Real-time Stock quotes, portfolio, LIVE TV and more.
SET SMS ALERT Fund Family Franklin Templeton Mutual Fund
Fund Class Equity Oriented Hybrid Speciality Funds
Not Ranked
This scheme is not ranked by CRISIL.
View Top ranked funds in other categories
| Period | Returns (%) | Rank # |
|---|---|---|
| 1 mth | 2.0 | 6 |
| 3 mth | 2.0 | 9 |
| 6 mth | 5.0 | 4 |
| 1 year | 16.8 | 5 |
| 2 year | 7.9 | 6 |
| 3 year | 8.0 | 7 |
| 5 year | 7.9 | 6 |
# Moneycontrol Rank within 19 Equity Oriented Hybrid Speciality Funds Schemes.
| Year | Qtr 1 | Qtr 2 | Qtr 3 | Qtr 4 | Annual |
|---|---|---|---|---|---|
| 2013 | -4.1 | - | - | - | - |
| 2012 | 11.0 | -0.8 | 5.8 | 3.9 | 22.3 |
| 2011 | -2.4 | - | -4.3 | -3.9 | -11.4 |
| 2010 | 3.2 | 1.9 | 8.6 | -1.2 | 14.0 |
| 2009 | 1.2 | 32.3 | 10.3 | 3.4 | 54.6 |
| 2008 | -18.7 | -9.3 | 2.1 | -16.9 | -38.2 |
* Returns over 1 year are Annualised
Fund returns v/s Category average (Equity Oriented Hybrid Speciality Funds)
| 1 mth (%) | 3 mth (%) | 6 mth (%) | 1 yr (%) | 2 yr (%) | 3 yr (%) | 5yr (%) | |
| Fund Returns | 2.0 | 2.0 | 5.0 | 16.8 | 7.9 | 8.0 | 7.9 |
| Category avg | 1.7 | 1.2 | 2.6 | 14.7 | 6.0 | 4.8 | 3.9 |
| Difference of Fund returns and Category returns | 0.3 | 0.8 | 2.4 | 2.1 | 1.9 | 3.2 | 4.0 |
| Best of category | 7.2 | 3.7 | 7.5 | 18.2 | 11.7 | 13.5 | 13.0 |
| Worst of category | -0.5 | -3.3 | -5.5 | 7.4 | 1.2 | 0.5 | -5.5 |
Investment Objective
An open-end balanced scheme, whose objective is to provide regular income under the Education Plan and Dividend option of Gift Plan and capital appreciation under the Growth option of Gift Plan.
| Fund Type | Open-Ended |
|---|---|
| Investment Plan | Dividend |
| Launch date | Jun 05, 1998 |
| Benchmark | CRISIL Balance Fund |
| Asset Size (Rs cr) | 7.89 (Mar-30-2013) |
| Minimum Investment | Rs.2000 |
| Last Dividend | N.A. |
| Bonus | N.A. |
| Fund Manager | Anand Radhakrishnan / Anil Prabhudas/Sachin Desai/Umesh Sharma View performance of schemes managed by the Fund Manager |
| Notes | N.A |
| Entry Load | N.A |
|---|---|
| Exit Load | 0.00% |
| Load Comments | Withdrawal only after the child attains the age of 18 |
| 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 |
| Equity Oriented Hybrid Speciality Funds | Crisil Rank | Assets (Rs.cr) |
|||||
| 3mth (%) | 6mth (%) | 1yr (%) | 3yr (%) | 5yr (%) | |||
| UTI Childrens Career Balanced | Not Ranked |
2,910.78 | 2.9 | 5.3 | 14.3 | 8.7 | 8.4 |
| UTI Retirement Benefit Pension | Not Ranked |
937.24 | 2.3 | 4.8 | 13.6 | 6.9 | 8.2 |
| HDFC Childrens Gift (Inv) | Not Ranked |
357.92 | 1.8 | 4.1 | 14.9 | 13.5 | 13.0 |
| UTI Wealth Builder Sr-2 RP (G) | Not Ranked |
589.43 | -3.2 | -5.5 | 7.4 | 10.4 | -- |
| ICICI Pru CCP - Gift Plan | Not Ranked |
194.48 | -3.3 | -3.4 | 11.8 | 4.4 | 4.6 |
| * Returns over 1 year are Annualised | More » | ||||||
| Equity | Sector | Value (Rs cr) |
Asset % |
|---|---|---|---|
| ICICI Bank | Banking/Finance | 0.36 | 4.54 |
| HDFC Bank | Banking/Finance | 0.32 | 4.03 |
| Bharti Airtel | Telecom | 0.31 | 3.93 |
| Grasim | Conglomerates | 0.30 | 3.72 |
| Infosys | Technology | 0.26 | 3.31 |
| Reliance | Oil & Gas | 0.23 | 2.83 |
| Dr Reddys Labs | Pharmaceuticals | 0.20 | 2.52 |
| Kotak Mahindra | Banking/Finance | 0.19 | 2.44 |
| Eicher Motors | Automotive | 0.18 | 2.21 |
| IndusInd Bank | Banking/Finance | 0.17 | 2.09 |
| Sector | % | 1-Year HighLow |
|
|---|---|---|---|
| Banking/Finance | 16.21 | 16.21 | 16.21 |
| Pharmaceuticals | 8.95 | 8.95 | 8.95 |
| Oil & Gas | 7.68 | 7.68 | 7.68 |
| Automotive | 5.13 | 5.13 | 5.13 |
| Technology | 4.05 | 4.05 | 4.05 |
| Telecom | 3.93 | 3.93 | 3.93 |
| Equity | 66.20 |
| Others | 0.00 |
| Debt | 14.96 |
| Mutual Funds | N.A |
| Money Market | 0.00 |
| Cash / Call | 18.84 |
| Holdings | (%) |
|---|---|
| Top 5 | 19.53 |
| Top 10 | 31.62 |
| Sector | (%) |
|---|---|
| Top 3 | 32.84 |
Franklin Templeton buys banks, auto; sells IT, metals
May 21, 2013 at 9:14 | Source:
Why repaying debt should be a priority over new investments
May 08, 2013 at 15:26 | Source:
New categories of MF investments: How to gain from it
May 06, 2013 at 16:25 | Source:
Oct 25, 2011
Oct 25, 2011
Oct 25, 2011
Quick Links