Templeton (I) Childrens Asset Plan - Education Plan
Fund Family Franklin Templeton Mutual Fund
Fund Class Debt Oriented Hybrid Speciality Funds
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Performance
Investment Info
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Not Ranked
This scheme is not ranked by CRISIL.
View Top ranked funds in other categories
Returns (NAV as on May-28-2012)
| Period | Returns (%) | Rank # |
|---|---|---|
| 1 mth | -0.4 | - |
| 3 mth | 0.1 | - |
| 6 mth | 3.5 | - |
| 1 year | 4.7 | - |
| 2 year | 4.9 | - |
| 3 year | 5.6 | - |
| 5 year | 5.3 | - |
# Moneycontrol Rank within 13 Debt Oriented Hybrid Speciality Funds Schemes.
Absolute Returns (in %)
| Year | Qtr 1 | Qtr 2 | Qtr 3 | Qtr 4 | Annual |
|---|---|---|---|---|---|
| 2012 | 4.1 | - | - | - | - |
| 2011 | 0.2 | 1.1 | - | 0.1 | 1.1 |
| 2010 | 1.2 | 1.3 | 2.8 | 0.5 | 6.2 |
| 2009 | 1.1 | 7.8 | 3.2 | -0.2 | 14.5 |
| 2008 | -5.0 | -2.1 | 1.9 | -2.4 | -7.8 |
| 2007 | 0.5 | 4.3 | 3.5 | 4.6 | 13.4 |
* Returns over 1 year are Annualised
Performance
Fund returns v/s Category average (Debt Oriented Hybrid Speciality Funds)
| 1 mth (%) | 3 mth (%) | 6 mth (%) | 1 yr (%) | 2 yr (%) | 3 yr (%) | 5yr (%) | |
| Fund Returns | -0.4 | 0.1 | 3.5 | 4.7 | 4.9 | 5.6 | 5.3 |
| Category avg | -0.2 | 1.0 | 3.1 | 5.5 | 2.3 | 3.1 | 2.7 |
| Difference of Fund returns and Category returns | -0.2 | -0.9 | 0.4 | -0.8 | 2.6 | 2.5 | 2.6 |
| Best of category | 0.5 | 2.3 | 8.0 | 14.1 | 9.2 | 11.8 | 10.7 |
| Worst of category | -1.4 | -1.2 | 2.7 | 1.5 | 3.5 | 6.7 | 7.3 |
Investment Info
Investment Objective
An open-end balanced scheme, whose objective is to provide regular income under the Education Plan and Dividend option of Gift Plan and capital appreciation under the Growth option of Gift Plan.
Scheme details
| Fund Type | Open-Ended |
|---|---|
| Investment Plan | Dividend |
| Launch date | Jun 05, 1998 |
| Benchmark | CRISIL MIP Blended Fund |
| Asset Size (Rs cr) | 1.57 (Mar-31-2012) |
| Minimum Investment | Rs.5000 |
| Last Dividend | N.A. |
| Bonus | N.A. |
| Fund Manager | Anand Radhakrishnan / Anil Prabhudas View performance of schemes managed by the Fund Manager |
| Notes | N.A |
Load Details
| Entry Load | N.A |
|---|---|
| Exit Load | 0.00% |
| Load Comments | Withdrawal only after the child attains the age of 18 |
Contact Details
| Regd. Office | Sakhar Bhavan, 1st Floor, 230, Backbay Reclamation, Nariman Point, Mumbai, 400021 |
|---|---|
| Tel. No. | 66325820-36 |
| Fax No. | 22886707/22886133 |
| mktg@templeton.com | |
| Website | http://www.franklintempletonindia.com |
Peer Comparison
| Debt Oriented Hybrid Speciality Funds | Crisil Rank | Assets (Rs.cr) |
|||||
| 3mth (%) | 6mth (%) | 1yr (%) | 3yr (%) | 5yr (%) | |||
| Kotak Multi Asset Allocation (G) | Not Ranked |
302.30 | 0.7 | 3.8 | 7.0 | -- | -- |
| Tata SIP Fund Series 3 (36 M) (G) | Not Ranked |
8.41 | 0.9 | 3.6 | -- | -- | -- |
| Fidelity I C P - Savings Fund (G) | Not Ranked |
2.13 | 1.8 | 3.7 | 7.5 | -- | -- |
| Tata Retirement Sav. - Conservative | Not Ranked |
1.83 | -0.5 | 3.0 | -- | -- | -- |
| Axis Triple Advantage Fund (G) | Not Ranked |
310.34 | -0.2 | 3.2 | 8.0 | -- | -- |
| * Returns over 1 year are Annualised | More » | ||||||
Portfolio
Asset Allocation (%)()
| Equity | 0.00 |
| Others | 0.00 |
| Debt | 0.00 |
| Mutual Funds | N.A |
| Money Market | 0.00 |
| Cash / Call | 0.00 |
| Sector | (%) |
|---|---|
| Top 3 | N.A. |
News & Videos
News
NHPC, Idea Cellular, Marico top sells: Franklin Templeton
Franklin Templeton Asset Management has decreased its investments in oil & gas, telecommunication an ...
Apr 16, 2012 at 13:25 | Source: Moneycontrol.com
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HDFC Bank, Voltas, ITC top buys: Franklin Templeton
Franklin Templeton Asset Management enhanced its investments in banking & financial services, manufa ...
Mar 10, 2012 at 14:18 | Source: Moneycontrol.com
-
Correction likely, but 2011 lows unlikely: Franklin
R Sukumar, MD and chief investment officer - Franklin Asian Equities, Franklin Templeton Investments ...
Feb 27, 2012 at 11:51 | Source: CNBC-TV18
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