1M
6M
1Y
3Y
5Y
All
| NAV: 24 May 2024 | ₹278.68 |
| Min. SIP amount | ₹500 |
| Rating | 4 |
| Fund size | ₹1,781.57Cr |
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
Returns and rankings
Category: Hybrid Aggressive Hybrid
Annualised returns
Absolute returns
| 1Y | 3Y | 5Y | All | |
|---|---|---|---|---|
| Fund returns | 34.9% | 16.9% | 16.5% | 15.3% |
| Category average | 31.6% | 16.0% | 14.8% | NA |
| Rank with in category | 15 | 18 | 12 | NA |
Understand terms
Holdings (64)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
ICICI Bank Ltd. | Financial | Equity | 5.42% |
HDFC Bank Ltd. | Financial | Equity | 5.22% |
Larsen & Toubro Ltd. | Construction | Equity | 3.86% |
National Bank For Agriculture & Rural Development | Financial | Debenture | 2.95% |
ICICI Home Finance Company Ltd. | Financial | Debenture | 2.84% |
Infosys Ltd. | Technology | Equity | 2.84% |
LIC Housing Finance Ltd. | Financial | Debenture | 2.84% |
Tata Motors Ltd. | Automobile | Equity | 2.78% |
Reliance Industries Ltd. | Energy | Equity | 2.67% |
Axis Bank Ltd. | Financial | Equity | 2.64% |
See All
Expense ratio, exit load and tax
Expense ratio: 1.10%
Inclusive of GST
Exit load
For units in excess of 10% of the investment, 1% will be charged for redemption within 1 year
Stamp duty
0.005% (from July 1st, 2020)
Tax implication
Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.
Understand terms
Check past data
Minimum investment amounts
| Min. for 1st investment | ₹5,000 |
| Min. for 2nd investment onwards | ₹1,000 |
| Min. for SIP | ₹500 |
Fund management
Anuj TagraMar 2024 - PresentView details
Anuj Tagra
Mar 2024 - Present
View details
Education
Mr. Anuj Tagra is a graduate of Guru Gobind Singh Indraprastha University and an MBA from Narsee Monjee Institute of Management Studies
Experience
Prior to joining Franklin India Mutual Fund, he has worked with ICICI Prudential AMC, Union Bank of India and Fidelity Investments.
Also manages these schemes
Chandni GuptaMar 2024 - PresentView details
Chandni Gupta
Mar 2024 - Present
View details
Education
She holds B.E. degree in IT and CFA degree from CFA Institute, USA.
Experience
Prior to joining Franklin India Mutual Fund, she has worked with ICICI Prudential Asset Management Company Limited Morgan Stanley Investment Management, HSBC Bank, Standard Chartered Mutual Fund.
Also manages these schemes
Varun SharmaSep 2023 - PresentView details
Varun Sharma
Sep 2023 - Present
View details
Education
Mr. Sharma is a Bachelor in Business Studies from Sukhdev College of Business Studies, University of Delhi and holds a Post Graduate Diploma in Management from IIM - Calcutta.
Experience
Prior to joining Franklin Templeton Asset Management (India) Pvt. Ltd. he has worked with ICICI Securities (Feb 2010 - August 2014) as an Equity research Analyst and Credit Analysis and Research Limited (Apr 2009 - Feb 2010) as a Ratings Analyst.
Also manages these schemes
Rajasa KakulavarapuJun 2021 - PresentView details
Rajasa Kakulavarapu
Jun 2021 - Present
View details
Education
Ms. Kakulavarapu has done B.Tech and MBA.
Experience
Prior to joining Franklin Templeton Mutual Fund, she has worked with Jefferies India Pvt. Ltd. and Credit Suisse Securities (India) Pvt. Ltd.
Also manages these schemes
Sandeep ManamOct 2021 - PresentView details
Sandeep Manam
Oct 2021 - Present
View details
Education
Mr. Manam is a PGDM (IIM-Ahmedabad), B.Tech (Electronics & Communication Engg.)- National Institute of Technology Calicut
Experience
Prior to joining Franklin Templeton Asset Management (India) Pvt. Ltd., he has worked with Cognizant Technology Solutions, Shapoorji Pallonji & Company Private Limited.
Also manages these schemes
Fund house & investment objective
Fund house contact details
Address
Unit No.202/203/204, 2nd Floor Dalamal Tower, Plot No. 211Free Press Journal Marg, Nariman Point Mumbai 400013
Phone
1800-425-4255 / 60004255
Launch Date
19 Feb 1996
E-mail
NA
Franklin Templeton Mutual Fund
Asset Management Company
Custodian
Hongkong & Shanghai Banking Corporation
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
Email
[email protected]Website
www.camsonline.comCompare funds
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