Templeton India Equity Income Fund - Direct Plan

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Value Research Rating

Unrated

Analyst’s Choice

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Riskometer

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Very High

₹137.5170 0.91%

As on 01-Mar-2024

Returns

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Calculate SIP Returns of Templeton India Equity Income Fund - Direct Plan

Upfront Investment

Monthly SIP Amount

Investment Duration

years

Risk info

This fund has Very High risk.

low
Low to Moderate
Moderate
Moderately High
High
Very High

As per SEBI's Riskometer.

Portfolio of Templeton India Equity Income Fund - Direct Plan

Asset Allocation

Split between different types of investments

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Market Cap Weightage

Split between categories of Equity investments

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Peer Comparison

Other details of Templeton India Equity Income Fund - Direct Plan

Assets info

₹1,994 Cr

Exit Load (Days) info

1.00 (365)

Min. Investment (₹)

5,000

Min. Withdrawal (₹)

1,000

Min. SIP Investment (₹)

500

Min. No of Cheques

12

Investment Strategy

The Scheme seeks to provide a combination of regular income and long-term capital appreciation by investing primarily in stocks that have a current or potentially attractive dividend yield, by using a value strategy.

Suitability

This is a fund that invests mainly in companies which have a high dividend yield, which is basically a financial ratio that indicates how much a company pays out in dividends each year relative to its share price.

We believe that investors should avoid funds that have a narrowly defined investment mandate such as this one. Instead, they should invest in flexi-cap funds which provide complete freedom to the fund management team to invest in companies from which it expects maximum gains.

But if you do invest, you must do so only through the SIP route. Click here to read a primer on SIP investing.

Warning: Do not invest in this, or any other dividend yield fund, if you need to redeem your investment in less than five years.

Taxation

Capital Gains Taxation

  • If the mutual fund units are sold after 1 year from the date of investment, gains upto Rs 1 lakh in a financial year are exempt from tax. Gains over Rs 1 lakh are taxed at the rate of 10%.
  • If the mutual fund units are sold within 1 year from the date of investment, entire amount of gain is taxed at the rate of 15%.
  • No tax is to be paid as long as you continue to hold the units.

Dividend Taxation

  • Dividends are added to the income of the investors and taxed according to their respective tax slabs. Further, if an investor's dividend income exceeds Rs. 5,000 in a financial year, the fund house also deducts a TDS of 10% before distributing the dividend.

FAQ for Templeton India Equity Income Fund - Direct Plan

Templeton India Equity Income Fund - Direct Plan is mandated to invest predominantly in companies which have a high dividend yield ratio.

Mutual funds can be bought directly from the website of the fund house. For instance, Templeton India Equity Income Fund - Direct Plan fund can be purchased from the website of Franklin Templeton Mutual Fund. You can also buy mutual funds through platforms like MF Central, MF Utility, among others. However, if you are not comfortable buying mutual funds online, you can seek help of a mutual fund distributor. Most banks also act as mutual fund distributors. So you can connect with your bank for assistance.

The NAV of Templeton India Equity Income Fund - Direct Plan is ₹137.5170 as of 03-Mar-2024.

The AUM of Templeton India Equity Income Fund - Direct Plan Fund is ₹1,994 Cr as of 31-Jan-2024

The riskometer level of Templeton India Equity Income Fund - Direct Plan is Very High. See More

As of 31-Jan-2024, Templeton India Equity Income Fund - Direct Plan had invested 87.44% in Equity, 6.41% in Real Estate and 6.14% in Cash & Cash Eq. See More

Templeton India Equity Income Fund - Direct Plan is 11 years 2 months old. It has delivered 17.19% returns since inception. See More

1Y
3Y
5Y
7Y
10Y
Since Inception
46.27%
27.35%
23.97%
19.09%
19.27%
17.19%

No, There is no lock in period in Templeton India Equity Income Fund - Direct Plan.

The expense ratio of Templeton India Equity Income Fund - Direct Plan is 1.40.

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