Established in 1947, Franklin Templeton Investments is known for delivering exceptional services in the field of asset management to clients from the retail sector, institutional sector, and those that have a high net worth. In today’s date, Franklin Templeton has around 600 investment professionals in more than 28 nations all across the world. They are qualified on a large-scale with the ability to look beyond the most evident securities in markets and sectors, in order to discern and shape global investments that are in accordance with their rigorous investment standard.
Types of Mutual Funds Offered by Franklin Templeton:
The following are the types of funds offered by Franklin Templeton Investments:
- ELSS
- Equity Funds
- Fixed Income Funds
- Hybrid Funds
- International Funds
- Liquid Funds
ELSS Funds Offered by Franklin Templeton
- Franklin India Taxshield - ELSS Fund
|
Fund Type |
Open ended equity linked saving scheme |
|
Entry Load |
N/A |
|
Exit Load |
NIL |
|
Benchmark |
Nifty 500 |
|
Fund Managers |
Lakshmikanth Reddy & Janakiraman Rengaraju |
|
Risk Factor |
Moderately high |
Investment Objective of Franklin India Taxshield - ELSS Fund
Franklin India Taxshield aims to offer medium to long-term capital growth for its investors in addition to income tax rebate.
Who is Franklin India Taxshield for?
Franklin India Taxshield is essentially suitable for investors who are seeking capital appreciation on a long-term basis and income tax benefits under Section 80C of the Income Tax Act, 1961.
Equity Funds Offered by Franklin Templeton
- Franklin Build India Fund
- Franklin India Bluechip Fund
- Franklin India Equity Advantage Fund (Erstwhile Franklin India Flexi Cap Fund)
- Franklin India Equity Fund (Erstwhile Franklin India Prima Plus)
- Franklin India Focused Equity Fund (Erstwhile Franklin India High Growth Companies Fund)
- Franklin India Index Fund - NSE Nifty Plan
- Franklin India Opportunities Fund
- Franklin India Prima Fund
- Franklin India Smaller Companies Fund
- Franklin India Technology Fund
- Templeton India Equity Income Fund
- Templeton India Value Fund (Erstwhile Templeton India Growth Fund)
|
Fund Type |
Open ended equity scheme |
|
Entry Load |
N/A |
|
Exit Load |
For units redeemed within a period of one year since allotment - 1% |
|
Benchmark |
S&P BSE India Infrastructure Index |
|
Fund Manager |
Roshi Jain, Anand Radhakrishnan & Srikesh Karunakaran Nair |
|
Risk Factor |
High |
Investment Objective of Franklin Build India Fund
Franklin Build India Fund aims to obtain capital appreciation by means of investment in companies that are either directly or indirectly engaged in infrastructural activities.
Who is Franklin Build India Fund for?
Franklin Build India Fund is suitable for investors who are seeking capital appreciation on a long-term basis via predominant investment in infrastructure and associated sectors.
|
Fund Type |
Large cap fund - open ended equity scheme |
|
Entry Load |
N/A |
|
Exit Load |
With regard to each unit purchase: For units redeemed or switched out within a period of one year since allotment - 1% |
|
Benchmark |
Nifty 100 |
|
Fund Manager |
Anand Radhakrishnan, Roshi Jain & Srikesh Karunakaran Nair |
|
Risk Factor |
Moderately high |
Investment Objective of Franklin India Bluechip Fund
Franklin India Bluechip Fund aims to obtain capital appreciation on a long-term basis by means of portfolio management of equity and equity-related securities. This fund inclines towards large cap organisations while investing in a range of other companies.
Who is Franklin India Bluechip Fund for?
Franklin India Bluechip Fund is suitable for investors who are seeking capital growth on a long-term basis and are looking for a fund investing in large cap stocks.
|
Fund Type |
Large and midcap fund - open ended equity scheme |
|
Entry Load |
N/A |
|
Exit Load |
With regard to each unit purchase: For units redeemed or switched out within a period of one year since allotment - 1% |
|
Benchmark |
Nifty 500 |
|
Fund Manager |
Lakshmikanth Reddy, Janakiraman Rengaraju & Srikesh Karunakaran Nair |
|
Risk Factor |
Moderately high |
Investment Objective of Franklin India Equity Advantage Fund (Erstwhile Franklin India Flexi Cap Fund)
Franklin India Equity Advantage Fund aims to provide long-term and medium capital appreciation through primary investment in midcap and large cap stocks.
Who is Franklin India Equity Advantage Fund (Erstwhile Franklin India Flexi Cap Fund) for?
Franklin India Equity Advantage Fund (Erstwhile Franklin India Flexi Cap Fund) is suitable for investors who are seeking capital appreciation on a long-term basis and a fund with predominant investment in midcap and large cap stocks.
|
Fund Type |
Multicap fund - open ended equity scheme |
|
Entry Load |
N/A |
|
Exit Load |
With regard to each unit purchase: For units redeemed or switched out within a period of one year since allotment - 1% |
|
Benchmark |
Nifty 500 |
|
Fund Manager |
Anand Radhakrishnan, Janakiraman Rengaraju & Srikesh Karunakaran Nair |
|
Risk Factor |
Moderately high |
Investment Objective of Franklin India Equity Fund (Erstwhile Franklin India Prima Plus)
Franklin India Equity Fund (Erstwhile Franklin India Prima Plus) aims to provide capital growth along with dividends via a diversified portfolio of fixed income securities, equities, and money market instruments.
Who is Franklin India Equity Fund (Erstwhile Franklin India Prima Plus) for?
Franklin India Equity Fund (Erstwhile Franklin India Prima Plus) is suitable for investors who are seeking capital appreciation on a long-term basis through investment in midcap, small cap and large cap stocks.
|
Fund Type |
Open ended equity scheme |
|
Entry Load |
N/A |
|
Exit Load |
For units redeemed or switched out within a period of one year from the allotment date - 1% |
|
Benchmark |
Nifty 50 Nifty 500 |
|
Fund Manager |
Roshi Jain, Anand Radhakrishnan & Srikesh Karunakaran Nair |
|
Risk Factor |
Moderately high |
Investment Objective of Franklin India Focused Equity Fund (Erstwhile Franklin India High Growth Companies Fund)
Franklin India Focused Equity Fund (Erstwhile Franklin India High Growth Companies Fund) aims to obtain maximum capital appreciation by means of primary investment in Indian companies or sectors that have a higher growth potential.
Who is Franklin India Focused Equity Fund (Erstwhile Franklin India High Growth Companies Fund) for?
Franklin India Focused Equity Fund (Erstwhile Franklin India High Growth Companies Fund) is suitable for investors who are seeking capital appreciation on a long-term basis through a fund that predominantly invests in companies’ stocks with high rates of growth and an exceedingly huge growth potential.
|
Fund Type |
Open ended scheme |
|
Entry Load |
N/A |
|
Exit Load |
For units redeemed or switched out within a period of thirty days from the allotment date - 1% |
|
Benchmark |
NSE Nifty (Nifty 50) |
|
Fund Manager |
Varun Sharma & Srikesh Karunakaran Nair |
|
Risk Factor |
Moderately high |
Investment Objective of Franklin India Index Fund - NSE Nifty Plan
Franklin India Index Fund - NSE Nifty Plan aims to make investments in organisations and firms whose securities are a part of the Nifty entity and can hence be tracked for errors. This endeavour is carried out with an effort to obtain results that are comparable with the Nifty 50 Index.
