Templeton India EQUITY INCOME FUND (Equity, Multi Cap)

47.01
14.31%
NA
Capital Appreciation
Long Term Horizon
Moderately High
2.54%
11 yrs 7 months18 May 2006
₹ 1056.48 Cr11 Dec 2017

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Minimum Investment

  • ₹ 5000.00 for Lumpsum

Exit Load

w.e.f 24/08/2009 Entry Load - NIL; Exit Load: 1% if redeemed/switched-out within 1 year from the date of allotment: For SIP/STP, basis registration date

Investment Objective

The scheme seeks to provide a combination of long-term capital appreciation and regular income by investing in stocks that have a current or potentially attractive dividend yield, both in India and overseas.

Scheme Documents

TenureReturns (CAGR)
YTD
30.92
1 Month
1.28
3 Month
4.45
1 YR
27.68
2 YR
20.58
3 YR
12.51
TenureReturns (CAGR)
1 YR
25.28
2 YR
24.28
3 YR
18.27
5 YR
17.58
10 YR
15.59

Portfolio

Company Name% Assets
Bajaj Holdings & Investment Ltd.8.15
HDFC Bank Ltd.6.06
Tata Chemicals Ltd.5.95
Reliance Industries Ltd.4.42
ICICI Bank Ltd.4.13
Yes Bank Ltd.3.62
JK Cement Ltd3.54
Apollo Tyres Ltd.3.36
Tata Motors DVR3.17
Tata Investment Corpn. Ltd.2.89

Top Sectoral Holdings

Sector Name% Assets
Financial32.32
Automobile10.14
Healthcare9.04
FMCG7.74
Construction7.7
Energy7.2
Chemicals5.95
Services5.92
Technology4.92
Textiles2.46

Indicators

Portfolio turnover ratio21.2
Standard Deviation13.48%
Beta0.87%
Sharpe Ratio0.53

Vikas Chiranewal

Mr. Chiranewal is a B.Com (H), PGDM from IIM Lucknow and CFA from USA.
Prior to joining Franklin Templeton Investments he has worked with Morgan Stanley Advantage Services Ltd. and McKinsey Knowledge Centre Pvt. Ltd.

Other Funds Managed by Vikas Chiranewal

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