apr 18)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 25.7784
NAV (Apr 18)
Fund Returns
Last 1Y | 36.4% |
Last 3Y | 23.5% |
Last 5Y | 20.3% |
Last 10Y | 17% |
Since Inception | 14.8% |
6 Month CAGR | 21.2% |
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 | 2.12 |
Launched (18y ago) | May 18, 2006 |
AUM in Crores | 2074.774 |
ISIN | INF090I01940 |
Lock-in | No Lock-in |
Benchmark | Nifty 500 TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 12 |
Standard Deviation (5yr) | 17.2 |
Beta (3yr) | 0.69 |
Beta (5yr) | 0.83 |
Sharpe Ratio (3yr) | 1.377 |
Sharpe Ratio (5yr) | 0.865 |
YTM | 0 |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Templeton India Equity Income Fund (RIDCW-6M) | 12,26,692 | 4,94,080 | 20.3% | |
| 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
call,cash & other assets
7.9%ntpc ltd
6.2%nhpc ltd
6.1%power grid corp of india ltd
5.1%gail (india) ltd
4.6%Allocation by Sector
utilities
24.9%energy
19.1%technology
18.2%consumer defensive
8.8%financial services
4%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 17,313 cr | ||
₹ 14,075 cr | ||
₹ 21,475 cr | ||
₹ 53,505 cr | ||
₹ 41,281 cr |
About the AMC
Franklin Templeton Asst Mgmt(IND)Pvt Ltd
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
27.5% | 16.8% | ||
22.5% | 18.2% | ||
21.9% | 14.3% | ||
22.5% | 21.3% | ||
25.5% | 15.2% |
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 14.8% over a period of 17 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 Ajay Argal, Rajasa Kakulavarapu, Sandeep Manam.
Nav of Templeton India Equity Income Fund (RIDCW-6M) as of 4/18/2024 is ₹25.78 with the total AUM as of 4/19/2024 is ₹2074.774. 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 Nifty 500 TR INR.
Templeton India Equity Income Fund (RIDCW-6M) is rated as a 4 fund in Equity and delivered 36.4% 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)?
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 2.12% for regular plan.