Who is Franklin India Index Fund - NSE Nifty Plan for?
Franklin India Index Fund - NSE Nifty Plan is suitable for investors who are seeking capital appreciation on a long-term basis through an index fund that is managed passively.
|
Fund Type |
Open ended equity scheme |
|
Entry Load |
N/A |
|
Exit Load |
With regard to each unit purchase: For units redeemed or switched out within a period of one year from allotment - 1% |
|
Benchmark |
Nifty 500 |
|
Fund Manager |
Janakiraman Rengaraju, Hari Shyamsunder & Srikesh Karunakaran Nair |
|
Risk Factor |
Moderately high |
Investment Objective of Franklin India Opportunities Fund
Franklin India Opportunities Fund aims to obtain maximum capital appreciation by means of investment in possibilities produced by special circumstances such as corporate restructuring, Government regulatory or policy changes, organisations withstanding unique obstacles, and so on.
Who is Franklin India Opportunities Fund for?
Franklin India Opportunities Fund is suitable for investors who are seeking capital appreciation on a long-term basis through a fund that operates around the theme of special circumstances.
|
Fund Type |
Midcap fund - open ended equity scheme |
|
Entry Load |
N/A |
|
Exit Load |
With regard to each unit purchase: For units redeemed or switched out within a period of one year from allotment - 1% |
|
Benchmark |
Nifty Midcap 150 |
|
Fund Manager |
Janakiraman Rengaraju, Hari Shyamsunder & Srikesh Karunakaran Nair |
|
Risk Factor |
Moderately high |
Investment Objective of Franklin India Prima Fund
Franklin India Prima Fund aims to primarily provide capital appreciation on a medium and long-term basis. The secondary objective of this fund is to provide income.
Who is Franklin India Prima Fund for?
Franklin India Prima Fund is suitable for investors who are seeking capital appreciation on a long term basis and a fund with predominant investment in midcap stocks.
|
Fund Type |
Small cap fund - open ended equity scheme |
|
Entry Load |
N/A |
|
Exit Load |
For units redeemed or switched out within a period of one year from the allotment date - 1% |
|
Benchmark |
Nifty Smallcap 250 |
|
Fund Manager |
Janakiraman Rengaraju, Hari Shyamsunder & Srikesh Karunakaran Nair |
|
Risk Factor |
Moderately high |
Investment Objective of Franklin India Smaller Companies Fund
Franklin India Smaller Companies Fund aims to provide capital appreciation on a long-term basis via predominant investment in small cap companies.
Who is Franklin India Smaller Companies Fund for?
Franklin India Smaller Companies Fund is suitable for investors who are seeking capital appreciation on a long-term basis and a fund with predominant investment in small cap companies.
|
Fund Type |
Open ended equity scheme |
|
Entry Load |
N/A |
|
Exit Load |
For units redeemed or switched out within a period of one year from the allotment date - 1% |
|
Benchmark |
S&P BSE TECK |
|
Fund Manager |
Anand Radhakrishnan, Varun Sharma & Srikesh Karunakaran Nair |
|
Risk Factor |
High |
Investment Objective of Franklin India Technology Fund
Franklin India Technology Fund aims to provide capital appreciation on a long-term basis by means of primary investment in equity and equity related securities of technological companies.
Who is Franklin India Technology Fund for?
Franklin India Technology Fund is suitable for investors who are seeking capital appreciation on a long-term basis and a fund with predominant investment in technology stocks and in technological organisations.
|
Fund Type |
Open ended equity scheme |
|
Entry Load |
N/A |
|
Exit Load |
With respect to each unit purchase: For units redeemed or switched-out within a period of one year from the allotment date: 1% |
|
Benchmark |
S&P BSE 200 |
|
Fund Manager |
Vikas Chiranewal & Srikesh Karunakaran Nair |
|
Risk Factor |
Moderately high |
Investment Objective of Templeton India Equity Income Fund
Templeton India Equity Income Fund aims to provide capital appreciation on a long-term basis along with regular income via predominant investment in stocks having a substantial dividend yield, through the use of a potent strategy.
Who is Templeton India Equity Income Fund for?
Templeton India Equity Income Fund is suitable for investors who are seeking capital appreciation on a long-term basis and a fund with primary focus on Indian and emerging stocks in the market having a substantial dividend yield.
|
Fund Type |
Open ended equity scheme |
|
Entry Load |
N/A |
|
Exit Load |
With respect to each unit purchase: For units redeemed or switched-out within a period of one year from the allotment date - 1% |
|
Benchmark |
MSCI India Value |
|
Fund Manager |
Vikas Chiranewal |
|
Risk Factor |
Moderately high |
Investment Objective of Templeton India Value Fund (Erstwhile Templeton India Growth Fund)
Templeton India Value Fund (Erstwhile Templeton India Growth Fund) aims to implement a valuable investment strategy to successfully provide capital growth on a long-term basis to its unitholders.
Who is Templeton India Value Fund (Erstwhile Templeton India Growth Fund) for?
Templeton India Value Fund (Erstwhile Templeton India Growth Fund) is suitable for investors who are seeking capital appreciation on a long-term basis and a fund executing a value investment strategy.
Fixed Income Funds Offered by Franklin Templeton Mutual Fund
- Franklin India Banking & PSU Debt Fund
- Franklin India Corporate Debt Fund (Esrtwhile Franklin India Income Builder Account)
- Franklin India Credit Risk Fund (Erstwhile Franklin India Corporate Bond Opportunities Fund)
- For under 10% of the units redeemed within a period of one year from the allotment date - no chargeable exit load
- For more than 10% of the units redeemed on or before one year from the allotment date - 3%
- For more than 10% of the units redeemed after one year but within a period of 24 months from the allotment date - 2%
- For more than 10% of the units redeemed after 24 months but within a period of 36 months from the allotment date - 1%
- For more than 10% of the units redeemed after a period of 36 months from the allotment date - NIL
- Franklin India Dynamic Accrual Fund
- For less than 10% of the units redeemed within a period of one year from the allotment date - no chargeable exit load
- For units redeemed on or before one year from the allotment date - 3%
- For units redeemed after one year but within a period of 24 months from the allotment date - 2%
- For more than 10% of the units redeemed after 24 months but within a period of 36 months from the allotment date - 1%
- For more than 10% of the units redeemed after 36 months but within a period of 48 months from the allotment date - 0.50%
- For more than 10% of the units redeemed after 48 months from the allotment date - NIL
- Franklin India Fixed Maturity Plans - Series 1 - Plan A (1108 Days)
- For plans having a maturity period between 85 days and 91 days - CRISIL Liquid Fund Index
- For plans having a maturity period between 91 days and 3 years - CRISIL Short Term Bond Fund Index
- For plans having a maturity period that exceeds 3 years and 7 years - CRISIL Composite Bond Fund Index
- For plans having a maturity period that exceeds 7 years -I- sec Libex Index
- Franklin India Fixed Maturity Plans - Series 1 - Plan B (1104 Days)
- For plans having a maturity period between 85 days and 91 days - CRISIL Liquid Fund Index
- For plans having a maturity period that exceeds 91 days and is upto 3 years - CRISIL Short Term Bond Fund Index
- For plans having a maturity period that exceeds 3 years and is upto 7 years - CRISIL Composite Bond Fund Index
