+91 73377 40002

9AM - 8PM

Asset Size:1126Cr
Expense Ratio:0.58%
Fund Manager(s):Umesh Sharma,Sachin Padwal-Desai,Srikesh Nair,
5year Returns:8.56%

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Franklin India Banking & PSU Debt Fund Growth

Franklin Templeton       

Debt
Banking & PSU

Nav : 16.6946 ( 0.29%) May 22nd, 2020

People currently viewing this : 1

Rank (of 245)

7

Annualized Returns(5 yrs)

8.56%

Investment Horizon

>3 Yr

Doubled Money

8yrs 6m

Returns since April 25th, 2014

8.8%

Min Investment ₹500

Amount Invested

57.2L

Projected Wealth Gained

43L

Projected Maturity Amount

1Cr

Franklin Templeton     

Debt
Banking & PSU

Nav : 16.6946 ( 0.29%) May 22nd, 2020

People currently viewing this : 1

Upwardly's Take :

The fund's return does not fluctuate too much. Stay invested in this fund for more than 3 years to get tax indexation benefits. The effective tax rate can be as low as 2-3% (compared to 31% in FDs)

This is a great substitute for FD. Park your money here and get substantially higher returns than FD. Ideal Investment horizon is 3 years plus.

Min Investment ₹500

Amount Invested

57.2L

Projected Wealth Gained

43L

Projected Maturity Amount

1Cr

Rank (of 245)

7

Annualized Returns(5 yrs)

8.56%

Investment Horizon

>3 Yr

Doubled Money

8yrs 6m

Returns since April 25th, 2014

8.8%

FUND PAST PERFORMANCE

Fund's historical return with Fixed Deposit



Invested for

3m
6m
1y
3y
5y

3 and 6 Months returns are absolute

Assuming 30% tax bracket

FUND MULTIPLIER

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Take To Multiply

2x
4x
5x

TOP 5 HOLDING INVESTED IN

FUND DETAIL INFORMATION

The fund seeks to provide regular income through a portfolio of debt and money market instruments consisting predominantly of securities issued by entities such as Banks,Public Sector Undertakings (PSUs) and Municipal bonds. However,there is no assurance or guarantee that the objective of the scheme will be achieved

Basic Details
Fund House
Franklin Templeton
Launch Date
April 25th, 2014
Expense Ratio
0.58%
Fund Category Risk
Moderate
Std Dev (1Yr)
2.15
Std Dev (3Yr)
2.067
Std Dev (5Yr)
2.076
Asset Size
1126Cr
Investment Details
Investment Plan
Growth
Return since Launch
8.8 %
Exit Load
No Exit Load
YTM
6 %
Modified Duration
2.16
Contact Details
Phone No.
+91 22 6751 9100