Templeton (I) Childrens Asset Plan - Gift Plan (D)
Fund Family Franklin Templeton Mutual Fund
Fund Class Equity Oriented Hybrid Speciality Funds
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Performance
Investment Info
Peers
Portfolio
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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 | -2.9 | 12 |
| 3 mth | -3.9 | 12 |
| 6 mth | 4.0 | 11 |
| 1 year | -0.7 | 9 |
| 2 year | 2.9 | 7 |
| 3 year | 7.9 | 7 |
| 5 year | 5.8 | 7 |
# Moneycontrol Rank within 20 Equity Oriented Hybrid Speciality Funds Schemes.
Absolute Returns (in %)
| Year | Qtr 1 | Qtr 2 | Qtr 3 | Qtr 4 | Annual |
|---|---|---|---|---|---|
| 2012 | 11.0 | - | - | - | - |
| 2011 | -2.4 | - | -4.3 | -3.9 | -11.4 |
| 2010 | 3.2 | 1.9 | 8.6 | -1.2 | 14.0 |
| 2009 | 1.2 | 32.3 | 10.3 | 3.4 | 54.6 |
| 2008 | -18.7 | -9.3 | 2.1 | -16.9 | -38.2 |
| 2007 | -1.0 | 11.9 | 9.3 | 11.7 | 34.1 |
* Returns over 1 year are Annualised
Performance
Fund returns v/s Category average (Equity Oriented Hybrid Speciality Funds)
| 1 mth (%) | 3 mth (%) | 6 mth (%) | 1 yr (%) | 2 yr (%) | 3 yr (%) | 5yr (%) | |
| Fund Returns | -2.9 | -3.9 | 4.0 | -0.7 | 2.9 | 7.9 | 5.8 |
| Category avg | -3.0 | -2.5 | 3.2 | -1.2 | 2.2 | 5.7 | 2.9 |
| Difference of Fund returns and Category returns | 0.1 | -1.4 | 0.8 | 0.5 | 0.7 | 2.2 | 2.9 |
| Best of category | -0.8 | 2.0 | 10.8 | 8.9 | 11.3 | 19.5 | 11.0 |
| Worst of category | -5.2 | -7.9 | -0.3 | -11.8 | -6.3 | -5.4 | -9.7 |
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 Balance Fund |
| Asset Size (Rs cr) | 7.14 (Mar-31-2012) |
| Minimum Investment | Rs.2000 |
| Last Dividend | N.A. |
| Bonus | N.A. |
| Fund Manager | Anand Radhakrishnan / Anil Prabhudas/Sachin Desai/Umesh Sharma 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
| Equity Oriented Hybrid Speciality Funds | Crisil Rank | Assets (Rs.cr) |
|||||
| 3mth (%) | 6mth (%) | 1yr (%) | 3yr (%) | 5yr (%) | |||
| Templeton (I) Pension Plan (G) | Not Ranked |
217.75 | -1.4 | 4.0 | 3.7 | 6.8 | 6.1 |
| Tata Young Citizens Fund | Not Ranked |
170.54 | 0.1 | 8.5 | 5.8 | 10.6 | 6.7 |
| LIC NOMURA Unit Linked Insurance | Not Ranked |
129.85 | -7.1 | -0.3 | -6.5 | 0.7 | 0.1 |
| LIC NOMURA Systematic AA Fund (G) | Not Ranked |
54.34 | -7.9 | 2.1 | -11.8 | -5.4 | -- |
| Fidelity I C P - Marriage Fund (G) | Not Ranked |
23.06 | -2.5 | 6.2 | 0.6 | -- | -- |
| * Returns over 1 year are Annualised | More » | ||||||
Portfolio
Top Holdings (Jan 31, 06)
| Equity | Sector | Value (Rs cr) |
Asset % |
|---|---|---|---|
| No Holdings Data Available | |||
Asset Allocation (%)(Jan 31, 06)
| 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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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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