- For plans having a maturity period that exceeds the period of 7 years - I- sec Libex Index
- Franklin India Fixed Maturity Plans - Series 2 - Plan A (1224 Days)
- For plans having a maturity period between 85 days and 91 days - CRISIL Liquid Fund Index
- For plans having a maturity period that exceeds 91 days and is upto 3 years - CRISIL Short Term Bond Fund Index
- For plans having a maturity period that exceeds 3 years and is upto 7 years - CRISIL Composite Bond Fund Index
- For plans having a maturity period that exceeds 7 years - I- sec Libex Index
- Franklin India Fixed Maturity Plans - Series 2 - Plan B (1224 Days)
- For plans having a maturity period between 85 days and 91 days - CRISIL Liquid Fund Index
- For plans having a maturity period that exceeds 91 days and is upto 3 years - CRISIL Short Term Bond Fund Index
- For plans having a maturity period that exceeds 3 years and is upto 7 years - CRISIL Composite Bond Fund Index
- For plans having a maturity period that exceeds 7 years - I - sec Libex Index
- Franklin India Fixed Maturity Plans - Series 3 - Plan A (1157 Days)
- For plans having a maturity period between 85 days and 91 days - CRISIL Liquid Fund Index
- For plans having a maturity period that exceeds 91 days and is upto 3 years - CRISIL Short Term Bond Fund Index
- For plans having a maturity period that exceeds 3 years and is upto 7 years - CRISIL Composite Bond Fund Index
- For plans having a maturity period that exceeds 7 years - I - sec Libex Index
- Franklin India Fixed Maturity Plans - Series 3 - Plan D (1132 Days)
- For plans having a maturity period between 85 days and 91 days - CRISIL Liquid Fund Index
- For plans having a maturity period that exceeds 91 days and is upto 3 years - CRISIL Short Term Bond Fund Index
- For plans having a maturity period that exceeds 3 years and is upto 7 years - CRISIL Composite Bond Fund Index
- For plans having a maturity period that exceeds 7 years - I - sec Libex Index
- Franklin India Fixed Maturity Plans - Series 3 - Plan E (1104 Days)
- For plans having a maturity period between 85 days and 91 days - CRISIL Liquid Fund Index
- For plans having a maturity period that exceeds 91 days and is upto 3 years - CRISIL Short Term Bond Fund Index
- For plans having a maturity period that exceeds 3 years and is upto 7 years - CRISIL Composite Bond Fund Index
- For plans having a maturity period that exceeds 7 years - I - sec Libex Index
- NFO - Franklin India Fixed Maturity Plans - Series 3 - Plan B (1139 Days)
- For plans having a maturity period between 85 days and 91 days - CRISIL Liquid Fund Index
- For plans having a maturity period that exceeds 91 days and is upto 3 years - CRISIL Short Term Bond Fund Index
- For plans having a maturity period that exceeds 3 years and is upto 7 years - CRISIL Composite Bond Fund Index
- For plans having a maturity period that exceeds 7 years - I - sec Libex Index
- Franklin India Fixed Maturity Plans - Series 2 - Plan C (1205 Days)
- For plans having a maturity period between 85 days and 91 days - CRISIL Liquid Fund Index
- For plans having a maturity period that exceeds 91 days and is upto 3 years - CRISIL Short Term Bond Fund Index
- For plans having a maturity period that exceeds 3 years and is upto 7 years - CRISIL Composite Bond Fund Index
- For plans having a maturity period that exceeds 7 years - I - sec Libex Index
- Franklin India Fixed Maturity Plans - Series - 4 - Plan A (1098 Days)
- For plans having a maturity period between 85 days and 91 days - CRISIL Liquid Fund Index
- For plans having a maturity period that exceeds 91 days and is upto 3 years - CRISIL Short Term Bond Fund Index
- For plans having a maturity period that exceeds 3 years and is upto 7 years - CRISIL Composite Bond Fund Index
- For plans having a maturity period that exceeds 7 years - I - sec Libex Index
- Franklin India Floating Rate Fund (Erstwhile Franklin India Cash Management Account)
- Franklin India Government Securities Fund (Erstwhile Franklin India Government Securities Fund - Long Term Plan)
- Franklin India Income Opportunities Fund
- For upto 10% of the units redeemed within one year from the allotment date - no chargeable exit load
- For more than 10% of the units redeemed on or before completion of a year (12 months) from the allotment date - 3%
- For more than 10% of the units redeemed after one year (12 months) but within the period of 18 months from the allotment date - 2%
- For more than 10% of the units redeemed after 18 months but within the period of 24 months from the allotment date - 1%
- For more than 10% of the units redeemed after a period of 24 months from the allotment date - no chargeable exit load
- Franklin India Low Duration Fund
- Franklin India Savings Fund (Erstwhile Franklin India Savings Plus Fund)
- Franklin India Short Term Income Plan
- For 10% of the units redeemed within one year from the allotment date - no chargeable exit load
- For units redeemed on or before 12 months from the allotment date - 0.50%
- For units redeemed after a timeframe of one year from the allotment date - NIL
- Franklin India Ultra Short Bond Fund
|
Fund Type |
Open ended debt scheme |
|
Entry Load |
N/A |
|
Exit Load |
NIL |
|
Benchmark |
CRISIL Composite Bond Fund Index |
|
Fund Manager |
Umesh Sharma, Sachin Shankar Padwal Desai & Srikesh Karunakaran Nair |
|
Risk Factor |
Moderate |
Investment Objective of Franklin India Banking & PSU Debt Fund
Franklin India Banking & PSU Debt Fund aims to provide a steady income through investments in a variety of money market and debt instruments that primary have securities that have been issued by establishments such as banks, Public Sector Undertakings (PSUs), and municipal bonds. This scheme, however, does not guarantee the achievement of its objective.
Who is Franklin India Banking & PSU Debt Fund for?
Franklin India Banking & PSU Debt Fund is suitable for investors who are seeking a steady income for a medium term and a fund that has its primary investment in money market and debt instruments predominantly issued by PSUs, municipal bonds, and banks.
|
Fund Type |
Open ended debt scheme |
|
Entry Load |
N/A |
|
Exit Load |
NIL |
|
Benchmark |
Crisil Short Term Bond Fund Index |
|
Fund Manager |
Santosh Kamath & Sumit Gupta |
|
Risk Factor |
Moderate |
Investment Objective of Franklin India Corporate Debt Fund (Esrtwhile Franklin India Income Builder Account)
Franklin India Corporate Debt Fund (Esrtwhile Franklin India Income Builder Account) aims to provide to its investors capital appreciation and a regular income through this scheme.
Who is Franklin India Corporate Debt Fund (Esrtwhile Franklin India Income Builder Account) for?
Franklin India Corporate Debt Fund (Esrtwhile Franklin India Income Builder Account) is suitable for investors who are seeking capital appreciation on a medium term basis along with regular income and a fund that predominantly has its focus on AA+ (and more) rated PSU and corporate bonds.
|
Fund Type |
Open ended debt scheme |
|
Entry Load |
N/A |
|
Exit Load |
|
|
Benchmark |
Crisil Short Term Bond Fund Index |
|
Fund Manager |
Santosh Kamath & Sumit Gupta |
|
Risk Factor |
Moderate |
Investment Objective of Franklin India Credit Risk Fund (Erstwhile Franklin India Corporate Bond Opportunities Fund)
Franklin India Credit Risk Fund (Erstwhile Franklin India Corporate Bond Opportunities Fund) primarily focuses on securities issued by corporates in order to provide capital appreciation and regular income to its investors.
