Franklin India Income Builder Account - Plan A (Debt, Mip)

Moderate
21 yrs 1 monthsStarted on:23 Jun 1997
₹ 876.06 Cras on: 07 Jun 2018
Mid Term & Long Horizon
0.91%
Income Generation

Minimum Investment

  • ₹ 10000.00 for Lumpsum

Investment Objective

The Scheme seeks primarily to provide investors Regular income and Capital appreciation.

Exit Load

w.e.f 08/02/2013 Entry Load - NIL; Exit Load - 0.5% if redeemed within 1 year from the date of allotment. Switches: Please refer KIM.
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Tenure

TenureReturns (CAGR)
YTD1.70
3 Month0.61
1 YR5.31
2 YR8.04
3 YR7.74

SIP Returns

TenureReturns (CAGR)
1 YR3.56
2 YR5.96
3 YR6.97
5 YR8
10 YR8.71

Portfolio

Company Name% Assets
LIC Housing Finance Ltd. 02/09/20198.83
Power Finance Corpn. Ltd. 16/08/2021 7.50%5.57
East West Pipeline Ltd. 22/08/2021 10.25%5.35
Rural Electrification Corpn. Ltd. 31/12/2020 6.99%4.67
Tata Motors Ltd. 01/08/20194.55
Hindalco Industries Ltd. 25/04/2022 9.55%4.12
Renew Wind Energy Delhi Pvt. Ltd. 31/03/2023 9.60%4.1
Vedanta Ltd. 20/04/2020 8.70%4
Reliance Jio Infocomm Ltd. 08/07/2021 8.32%3.99
Syndicate Bank3.96

Top Sectoral Holdings

Sector Name% Assets

Indicators

LabelValue
Standard Deviation1.77%
Beta1.03%
Sharpe Ratio0.55

Santosh Kamath,Sumit Gupta

Mr. Kamath is a B.E ( Electronics ) from REC Bhopal and PGDM (Management) from XLRI Jamshedpur.Mr. Sumit Gupta is B.Tech, M.tech from IIT Delhi and PGDCM from IIM Calcutta.
Prior to joining Franklin Templeton Investments he has worked with ING Vysya AMC, Zurich Asset Management, SBI Mutual, CRISIL and Jardine Fleming Asset Management.Prior to joining Franklin Templeton Investments he has worked with Kotak Mahindra Bank, Ocwen Structured Investments and CRISIL Ltd.
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