Templeton India EQUITY INCOME FUND (Equity, Multi Cap)

Moderately High
12 yrs 2 monthsStarted on:18 May 2006
₹ 1044.61 Cras on: 20 Jun 2018
Long Term Horizon
2.55%
Capital Appreciation

Minimum Investment

  • ₹ 5000.00 for Lumpsum

Investment Objective

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.

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)
3 Month3.23
1 YR12.27
2 YR19.13
3 YR12.56

SIP Returns

TenureReturns (CAGR)
1 YR6.57
2 YR14
3 YR15.59
5 YR15.14
10 YR15.04

Portfolio

Company Name% Assets
Bajaj Holdings & Investment Ltd.6.16
HDFC Bank Ltd.6.11
Tata Chemicals Ltd.5.1
Reliance Industries Ltd.4.5
Yes Bank Ltd.4.16
ICICI Bank Ltd.3.91
Apollo Tyres Ltd.3.68
JK Cement Ltd3.39
Edelweiss Financial Services Ltd.3.26
Infosys Ltd.2.74

Top Sectoral Holdings

Sector Name% Assets
Financial33.88
Healthcare11.26
Automobile8.54
Construction7.67
Energy7.43
FMCG7.12
Services5.73
Technology5.22
Chemicals5.1
Textiles2.16

Indicators

LabelValue
Portfolio turnover ratio12.43
Standard Deviation13.65%
Beta0.94%
Sharpe Ratio0.39

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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