Who is Franklin India Credit Risk Fund (Erstwhile Franklin India Corporate Bond Opportunities Fund) for?
Franklin India Credit Risk Fund (Erstwhile Franklin India Corporate Bond Opportunities Fund) is suitable for investors who are seeking capital appreciation on a medium to long-term basis along with regular income and a bond fund that predominantly has its focus on AA (and below rated) corporate bonds.
|
Fund Type |
Open ended dynamic debt scheme |
|
Entry Load |
N/A |
|
Exit Load |
|
|
Benchmark |
Crisil Composite Bond Fund Index |
|
Fund Manager |
Santosh Kamath, Umesh Sharma & Sachin Shankar Padwal Desai |
|
Risk Factor |
Moderate |
Investment Objective of Franklin India Dynamic Accrual Fund
Franklin India Dynamic Accrual Fund predominantly invests in fixed income securities in order to provide a regular income to its investors.
Who is Franklin India Dynamic Accrual Fund for?
Franklin India Dynamic Accrual Fund is suitable for investors who are seeking capital appreciation on a medium term basis along with a regular stream of income and a fund that has its primary focus on fixed income securities having a high accrual and high potential for capital profits.
|
Fund Type |
Close ended debt fund |
|
Entry Load |
N/A |
|
Exit Load |
NIL |
|
Benchmark |
|
|
Fund Manager |
Umesh Sharma |
|
Risk Factor |
Moderate |
Investment Objective of Franklin India Fixed Maturity Plans - Series 1 - Plan A (1108 Days)
Franklin India Fixed Maturity Plans - Series 1 - Plan A (1108 Days) primarily invests in a variety of debt instruments and fixed income securities that are maturing either on or before the scheme matures, in order to generate income for its investors. This scheme, however, does not guarantee the achievement of its investment objective.
Who is Franklin India Fixed Maturity Plans - Series 1 - Plan A (1108 Days) for?
Franklin India Fixed Maturity Plans - Series 1 - Plan A (1108 Days) is suitable for investors who are seeking an income over the plan’s whole term and a fund with its predominant investment in money market and debt instruments.
|
Fund Type |
Close ended debt fund |
|
Entry Load |
N/A |
|
Exit Load |
NIL |
|
Benchmark |
|
|
Fund Manager |
Umesh Sharma and Sachin Padwal-Desai |
|
Risk Factor |
Moderate |
Investment Objective of Franklin India Fixed Maturity Plans - Series 1 - Plan B (1104 Days)
Franklin India Fixed Maturity Plans - Series 1 - Plan B (1104 Days) predominantly invests in a variety of debt instruments and fixed income securities that are maturing either on or before the scheme matures, in order to generate income for its investors. This scheme, however, does not guarantee the achievement of its investment objective.
Who is Franklin India Fixed Maturity Plans - Series 1 - Plan B (1104 Days) for?
Franklin India Fixed Maturity Plans - Series 1 - Plan B (1104 Days) is suitable for investors who are seeking a steady flow of income over the plan’s whole term and a fund with its primary investment in money market and debt instruments.
|
Fund Type |
Close ended debt fund |
|
Entry Load |
N/A |
|
Exit Load |
NIL |
|
Benchmark |
|
|
Fund Manager |
Umesh Sharma and Sachin Padwal-Desai |
|
Risk Factor |
Moderate |
Investment Objective of Franklin India Fixed Maturity Plans - Series 2 - Plan A (1224 Days)
Franklin India Fixed Maturity Plans - Series 2 - Plan A (1224 Days) predominantly invests in a variety of debt instruments and fixed income securities that are maturing either on or before the scheme matures, in order to generate income for its investors. This scheme, however, does not guarantee the achievement of its investment objective.
Who is Franklin India Fixed Maturity Plans - Series 2 - Plan A (1224 Days) for?
Franklin India Fixed Maturity Plans - Series 2 - Plan A (1224 Days) is essentially suitable for investors who are seeking a steady flow of income over the plan’s whole term and a fund with its primary investment in money market and debt instruments.
|
Fund Type |
Close ended debt fund |
|
Entry Load |
N/A |
|
Exit Load |
NIL |
|
Benchmark |
|
|
Fund Manager |
Umesh Sharma and Sachin Padwal-Desai |
|
Risk Factor |
Moderate |
Investment Objective of Franklin India Fixed Maturity Plans - Series 2 - Plan B (1224 Days)
Franklin India Fixed Maturity Plans - Series 2 - Plan B (1224 Days) predominantly invests in a variety of debt instruments and fixed income securities that are maturing either on or before the scheme matures, in order to generate income for its investors. This scheme, however, does not guarantee the achievement of its investment objective.
Who is Franklin India Fixed Maturity Plans - Series 2 - Plan B (1224 Days) for?
Franklin India Fixed Maturity Plans - Series 2 - Plan B (1224 Days) is essentially suitable for investors who are seeking a steady flow of income over the plan’s whole term and a fund with its primary investment in money market and debt instruments.
|
Fund Type |
Close ended debt fund |
|
Entry Load |
N/A |
|
Exit Load |
NIL |
|
Benchmark |
|
|
Fund Manager |
Umesh Sharma and Sachin Padwal-Desai |
|
Risk Factor |
Moderate |
Investment Objective of Franklin India Fixed Maturity Plans - Series 3 - Plan A (1157 Days)
Franklin India Fixed Maturity Plans - Series 3 - Plan A (1157 Days) primarily invests in a variety of debt instruments and fixed income securities that are maturing either on or before the scheme matures, in order to generate income for its investors. This scheme, however, does not guarantee the achievement of its investment objective.
Who is Franklin India Fixed Maturity Plans - Series 3 - Plan A (1157 Days) for?
Franklin India Fixed Maturity Plans - Series 3 - Plan A (1157 Days) is suitable for investors who are seeking a steady income flow over the plan’s whole term and a fund that has its primary investment in money market and debt instruments.
|
Fund Type |
Close ended debt fund |
|
Entry Load |
N/A |
|
Exit Load |
NIL |
|
Benchmark |
|
|
Fund Manager |
Umesh Sharma and Sachin Padwal-Desai |
|
Risk Factor |
Moderate |
Investment Objective of Franklin India Fixed Maturity Plans - Series 3 - Plan D (1132 Days)
Franklin India Fixed Maturity Plans - Series 3 - Plan D (1132 Days) primarily invests in a variety of debt instruments and fixed income securities that are maturing either on or before the scheme matures, in order to generate income for its investors. This scheme, however, does not guarantee the achievement of its investment objective.
Who is Franklin India Fixed Maturity Plans - Series 3 - Plan D (1132 Days) for?
Franklin India Fixed Maturity Plans - Series 3 - Plan D (1132 Days) is essentially suitable for investors who are seeking a steady income flow over the plan’s whole term and a fund that has its primary investment in money market and debt instruments.
|
Fund Type |
Close ended debt fund |
|
Entry Load |
N/A |
|
Exit Load |
NIL |
|
Benchmark |
|
|
Fund Manager |
Umesh Sharma and Sachin Padwal-Desai |
|
Risk Factor |
Moderate |
Investment Objective of Franklin India Fixed Maturity Plans - Series 3 - Plan E (1104 Days)
Franklin India Fixed Maturity Plans - Series 3 - Plan E (1104 Days) primarily invests in a variety of debt instruments and fixed income securities that are maturing either on or before the scheme matures, in order to generate income for its investors. This scheme, however, does not guarantee the achievement of its investment objective.
