Templeton India GROWTH FUND (Equity, Multi Cap)

Moderately High
21 yrs 7 monthsStarted on:31 Aug 1996
₹ 638.33 Cras on: 23 Feb 2018
Long Term Horizon
2.75%
Capital Appreciation

Minimum Investment

  • ₹ 5000.00 for Lumpsum

Investment Objective

The scheme seeks to provide long-term capital appreciation through investment primarily in equities and some portion in debt securities.

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

Scheme Documents

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Tenure

TenureReturns (CAGR)
1 YR20.42
2 YR28.86
3 YR12.08

SIP Returns

TenureReturns (CAGR)
1 YR12.05
2 YR20.74
3 YR17.68
5 YR18.37
10 YR15.39

Portfolio

Company Name% Assets
Bajaj Holdings & Investment Ltd.9.91
HDFC Bank Ltd.8.62
Tata Chemicals Ltd.7.45
Reliance Industries Ltd.6.38
ICICI Bank Ltd.5.76
Yes Bank Ltd.4.49
JK Cement Ltd4.39
Apollo Tyres Ltd.4.08
Tata Motors DVR3.54
Tata Investment Corpn. Ltd.3.45

Top Sectoral Holdings

Sector Name% Assets
Financial40.56
Automobile10.98
Energy9.61
Construction9.36
Chemicals7.45
Healthcare5.22
Technology4.91
FMCG3.14
Textiles3.1
Metals2.71

Indicators

LabelValue
Portfolio turnover ratio18.95
Standard Deviation14.55%
Beta0.98%
Sharpe Ratio0.74

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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