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 |
---|---|---|
0.60 | — | 2.04 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.11 | 3.91 | 1.54 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
IDCW | 0 yrs | 1.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 5,000 |
BenchmarkBenchmark |
---|
Russell 3000 Growth Index |
FoFs (Overseas) invest in mutual funds operating in the foreign countries. They offer the opportunity to yield higher returns through the best performing funds and bonds of different countries.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
Franklin India Feeder - Franklin U.S. Opportunities Fund(IDCW Payout) | 41.19% | 7.90% | 17.78% |
SBI International Access-US Equity FoF(IDCW-Payout) | 37.75% | 13.90% | 15.93% |
DSP US Flexible Equity FoF(IDCW) | 20.76% | 7.94% | 14.95% |
Axis Global Equity Alpha FoF(IDCW) | 30.22% | 10.17% | 15.01% |
Actual
Target
Dec 2023
Mar 2024
Jun 2024
Sep 2024
Dec 2023
Mar 2024
Jun 2024
Sep 2024
Dec 2023
Mar 2024
Jun 2024
Sep 2024
Others
Holdings
99.15 %
Holdings
0.85 %
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
34
Total AUM
₹ 1,14,798.43 Cr.
Sandeep Manam
AUM: ₹91,126.65 Cr.
|
Exp: 12yrs
PGDM (IIM), B.Tech
Data not available
Manager Performance (0)
Gains are added to taxable income and taxed according to the individual’s income tax slab
Gains are treated as long-term capital gains and taxed at 12.5%
Gains are added to taxable income and taxed according to the individual’s income tax slab
Gains are treated as long-term capital gains and taxed at 12.5%
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
Returns
Fund has been able to generate better returns compared to other funds in the same category