Who is Franklin India Fixed Maturity Plans - Series 3 - Plan E (1104 Days) for?
Franklin India Fixed Maturity Plans - Series 3 - Plan E (1104 Days) is essentially suitable for investors who are seeking a steady income flow over the plan’s whole term and a fund that has its primary investment in money market and debt instruments.
|
Fund Type |
Close ended debt fund |
|
Entry Load |
N/A |
|
Exit Load |
NIL |
|
Benchmark |
|
|
Fund Manager |
Umesh Sharma and Sachin Padwal-Desai |
|
Risk Factor |
Moderate |
Investment Objective of NFO - Franklin India Fixed Maturity Plans - Series 3 - Plan B (1139 Days)
NFO - Franklin India Fixed Maturity Plans - Series 3 - Plan B (1139 Days) primarily invests in a variety of debt instruments and fixed income securities that are maturing either on or before the scheme matures, in order to generate income for its investors. This scheme, however, does not guarantee the achievement of its investment objective.
Who is NFO - Franklin India Fixed Maturity Plans - Series 3 - Plan B (1139 Days) for?
NFO - Franklin India Fixed Maturity Plans - Series 3 - Plan B (1139 Days) is essentially suitable for investors who are seeking a steady income flow over the plan’s whole term and a fund that has its primary investment in money market and debt instruments.
|
Fund Type |
Close ended debt fund |
|
Entry Load |
N/A |
|
Exit Load |
NIL |
|
Benchmark |
|
|
Fund Manager |
Umesh Sharma and Sachin Padwal-Desai |
|
Risk Factor |
Moderate |
Investment Objective of Franklin India Fixed Maturity Plans - Series 2 - Plan C (1205 Days)
Franklin India Fixed Maturity Plans - Series 2 - Plan C (1205 Days) predominantly invests in a variety of debt instruments and fixed income securities that are maturing either on or before the scheme matures, in order to generate income for its investors. This scheme, however, does not guarantee the achievement of its investment objective.
Who is Franklin India Fixed Maturity Plans - Series 2 - Plan C (1205 Days) for?
Franklin India Fixed Maturity Plans - Series 2 - Plan C (1205 Days) is essentially suitable for investors who are seeking a steady income flow over the plan’s whole term and a fund that has its primary investment in money market and debt instruments.
|
Fund Type |
Close ended debt fund |
|
Entry Load |
N/A |
|
Exit Load |
NIL |
|
Benchmark |
|
|
Fund Manager |
Umesh Sharma and Sachin Padwal-Desai |
|
Risk Factor |
Moderate |
Investment Objective of Franklin India Fixed Maturity Plans - Series - 4 - Plan A (1098 Days)
Franklin India Fixed Maturity Plans - Series - 4 - Plan A (1098 Days) primarily invests in a variety of debt instruments and fixed income securities that are maturing either on or before the scheme matures, in order to generate income for its investors. This scheme, however, does not guarantee the achievement of its investment objective.
Who is Franklin India Fixed Maturity Plans - Series - 4 - Plan A (For 1098 Days)
Franklin India Fixed Maturity Plans - Series - 4 - Plan A (1098 Days) is essentially suitable for investors who are seeking a steady income flow over the plan’s whole term and a fund that has its primary investment in money market and debt instruments.
|
Fund Type |
Open ended debt scheme |
|
Entry Load |
N/A |
|
Exit Load |
NIL |
|
Benchmark |
Crisil Liquid Fund Index |
|
Fund Manager |
Pallab Roy, Umesh Sharma & Srikesh Karunakaran Nair |
|
Risk Factor |
Moderate |
Investment Objective of Franklin India Floating Rate Fund (Erstwhile Franklin India Cash Management Account)
Franklin India Floating Rate Fund (Erstwhile Franklin India Cash Management Account) primarily aims to offer liquidity and an income flow through moderately risky investments from a variety of instruments such as floating rate debt instruments, money market instruments, fixed rate instruments, and fixed rate debt instruments exchanged for floating rate returns.
Who is Franklin India Floating Rate Fund (Erstwhile Franklin India Cash Management Account) for?
Franklin India Floating Rate Fund (Erstwhile Franklin India Cash Management Account) is essentially suitable for investors who are seeking a steady (regular) income on a short-term basis.
|
Fund Type |
Open ended debt scheme |
|
Entry Load |
N/A |
|
Exit Load |
NIL |
|
Benchmark |
I-Sec Li-BEX |
|
Fund Manager |
Sachin Shankar Padwal Desai & Umesh Sharma |
|
Risk Factor |
Moderate |
Investment Objective of Franklin India Government Securities Fund (Erstwhile Franklin India Government Securities Fund - Long Term Plan)
Franklin India Government Securities Fund (Erstwhile Franklin India Government Securities Fund - Long Term Plan) aims to invest in sovereign securities issued by the Central Government or any State Government, a Central Government security with unconditional guarantee, or securities of State Government for repayment of interest and principal, in order to generate high returns for its investors.
Who is Franklin India Government Securities Fund (Erstwhile Franklin India Government Securities Fund - Long Term Plan) for?
Franklin India Government Securities Fund (Erstwhile Franklin India Government Securities Fund - Long Term Plan) is essentially suitable for investors who are seeking capital appreciation alongside current income on a medium term basis and a fund that has its primary investment in securities of the Indian Government.
|
Fund Type |
Open ended medium term debt scheme |
|
Entry Load |
N/A |
|
Exit Load |
|
|
Benchmark |
Crisil Short Term Bond Fund Index |
|
Fund Manager |
Santosh Kamath & Sumit Gupta |
|
Risk Factor |
Moderate |
Investment Objective of Franklin India Income Opportunities Fund
Franklin India Income Opportunities Fund aims to predominantly invest in fixed income securities all across the yield curve, in order to provide capital appreciation and a regular income to its investors.
Who is Franklin India Income Opportunities Fund for?
Franklin India Income Opportunities Fund is essentially suitable for investors who are seeking capital appreciation along with regular income on a medium term basis and a fund that has its primary focus on high accrual securities.
|
Fund Type |
Open ended low duration debt scheme |
|
Entry Load |
N/A |
|
Exit Load |
With regard to each unit purchase: For units redeemed or switched out within a period of 90 days (3 months) from the allotment date |
|
Benchmark |
Crisil Short-Term Bond Fund Index |
|
Fund Manager |
Santosh Kamath & Kunal Agrawal |
|
Risk Factor |
Moderate |
Investment Objective of Franklin India Low Duration Fund
Franklin India Low Duration Fund primarily aims to invest in debt securities in order to generate a regular income for its investors.
Who is Franklin India Low Duration Fund for?
Franklin India Low Duration Fund is essentially suitable for investors who are seeking a regular income on a short-term basis and a fund that has its predominant focus on securities that are of a low duration.
|
Fund Type |
Open ended debt scheme |
|
Entry Load |
N/A |
|
Exit Load |
NIL (effective from 25 April, 2016) |
|
Benchmark |
Crisil Liquid Fund Index |
|
Fund Manager |
Pallab Roy & Sachin Shankar Padwal Desai |
|
Risk Factor |
Moderately low |
Investment Objective of Franklin India Savings Fund (Erstwhile Franklin India Savings Plus Fund)
Franklin India Savings Fund (Erstwhile Franklin India Savings Plus Fund) aims to offer liquidity and income to its investors, through a portfolio consisting primarily of money market investments.
