Fund Analysis

It pays to be Conservative

Templeton India Equity Income’s international flavour has resulted in superior risk-adjusted returns…

We like this fund for its safe play orientation with an international flavour, which has resulted in it demonstrating superior risk-adjusted returns in its brief history of six years. Strategy It adopts a long-term disciplined value-investing approach, with focus on stocks with attractive dividend yields. The fund has mandate to invest in both Indian and overseas stocks. It follows bottom-up approach for stock picking, with around 30 per cent equity allocation to foreign stocks which is spread in markets such as China, Taiwan, Korea and Turkey. The foreign exposure range has varied from 8 per cent to 3

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