Templeton India Value Fund Value
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|Risk||Moderately High risk|
|Exit Load||1% for 365 Days|
More about this fund
|ICICI Bank Ltd||8.62%|
|HDFC Bank Ltd||6.28%|
|Tata Motors Ltd Class A||4.57%|
|Tata Chemicals Ltd||4.46%|
|State Bank of India||4.05%|
|HCL Technologies Ltd||3.64%|
|Mahindra & Mahindra Ltd||3.49%|
|Grasim Industries Ltd||3.19%|
|Coal India Ltd||2.98%|
About Templeton Value Fund
Templeton Value Fund is an open ended equity fund aimed at investing instruments related to equity with a value investment focused approach with an objective to provide long-term capital appreciation to its Unitholders by following a value investment strategy.
Pros & Cons of Templeton Value Fund
Templeton Value Fund offers the following benefits: 1. Value Focused approach: The fund invests in companies that are undervalued and offer a potential for long term capital appreciation. This is the same approach used by great investors like Warren buffet. 2. The fund has consistently declared a dividend every year since the last 15 years.
Certain drawbacks of Templeton Value Fund 1. The fund need a very long term for its performance to show up. In short term it might perform only average.
Fund Information and Statistics of Templeton Value Fund
i) Inception/ Launch date
Templeton Value Fund was launched on September 10, 1996 Franklin Templeton Investments Mutual Fund AMC.
ii) Risk level
Being an equity oriented fund, this fund is a moderately high risk bet and suitable for investors who have a long-term investment horizon of more than 5 years.
Redemption of Units will be done by a repurchase/buyback by the fund house. Under normal circumstances, your fund house will dispatch the redemption proceeds within 10 business days from date of receipt of request.
iv) Fund Manager
Mr. Vikas Chiranewal is the fund manager of the scheme.
v) Entry / Exit load
The exit load is 1% if the units are redeemed within 12 months from the date of allotment in respect of purchase made other than through SIP. Also if redeemed within 12 months from the date of allotment of units of each instalment of SIP purchase, the same applies.
Tax benefits of investing in the fund
The short-term capital gains made on sale of units within 1 year from the date of allotment will be taxed at the rate of 15%. The long term capital gains, over and above Rs 1 lakh, made on sale of units after 1 year from the date of allotment will be taxable at the rate of 10% (without indexation).
About Franklin Templeton Mutual Fund
Templeton Value Funds are managed by Franklin Templeton Investments Mutual Fund AMC, one of India’s most trusted fund houses with a proven track record of delivering returns. The fund has been on the forefront of financial innovation leading to a well-diversified portfolio of around 20+ mutual fund products, across equity and debt.
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All investments come with risk. Risk is the volatility or fluctuation in the price (and returns) of the investment. Usually,
- High Risk = High possible returns
- Low Risk = Stable, relatively lower returns