Who is Franklin India Savings Fund (Erstwhile Franklin India Savings Plus Fund) for?
Franklin India Savings Fund (Erstwhile Franklin India Savings Plus Fund) is essentially suitable for investors who are seeking a regular income on a short-term basis and a money market fund that primarily invests in money market instruments.
|
Fund Type |
An open ended short term debt scheme investing in instruments such that the Macaulay duration of the portfolio is between 1 year to 3 years |
|
Entry Load |
N/A |
|
Exit Load |
|
|
Benchmark |
Crisil Short Term Bond Fund Index Crisil 1 Year T-Bill Index |
|
Fund Manager |
Santosh Kamath & Kunal Agrawal |
|
Risk Factor |
Moderate |
Investment Objective of Franklin India Short Term Income Plan
Franklin India Short Term Income Plan essentially aims to invest in fixed income instruments in order to offer stable returns to its investors.
Who is Franklin India Short Term Income Plan for?
Franklin India Short Term Income Plan is suitable for investors who are seeking a regular income flow on a medium-term basis and a fund that has its primary investment in short term corporate bonds, which include PTCs.
|
Fund Type |
Open ended ultra short-term debt scheme such that the that the Macaulay duration of the portfolio is between 3 months to 6 months |
|
Entry Load |
N/A |
|
Exit Load |
NIL |
|
Benchmark |
Crisil Liquid Fund Index |
|
Fund Manager |
Pallab Roy & Sachin Shankar Padwal Desai |
|
Risk Factor |
Moderate |
Investment Objective of Franklin India Ultra Short Bond Fund
Franklin India Ultra Short Bond Fund primarily aims to invest in an assortment of money market and short-term debt instruments in order to generate a combination of high liquidity and regular income.
Who is Franklin India Ultra Short Bond Fund for?
Franklin India Ultra Short Bond Fund is essentially suitable for investors who are seeking a regular flow of income on a short term basis and a fund that has its predominant investment in money market and short term debt instruments.
Hybrid Funds Offered by Franklin Templeton Mutual Fund
- Franklin India Debt Hybrid Fund (erstwhile Franklin India Monthly Income Plan)
- For 10% of the units redeemed within a year from the allotment date - no chargeable exit load
- For more than 10% of the units redeemed on or prior to 12 months from the allotment date - 1%
- For more than 10% of the units redeemed after a timeframe of one year from the allotment date - NIL
- Franklin India Dynamic PE Ratio Fund of Funds
- Franklin India Equity Hybrid Fund (erstwhile Franklin India Balanced Fund)
- Franklin India Life Stage Fund of Funds - 20s Plan
- For 20s Plan: 65% S&P BSE Sensex + 15% Nifty 500 + 20% Crisil Composite Bond Fund Index
- Franklin India Life Stage Fund of Funds - 30s Plan
- Franklin India Life Stage Fund of Funds - 40s Plan
- Franklin India Life Stage Fund of Funds - 50s Plus Floating Rate Plan
- For 50s Plus Floating Rate Plan: 20% S&P BSE Sensex + 80% Crisil Liquid Fund Index
- Franklin India Life Stage Fund of Funds - 50s Plus Plan
- Franklin India Multi - Asset Solution Fund
|
Fund Type |
Open ended hybrid scheme |
|
Entry Load |
N/A |
|
Exit Load |
|
|
Benchmark |
CRISIL Hybrid 85+15 - Conservative Index |
|
Fund Manager |
Lakshmikanth Reddy, Sachin Shankar Padwal Desai, Umesh Sharma & Srikesh Karunakaran Nair |
|
Risk Factor |
Moderately high |
Investment Objective of Franklin India Debt Hybrid Fund
Franklin India Debt Hybrid Fund primarily aims to generate a regular income flow for its investors by means of a portfolio of primarily fixed income securities having a 25% exposure (maximum limit) to equities.
Who is Franklin India Debt Hybrid Fund (Erstwhile Franklin India Monthly Income Plan) for?
Franklin India Debt Hybrid Fund is essentially suitable for investors who are seeking capital appreciation combined with a regular income on a medium-term basis and a fund that has its primary investment in debt instruments that have a marginal equity exposure.
|
Fund Type |
Open ended fund of fund scheme |
|
Entry Load |
N/A |
|
Exit Load |
With regard to each unit purchase: For units redeemed within one year from allotment date - 1% |
|
Benchmark |
CRISIL Hybrid 35+65 – Aggressive Index |
|
Fund Manager |
Anand Radhakrishnan |
|
Risk Factor |
Moderately high |
Investment Objective of Franklin India Dynamic PE Ratio Fund of Funds
Franklin India Dynamic PE Ratio Fund of Funds aims to offer capital appreciation to its investors on a long-term basis providing comparatively low volatility through a dynamic portfolio of income and equity funds.
Who is Franklin India Dynamic PE Ratio Fund of Funds for?
Franklin India Dynamic PE Ratio Fund of Funds is essentially suitable for investors who are seeking capital appreciation on a long-term basis and a hybrid fund that has its primary investment in debt mutual and equity funds.
|
Fund Type |
Open ended hybrid scheme |
|
Entry Load |
N/A |
|
Exit Load |
With regard to each unit purchase: For units redeemed or switched out within a timeframe of one year from the allotment date - 1% |
|
Benchmark |
CRISIL Hybrid 35+65 - Aggressive Index |
|
Fund Manager |
Lakshmikanth Reddy, Sachin Shankar Padwal Desai, Umesh Sharma & Srikesh Karunakaran Nair |
|
Risk Factor |
Moderately high |
Investment Objective of Franklin India Equity Hybrid Fund
Franklin India Equity Hybrid Fund aims to primarily invest in fixed income instruments and equity-related securities in order to provide capital growth and current income to its investors on a long-term basis.
Who is Franklin India Equity Hybrid Fund (Erstwhile Franklin India Balanced Fund) for?
Franklin India Equity Hybrid Fund is essentially suitable for investors who are seeking capital appreciation alongside current income on a long-term basis and a fund that has its primary investment in fixed income instruments and stocks.
|
Fund Type |
Open ended fund of fund scheme |
|
Entry Load |
N/A |
|
Exit Load |
With regard to each unit purchase: For units redeemed within a timeframe of one year from the allotment date - 1% |
|
Benchmark |
|
|
Fund Manager |
Paul S Parampreet |
|
Risk Factor |
Moderately high |
Investment Objective of Franklin India Life Stage Fund of Funds - 20s Plan
Franklin India Life Stage Fund of Funds - 20s Plan aims to provide its investors superior risk-adjusted returns, by staying in accordance with the investors’ chosen asset allocation.
Who is Franklin India Life Stage Fund of Funds - 20s Plan for?
Franklin India Life Stage Fund of Funds - 20s Plan is essentially suitable for investors who are seeking capital appreciation on a long-term basis and a fund of funds that has its primary investment in debt mutual and equity funds.
|
Fund Type |
Open ended hybrid fund of funds scheme |
|
Entry Load |
N/A |
|
Exit Load |
With regard to each unit purchase: For units redeemed within a timeframe of one year from the allotment date - 0.75% |
|
Benchmark |
45% S&P BSE Sensex + 10% Nifty 500 + 45% Crisil Composite Bond Fund Index |
|
Fund Manager |
Paul S Parampreet |
|
Risk Factor |
Moderately high |
Investment Objective of Franklin India Life Stage Fund of Funds - 30s Plan
Franklin India Life Stage Fund of Funds - 30s Plan aims to provide its investors life-stage based solutions falling under multiple plans with a wide range of asset allocation, according to particular age-groups.
