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).
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.
Franklin Templeton Asst Mgmt(IND)Pvt Ltd manages assets worth 69,691 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.
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?
Recommended
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.
Top Ranked
Neutral
Not Recommended
Track Record
We look at consistent and long historical performance for our analysis.
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
We check if the sub-category of the fund is recommended by us.
Fund Performance
Consistency of performance over various tenures is analysed for a relative performance stack.
Track Record
We look at consistent and long historical performance for our analysis.
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
We check the relative interest rate risk of the sub-category of the fund. Lower the better.
Credit Attractiveness
We check the credit quality of the underlying instruments present in the fund. Higher the better.
Equity Funds
Debt Funds
About Templeton India Value Fund (G)
About Templeton India Value Fund (G)
Templeton India Value Fund (G) is a Diversified Equity fund and has delivered an annualised return of 16.3% over a period of 25 years. The fund was previously known as Templeton India Growth Gr . The fund is managed by Franklin Templeton Asst Mgmt(IND)Pvt Ltd. The fund managers are Anand Radhakrishnan, Lakshmikanth Reddy
Templeton India Value Fund (G) Investment Objective
The Investment objective of the scheme is to provide long-term capital appreciation to its Unitholders by following a value investment strategy. . However, there is no assurance that the objective of the scheme will be realized.
Templeton India Value Fund (G) NAV,AUM,Risk
The Templeton India Value Fund (G) fund was launched on Sep 10, 1996. The NAV (Net Asset Value) of this Diversified Equity fund as of 2021-09-23 is ₹391.77. The total AUM (Asset Under Management) of the fund as of 24/09/2021 is ₹576.238. The category risk of the Templeton India Value Fund (G) fund is Very High Risk. The fund charges 2.53 % as expense ratio.
Templeton India Value Fund (G) Holdings
The fund’s highest allocation is towards Equity and has invested 93% in this asset class. The top three holdings of the fund are , icici bank ltd , state bank of india , call,cash & other assets , axis bank ltd , bharti airtel ltd , grasim industries ltd , hcl technologies ltd , ntpc ltd , embassy office parks reit , bharat electronics ltd , tata motors ltd class a , infosys ltd , gujarat state petronet ltd , itc ltd , finolex cables ltd , indian oil corp ltd , acc ltd , the federal bank ltd , tech mahindra ltd , gail (india) ltd , century textiles & industries ltd , coal india ltd , bosch ltd , bharat petroleum corp ltd , hdfc bank ltd , mahindra & mahindra ltd , city union bank ltd , bajaj auto ltd , hindustan aeronautics ltd ordinary shares , power grid corp of india ltd , united spirits ltd , rbl bank ltd , lupin ltd , equitas holding ltd , sundaram clayton ltd , gulf oil lubricants india ltd
Templeton India Value Fund (G) 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 Value Fund (G) 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 S&P BSE 500 India TR INR
Templeton India Value Fund (G) Review
Templeton India Value Fund (G) has a score of 3 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 Value Fund (G) has a score of 3 out of 5
Scipbox has rated this fund 3 out of 5 based on consistency of performance over various years / tenures.
