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Templeton India Growth Fund (G)

PLAN: Regular OPTIONS: Growth
239.598 2.27 (0.96%)

NAV as on 28 Apr, 2017

CRISIL MF RANK

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MODERATELY HIGH

MODERATELY HIGH

  • Principal at moderately high risk.
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ranking by CRISIL

Average performance in the category

The scheme is ranked 3 in Diversified Equity category by Crisil (for quarter ended Dec 2016) rank unchanged from last quarter. If you are already invested in this scheme, you may consider switching to a better performing scheme.

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Benchmark Index:
 
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Returns (NAV as on 28 Apr, 2017)

Period Returns (%) Rank #
1 mth 5.1 101
3 mth 12.2 68
6 mth 8.7 130
1 year 33.1 55
2 year 15.0 61
3 year 21.2 81
5 year 17.4 44

# Moneycontrol Rank within 263 Diversified Equity Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2016 -5.0 7.2 10.4 -5.5 8.5
2015 -0.3 0.2 -1.7 -0.4 0.2
2014 6.8 19.9 8.1 6.5 49.0
2013 -7.4 -0.6 -8.2 14.4 -1.4
2012 20.4 -3.7 7.0 7.0 36.5

View where it stands within its peers

* Returns over 1 year are Annualised

* Calculation Remark - Dividends are reinvested at the rate of return

Performance

Fund returns v/s Category average (Diversified Equity)

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns 5.1 12.2 8.7 33.1 15.0 21.2 17.4
Category avg 4.3 9.4 8.2 23.9 10.4 13.7 9.9
Difference of Fund returns and Category returns 0.8 2.8 0.5 9.2 4.6 7.5 7.5
Best of category 10.5 20.1 18.9 50.4 25.7 63.9 28.1
Worst of category -8.8 -7.7 -18.5 -19.0 -7.5 -1.7 1.4
Benchmark returns # 1.7 7.4 7.1 16.9 4.5 9.8 11.7
Difference of Fund returns and Benchmark returns 3.4 4.8 1.6 16.2 10.5 11.4 5.7
Templeton India Growth Fund (G) Review by Crisil - Rating: 3 (Rank 3 out of 5)
# Benchmark Index: S&P BSE SENSEX

Investment Info

Investment Objective

An open-end growth scheme with the objective to provide long-term capital growth to its unitholders.

Scheme details

Fund Type Open-Ended
Investment Plan Growth
Launch date Jan 08, 0996
Benchmark S&P BSE SENSEX
Asset Size (Rs cr) 479.51 (Mar-31-2017)
Minimum Investment Rs.5000
Last Dividend Rs.1.50 (May-02-2000) View Dividend History
Bonus N.A.
Fund Manager Chetan Sehgal
View performance of schemes managed by the Fund Manager
Notes N.A

Load Details

Entry Load N.A
Exit Load 1.00%
Load Comments Exit Load 1% if units are redeemed / switched-out within 1 year from the date of allotment.

Contact Details

Regd. Office Indiabulls Finance Centre; Tower 2, 12th and 13th Floor; Senapati Bapat Marg; Elphinstone Road (W) , 400013
Tel. No. 022-67519100
Fax No. 022-66490622/66490627
Email service@templeton.com
Website http://www.franklintempletonindia.com

Peer Comparison

Diversified Equity Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
ICICI Pru Value Discovery Fund (G) Rank 2
14,011.22 8.4 6.7 19.9 23.1 22.3
HDFC Equity Fund (G) Rank 4
13,046.69 9.9 10.1 31.0 17.6 17.0
Reliance Equity Oppor - RP (G) Rank 5
8,662.40 12.7 9.7 22.4 17.8 17.5
Franklin India Prima Plus (G) Rank 3
8,479.15 9.2 7.4 19.6 21.9 19.8
Reliance Growth Fund - RP (G) Rank 3
5,517.58 11.8 8.3 33.1 23.0 18.5
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Mar 31, 17)

Equity Sector Value
(Rs cr)
Asset %
Tata Chemicals Chemicals 45.36 9.46
Bajaj Holdings Banking/Finance 45.12 9.41
ICICI Bank Banking/Finance 39.37 8.21
HDFC Bank Banking/Finance 37.40 7.80
Infosys Technology 35.00 7.30
Reliance Oil & Gas 28.05 5.85
Federal Bank Banking/Finance 28.00 5.84
J. K. Cement Cement 20.91 4.36
Tata Motors (D) Automotive 20.38 4.25
Balkrishna Ind Automotive 16.30 3.40

Full Portfolio

Sector Allocation (Mar 31, 17)

Sector %

1-Year

HighLow

Banking/Finance 39.85 83.20 83.20
Automotive 10.60 14.28 14.28
Oil & Gas 10.27 16.00 16.00
Chemicals 9.46 27.36 27.36
Technology 8.58 23.06 23.06
Pharmaceuticals 4.45 10.22 10.22

View All Sectors

Asset Allocation (%)(Mar 31, 17)

Equity 95.64
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 4.37

View All

Concentration

Holdings (%)
Top 5 42.18
Top 10 65.88
Sector (%)
Top 3 60.72

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