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SET SMS ALERT Fund Family Franklin Templeton Mutual Fund
Fund Class Diversified Equity
Below average performance in the category
The scheme is ranked 4 in Diversified Equity category by Crisil. If you are already invested in this scheme, you may consider switching to a better performing scheme.
View Top ranked funds in this category
| Period | Returns (%) | Rank # |
|---|---|---|
| 1 mth | 0.7 | 27 |
| 3 mth | -0.4 | 38 |
| 6 mth | 0.5 | 47 |
| 1 year | 16.2 | 50 |
| 2 year | 2.7 | 56 |
| 3 year | 4.3 | 44 |
| 5 year | 0.9 | 60 |
# Moneycontrol Rank within 89 Diversified Equity Schemes.
| Year | Qtr 1 | Qtr 2 | Qtr 3 | Qtr 4 | Annual |
|---|---|---|---|---|---|
| 2013 | -9.5 | - | - | - | - |
| 2012 | 12.6 | -2.8 | 7.9 | 0.4 | 20.7 |
| 2011 | -7.0 | -1.6 | -10.1 | -10.6 | -27.9 |
| 2010 | -1.5 | -0.1 | 14.9 | -7.6 | 6.7 |
| 2009 | -4.4 | 44.7 | 14.1 | 1.3 | 63.4 |
| 2008 | -30.7 | -13.0 | -4.0 | -25.0 | -58.1 |
* Returns over 1 year are Annualised
Fund returns v/s Category average (Diversified Equity)
| 1 mth (%) | 3 mth (%) | 6 mth (%) | 1 yr (%) | 2 yr (%) | 3 yr (%) | 5yr (%) | |
| Fund Returns | 0.7 | -0.4 | 0.5 | 16.2 | 2.7 | 4.3 | 0.9 |
| Category avg | 0.1 | -0.8 | 0.5 | 15.2 | 3.2 | 4.2 | 4.1 |
| Difference of Fund returns and Category returns | 0.6 | 0.4 | 0.0 | 1.0 | -0.5 | 0.1 | -3.2 |
| Best of category | 6.8 | 6.2 | 8.1 | 31.1 | 16.5 | 16.3 | 15.7 |
| Worst of category | -9.6 | -10.6 | -15.2 | -7.2 | -11.9 | -6.8 | -13.2 |
| Benchmark returns # | 2.2 | 1.3 | 5.1 | 22.0 | 4.0 | 4.7 | 2.9 |
| Difference of Fund returns and Benchmark returns | -1.5 | -1.7 | -4.6 | -5.8 | -1.3 | -0.4 | -2.0 |
Investment Objective
An open-end diversified growth scheme, with an objective to generate capital appreciation by capitalizing on long - term growth opportunities in the Indian economy.
| Fund Type | Open-Ended |
|---|---|
| Investment Plan | Dividend |
| Launch date | Feb 19, 2000 |
| Benchmark | S&P BSE 200 |
| Asset Size (Rs cr) | 303.27 (Mar-30-2013) |
| Minimum Investment | Rs.5000 |
| Last Dividend | Rs.0.70 (Oct-19-2012) View Dividend History |
| Bonus | N.A. |
| Fund Manager | Chakri Lokapriya / Anil Prabhudas View performance of schemes managed by the Fund Manager |
| Notes | Earlier called Franklin Internet Opportunities Fund, it has changed its investment objective to become a diversified fund w.e.f. March 10, 2004. |
| Entry Load | N.A |
|---|---|
| Exit Load | 1.00% |
| Load Comments | Exit Load 1% if units are redeemed / switched-out within 1 year from the date of allotment. |
| Regd. Office | Sakhar Bhavan, 1st Floor, 230, Backbay Reclamation, Nariman Point, Mumbai, 400021 |
|---|---|
| Tel. No. | 66325820-36 |
| Fax No. | 22886707/22886133 |
| mktg@templeton.com | |
| Website | http://www.franklintempletonindia.com |
| Diversified Equity | Crisil Rank | Assets (Rs.cr) |
|||||
| 3mth (%) | 6mth (%) | 1yr (%) | 3yr (%) | 5yr (%) | |||
| HDFC Equity Fund (G) | Rank 3 |
11,165.20 | 0.1 | 3.3 | 17.1 | 6.2 | 10.8 |
| Reliance Growth Fund - RP (G) | Rank 4 |
5,175.99 | -3.1 | -5.1 | 12.0 | 1.5 | 5.1 |
| Reliance Equity Oppor - RP (G) | Rank 1 |
4,956.08 | -2.1 | -0.8 | 17.3 | 10.6 | 13.3 |
| ICICI Pru Dynamic Plan (G) | Rank 2 |
3,850.96 | -2.6 | 0.3 | 11.9 | 6.1 | 7.9 |
| SBI Contra Fund (G) | Rank 3 |
2,539.41 | -1.3 | 4.2 | 18.8 | 3.3 | 4.5 |
| * Returns over 1 year are Annualised | More » | ||||||
| Equity | Sector | Value (Rs cr) |
Asset % |
|---|---|---|---|
| ICICI Bank | Banking/Finance | 19.85 | 6.94 |
| HDFC Bank | Banking/Finance | 17.49 | 6.11 |
| Larsen | Engineering | 15.51 | 5.42 |
| Reliance | Oil & Gas | 15.35 | 5.37 |
| Infosys | Technology | 13.53 | 4.73 |
| Bharti Airtel | Telecom | 12.98 | 4.54 |
| Yes Bank | Banking/Finance | 11.12 | 3.89 |
| NTPC | Utilities | 10.09 | 3.53 |
| HDFC | Banking/Finance | 10.07 | 3.52 |
| ITC | Tobacco | 9.56 | 3.34 |
| Sector | % | 1-Year HighLow |
|
|---|---|---|---|
| Banking/Finance | 25.97 | 35.49 | 20.97 |
| Technology | 11.06 | 14.94 | 3.09 |
| Oil & Gas | 10.84 | 11.65 | 3.82 |
| Automotive | 7.56 | 9.72 | 6.69 |
| Telecom | 6.65 | 6.79 | 1.98 |
| Engineering | 6.39 | 7.93 | 5.43 |
| Equity | 93.60 |
| Others | 0.00 |
| Debt | 0.00 |
| Mutual Funds | N.A |
| Money Market | 0.00 |
| Cash / Call | 6.38 |
| Holdings | (%) |
|---|---|
| Top 5 | 28.57 |
| Top 10 | 47.39 |
| Sector | (%) |
|---|---|
| Top 3 | 47.87 |
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