Who is Franklin India Life Stage Fund of Funds - 30s Plan for?
Franklin India Life Stage Fund of Funds - 30s Plan is suitable for investors who are seeking capital appreciation on a long-term basis through a fund of funds that invests predominantly in debt mutual and equity funds.
|
Fund Type |
Open ended hybrid fund of funds scheme |
|
Entry Load |
N/A |
|
Exit Load |
With regard to each unit purchase: For units redeemed within a timeframe of one year from the allotment date - 0.75% |
|
Benchmark |
25% S&P BSE Sensex + 15% Nifty 500 + 65% Crisil Composite Bond Fund Index |
|
Fund Manager |
Paul S Parampreet |
|
Risk Factor |
Moderately high |
Investment Objective of Franklin India Life Stage Fund of Funds - 40s Plan
Franklin India Life Stage Fund of Funds - 40s Plan essentially aims to offer its investors solutions that are life-stage based under a wide range of plans with differing asset allocation according to age-groups.
Who is Franklin India Life Stage Fund of Funds - 40s Plan for?
Franklin India Life Stage Fund of Funds - 40s Plan is suitable for investors who are seeking capital appreciation on a long-term basis through a fund of funds that has its primary investment in debt mutual and equity funds.
|
Fund Type |
Open ended fund of fund scheme |
|
Entry Load |
N/A |
|
Exit Load |
With regard to each unit purchase: For units redeemed within a timeframe of one year from the allotment date - 1% |
|
Benchmark |
|
|
Fund Manager |
Paul S Parampreet |
|
Risk Factor |
Moderately high |
Investment Objective of Franklin India Life Stage Fund of Funds - 50s Plus Floating Rate Plan
Franklin India Life Stage Fund of Funds - 50s Plus Floating Rate Plan aims to provide its investors superior risk-adjusted returns that are in agreement with their chosen asset allocation.
Who is Franklin India Life Stage Fund of Funds - 50s Plus Floating Rate Plan for?
Franklin India Life Stage Fund of Funds - 50s Plus Floating Rate Plan is suitable for investors who are seeking capital appreciation on a long-term basis through a fund of funds that has its primary investment in debt mutual and equity funds.
|
Fund Type |
Open ended hybrid scheme |
|
Entry Load |
N/A |
|
Exit Load |
With regard to each unit purchase: For units redeemed within a timeframe of one year from the allotment date - 1% |
|
Benchmark |
20% S&P BSE Sensex + 80% Crisil Composite Bond Fund Index |
|
Fund Manager |
Paul S Parampreet |
|
Risk Factor |
Moderately high |
Investment Objective of Franklin India Life Stage Fund of Funds - 50s Plus Plan
Franklin India Life Stage Fund of Funds - 50s Plus Plan aims to provide its investors with solutions that are based on life stages, under various plans that have a varying asset allocation according to age groups.
Who is Franklin India Life Stage Fund of Funds - 50s Plus Plan for?
Franklin India Life Stage Fund of Funds - 50s Plus Plan is suitable for investors who are seeking capital appreciation on a long-term basis through a fund that has its primary investment in debt mutual and equity funds.
|
Fund Type |
Open ended fund of fund scheme |
|
Entry Load |
N/A |
|
Exit Load |
With regard to each unit purchase: For units redeemed within a timeframe of three years from the allotment date - 1% |
|
Benchmark |
CRISIL Balanced Fund – Aggressive Index |
|
Fund Manager |
Anand Radhakrishnan |
|
Risk Factor |
Moderately high |
Investment Objective of Franklin India Multi - Asset Solution Fund
Franklin India Multi - Asset Solution Fund aims to attain diversification and capital appreciation through a combination of tactical and strategic asset allocation in multiple classes such as gold, equity, debt, and cash through investment in funds that have investments in these asset classes. This scheme, however, does not guarantee the achievement of its objective.
Who is Franklin India Multi - Asset Solution Fund for?
Franklin India Multi - Asset Solution Fund is essentially suitable for investors who are seeking capital appreciation on a long-term basis through a fund of funds scheme that has its investment in diversified asset classes.
Franklin India Pension Plan
|
Fund Type |
Open ended retirement solution-oriented scheme |
|
Entry Load |
N/A |
|
Exit Load |
|
|
Benchmark |
40% of Nifty 500 + 60% of Crisil Composite Bond Fund Index |
|
Fund Manager |
Lakshmikanth Reddy, Sachin Shankar Padwal Desai & Umesh Sharma |
|
Risk Factor |
Moderately high |
Investment Objective of Franklin India Pension Plan
Franklin India Pension Plan aims to provide its investors capital appreciation under the Growth Plan and a regular income flow under the Dividend Plan.
Who is Franklin India Pension Plan for?
Franklin India Pension Plan is essentially suitable for investors who are seeking capital appreciation on a long-term basis through a retirement fund that has upto 40% of its investment in equities and the rest in fixed income instruments.
International Funds Offered by Franklin Templeton Mutual Fund Investments
- Franklin Asian Equity Fund
- Franklin India Feeder - Franklin European Growth Fund
- Franklin India Feeder - Franklin U.S Opportunities Fund
|
Fund Type |
Open ended equity scheme |
|
Entry Load |
N/A |
|
Exit Load |
For units redeemed or switched out within a timeframe of three years from the allotment date - 1% |
|
Benchmark |
MSCI Asia (ex-Japan) Standard Index |
|
Fund Managers |
Roshi Jain & Srikesh Karunakaran Nair |
|
Risk Factor |
High |
Investment Objective of Franklin Asian Equity Fund
Franklin Asian Equity Fund aims to predominantly invest in Asian companies and sectors (excluding Japan) that have maximum potential across market capitalisation, in order to provide its investors long and medium-term appreciation.
Who is Franklin Asian Equity Fund for?
Franklin Asian Equity Fund is essentially suitable for investors who are seeking capital appreciation on a medium and long-term basis through a fund that has its primary investment in Asian stocks and companies.
|
Fund Type |
Open ended fund of fund scheme |
|
Entry Load |
N/A |
|
Exit Load |
For units redeemed or switched out within a timeframe of three years from the allotment date - 1% |
|
Benchmark |
MSCI Europe Index |
|
Fund Managers |
Srikesh Karunakaran Nair, Uwe Zoellner & Robert Mazzuoli |
|
Risk Factor |
High |
Investment Objective of Franklin India Feeder - Franklin European Growth Fund
Franklin India Feeder - Franklin European Growth Fund aims to primarily invest in units belonging to Franklin European Growth Fund (a fund located overseas that has its primary investment in securities of issuers incorporated in or having their principal business in European countries) in order to provide its investors with capital appreciation.
Who is Franklin India Feeder - Franklin European Growth Fund for?
