By Cali Crystal             May 19, 2020

Mutual Fund

templeton india value  fund

By Rajendra

Sep 19, 2022

image source -Unsplash

Scheme Analysis

Thick Brush Stroke

Templeton India Value Fund

Category 

Value

Inception

Sep 10, 1996

Benchmark

Nifty 500 Value50

Scribbled Arrow

AUM  - 756 Cr

Fund Manager

Anand Radhakrishnan

· The fund adopts an investment strategy popularly known as "Value Investing”

By using the strategy, the fund invests in companies that are undervalued (in terms of relative valuation)

· It is a conservatively managed equity fund with a “Buy and Hold” strategy

Top 5 Holding

ICICI Bank

SBI

Axis Bank

Grasim

NTPC

8.79

5.62

4.97

4.22

4.12

Total  - 27.72

Bank

Cement

IT

Thick Brush Stroke

Top 5 Sector -55.49%

27.19

9.38

7.29

6.30

5.33

Power

Gas

Thick Brush Stroke

SIP Performance

Exit Load

upto 1 year - 1%

Scribbled Arrow

As on 30 Aug. 2022

1 Year

3 Year

5 Year

Period

Value

13,127

56,663

97,378

Returns

17.97%

31.87%

18.47%

Monthly SIP of 1,000

Thick Brush Stroke

Scheme Performance

Exit Load

upto 1 year - 1%

Scribbled Arrow

As on 30 Aug. 2022

1 Year

3 Year

5 Year

Period

Returns

16.42%

24.73%

11.08%