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How to use scorecard? Learn more
Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
— | — | 1.23 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
0.68 | 6.98 | 3.36 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
Growth | 0 yrs | 0.25% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 5,000 |
BenchmarkBenchmark |
---|
Nifty 50 Arbitrage - TRI |
Arbirtage funds are the hybrid funds as they have sizeable exposure to debt markets. These fund leverages the price differential in the cash and cash derivatives markets to generate returns.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
Franklin India Arbitrage Fund | — | — | — |
Kotak Equity Arbitrage Fund | 8.48% | 7.08% | 7.10% |
SBI Arbitrage Opportunities Fund | 8.11% | 6.94% | 6.82% |
ICICI Pru Equity-Arbitrage Fund | 8.25% | 6.81% | 7.04% |
Actual
Target
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
35
Total AUM
₹ 1,11,920.83 Cr.
Rajasa Kakulavarapu
AUM: ₹36,120.85 Cr.
|
Exp: 13yrs
Yogik Pitti
AUM: —
|
Exp: 6yrs
Pallab Roy
AUM: ₹3,884.75 Cr.
|
Exp: 12yrs
Manager Performance (0)
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
Invested period < 2 years
Gains are added to taxable income and taxed according to the individual’s income tax slab
Invested period > 2 years(Investments before 1st April 2023)
Gains are treated as long-term capital gains and taxed at 12.5%
Invested period > 2 years(Investments from 1st April 2023 redeemed till 31st March 2025)
Gains are added to taxable income and taxed according to the individual’s income tax slab
Invested period > 2 years(Investments from 1st April 2023 redeemed after 31st March 2025)
Gains are treated as long-term capital gains and taxed at 12.5%