Franklin India Feeder - Franklin European Growth Fund is essentially suitable for investors who are seeking capital appreciation on a long-term basis through a fund of funds that has its primary investment in an equity fund located overseas having an exposure to the continent of Europe.
|
Fund Type |
Open ended fund of fund scheme |
|
Entry Load |
N/A |
|
Exit Load |
For units redeemed or switched out within a timeframe of three years from the allotment date - 1% |
|
Benchmark |
Russell 3000 Growth Index |
|
Fund Managers |
Srikesh Karunakaran Nair, Grant Bowers & Sara Araghi |
|
Risk Factor |
High |
Investment Objective of Franklin India Feeder - Franklin U.S Opportunities Fund
Franklin India Feeder - Franklin U.S Opportunities Fund aims to predominantly invest in units belonging to Franklin U. S. Opportunities Fund (a Franklin Templeton mutual fund located overseas that has its primary investment in securities of the United States of America) in order to generate capital appreciation for its investors.
Who is Franklin India Feeder U. S. Opportunities Fund for?
Franklin India Feeder U. S. Opportunities Fund is essentially suitable for investors who are seeking capital appreciation on a long-term basis through a fund of funds that has its primary investment in an equity fund located overseas.
Liquid Funds Offered by Franklin Templeton Mutual Fund
- Franklin India Liquid Fund (Erstwhile Franklin India Treasury Management Account)
|
Fund Type |
Open ended liquid fund |
|
Entry Load |
N/A |
|
Exit Load |
NIL |
|
Benchmark |
Crisil Liquid Fund Index |
|
Fund Managers |
Pallab Roy & Sachin Shankar Padwal Desai |
|
Risk Factor |
Low |
Investment Objective of Franklin India Liquid Fund (Erstwhile Franklin India Treasury Management Account)
Franklin India Liquid Fund (Erstwhile Franklin India Treasury Management Account) aims to provide its investors with a steady income flow along with a high liquidity.
Save Tax by Investing in Tax Saving Mutual Funds from Franklin Templeton
If an individual wishes to invest in a mutual fund scheme offered by Franklin Templeton while simultaneously drawing out tax benefits, Franklin Templeton Mutual Fund is a good place to start with as it incorporates the feature of tax saving in all its funds.
- If units are held for a period of more than one year (12 months), then all Long-Term Capital Gains (LTCGs) are taxed at 20% for funds held more than three years without indexation, which may include the components of surcharge and cess.
KYC Compliance:
- Any individual making an investment in Franklin Templeton will mandatorily have to be KYC compliant.
- All joint holders, POAs, NRIs, and guardians are obligated to provide the important/necessitated documents in order to comply with KYC guidelines.
Mandatory Documents Required for Purchasing Units at Franklin Templeton
- Thoroughly filled up Common Application Form
- Third Party Declaration
- KYC Acknowledgment Certificate (Certificate of Verification)
The above-mentioned documents are relevant for the physical mode of purchase (of units) only.
How to Invest in Mutual Funds at Franklin Templeton Investments?
Fundamentally, there are three modes that investors can make use of to purchase units. Subscription to these modes will essentially lead to a successful purchase of the units at Franklin Templeton.
- Online Mode: An investor simply has to log in to www.franklintempletonindia.com and choose the option labelled ‘Funds and Solutions’, on the top left corner of the webpage, in order to invest through the online mode.
- Exchange Platforms: NSE-MFSS & BSE- BSE Star mutual fund platforms
- Physical Mode: A thoroughly filled in physical copy of the subscription application form will be required to be submitted by the investor along with a cheque leaf and the mandatory documents (application form, KYC acknowledgment, and Third Party Declaration) at any one of Franklin Templeton’s branches before 3:00 pm.
Why Choose Franklin Templeton Investments?
Since 1947, Franklin Templeton Investments has been efficiently involved in providing asset management services to its users. The firm has been dedicatedly providing extraordinary asset management solutions to clients from multiple sectors including retail, institutional, and high net-worth clients. What gives perspective to their unique investment strategy is the fact that they are currently positioned to look beyond the most tangible securities in order to identify smart global investments that are in accordance with their meticulous investment criteria. What sets Franklin Templeton Investments apart is their thorough knowledge of local companies and their culture.
Frequently Asked Questions
- What are the multiple features that are available through ‘Online Access’?
- View Portfolio
- Redemption of units
- Purchase funds
- Subscribe to services
- Start Systematic Transactions - STP, SIP, SWP DTP
- Alter contact information and dividend option
- Switch-in or switch-out units
- Can an investor view his/her family’s portfolio?
- The family member will have to grant access to his/her profile to the investor. The investor can achieve this by visiting the access link (for the family) under the section ‘My Profile’. The investor will then be required to enter his/her username. Access can be granted on two levels - folio and account. If the investor has a folio level access, he/she will be able to view all of the accounts, however only a selective accounts can be viewed.
- After this step, the investor will be required to go to the section ‘Family Portfolio’ and add his/her family members’ accounts. This can be done by using each family member’s username and account/folio number. Since this is a view only facility, one cannot make any transactions in one’s family member’s folio.
- What is the meaning of SMS Transaction?
- How is redemption done?
- What documents are mandated to make a case for nomination?
- Fill up the required nomination form.
- A written request from the investor will be required stating the folio/account number and name/names of the nominee which will have to be signed by all the unit holders. Other details include name of the nominee, complete address, and the signature of at least one witness.
- Can the investor in any way alter the nominee details?
- Can the investor change his/her address?
- In case the investor is not KYC compliant: The investor herein will be required to submit a signed written request stating the accurate folio number, the new address (with pincode), and attach proof of address and proof of identity after completing self-attestation.
- Documents for proof of address that are acceptable: Voter’s ID, Passport, Driver’s Licence, copy of registered lease, bank statement/electricity bill/gas bill/landline bill.
- Documents for proof of identity that are acceptable: Updated PAN details. In case PAN is not available, investor may submit copy of his/her passport, Voter’s ID, Driver’s Licence, or Aadhaar card.
- In case the investor is KYC compliant: Through the KYC change request form the investor will be required to raise a request for address change. Along with the form the investor will also be required to submit the mandatory documents along with the verifications that are stated therein.
- What are unclaimed dividends or unclaimed redemption?
One can use the 'Online access' feature to:
Yes, one can view the portfolio of one’s family members
The following steps can be followed by an investor in order to access his/her family’s portfolio:
SMS transaction is an alternate mode of transaction wherein one can easily transact by sending an SMS from one’s mobile number (registered number) in the authorised format.
There are two modes through which one can redeem units in Franklin Templeton Investments. Through the offline mode, the investor will primarily be required to fill in the ‘redemption request form’ and subsequently submit the same at a Franklin Templeton Investor Service Centre anytime before 3:00 pm during the day. According to the Net Asset Value (NAV) as of the time and date when the request was received, the transaction will be processed. In case the investor has chosen ‘Jointly’ as the mode of holding, then all the existing holders will be required to sign the form requesting redemption. Through the online mode, the investor will simply be required to log in to the main website in order to redeem units.
An investor can nominate in the following ways:
Yes, alteration of nominee information can be achieved through the nominee modification form.
Yes, an investor can do so in the following ways:
The dividend or redemption payout that has not been claimed by the investor is known as unclaimed dividend or redemption. The reason for not claiming dividend or redemption can be unmatched account number, change in the address of the investor, and so on.
Display of any trademarks, tradenames, logos and other subject matters of intellectual property belong to their respective intellectual property owners. Display of such IP along with the related product information does not imply BankBazaar’s partnership with the owner of the Intellectual Property or issuer/manufacturer of such products.
GST rate of 18% applicable for all financial services effective July 1, 2017.
