Fund has been able to generate better returns compared to other funds in the same category
Less expense ratio implies better returns over the long term
Fund has been able to generate better price return than bank FD
Total holdings with red flags is insignificant
Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.66 | 54.63 | 3.35 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.39 | 47.63 | 2.69 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
IDCW | 0 yrs | 1.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 5,000 |
BenchmarkBenchmark |
---|
NIFTY 500 |
Thematic funds are the equity mutual funds. They invest in stocks linked to a theme. They are well diversifies and may invest in several sectors around a particular opportunity.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
Franklin India Opportunities Fund(IDCW) | 57.52% | 20.80% | 11.53% |
ICICI Pru India Opp Fund(IDCW-Payout) | 36.18% | 20.99% | 19.85% |
HDFC Manufacturing Fund(IDCW) | — | — | — |
Axis India Manufacturing Fund(IDCW) | — | — | — |
Actual
Target
Dec 2023
Mar 2024
Jun 2024
Jul 2024
Dec 2023
Mar 2024
Jun 2024
Jul 2024
Dec 2023
Mar 2024
Jun 2024
Jul 2024
Equity
Others
Holdings
4.47 %
Holdings
4.10 %
Holdings
4.10 %
Franklin Templeton Investments began its operations in India back in 1996 under the name Templeton Asset Management India Pvt. Ltd. The trust, Franklin Templeton Mutual Fund, is registered with SEBI under the registration number MF/026/96/8.
No.of Schemes
33
Total AUM
₹ 1,09,914.32 Cr.
R. Janakiraman
AUM: ₹65,103.44 Cr.
|
Exp: 15yrs
Kiran Sebastian
AUM: ₹11,753.60 Cr.
|
Exp: 18yrs
Sandeep Manam
AUM: ₹86,825.02 Cr.
|
Exp: 12yrs
Manager Performance (0)
Gains are treated as short-term capital gains and taxed at 15%
Gains of over ₹ 1 lakh in a financial year are taxed at 10%
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
Invested
₹—
+Returns (0%)
₹—
-₹—
You make
₹—
Returns
Fund has been able to generate better returns compared to other funds in the same category