Templeton India EQUITY INCOME FUND (Equity, Multi Cap)

Moderately High
11 yrs 12 monthsStarted on:18 May 2006
₹ 1013.26 Cras on: 20 Apr 2018
Long Term Horizon
2.63%
Capital Appreciation

Minimum Investment

  • ₹ 5000.00 for Lumpsum

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.

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 Month2.90
1 YR16.76
2 YR20.35
3 YR11.74

SIP Returns

TenureReturns (CAGR)
1 YR10.94
2 YR17.3
3 YR16.55
5 YR16.06
10 YR15.26

Portfolio

Company Name% Assets
Bajaj Holdings & Investment Ltd.7.94
HDFC Bank Ltd.5.55
Tata Chemicals Ltd.4.81
Reliance Industries Ltd.4.45
ICICI Bank Ltd.3.93
Apollo Tyres Ltd.3.9
Yes Bank Ltd.3.78
JK Cement Ltd3.78
Tata Motors DVR2.64
Infosys Ltd.2.6

Top Sectoral Holdings

Sector Name% Assets
Financial32.6
Healthcare11.12
Automobile9.53
FMCG8.74
Construction8.17
Energy7.39
Services5.85
Technology5.66
Chemicals4.81
Textiles2.2

Indicators

LabelValue
Portfolio turnover ratio15.22
Standard Deviation13.54%
Beta0.88%
Sharpe Ratio0.58

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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