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Franklin India Income Opportunities - Direct Plan

The Fund seeks to provide regular income and capital appreciation by investing in fixed income securities across the yield curve.

Suitability

This product is suitable for investors who are seeking

• Medium term capital appreciation with current income.

• A fund that invests across the yield curve - focusing on high accrual securities.

Fund Info

Scheme Class	Debt
Scheme Category	Medium Duration
Expense Ratio	0.89%
Min subscription	₹ 5,000

Scheme Type	Open-ended
Scheme AUM (in Crs.)	₹ 3,228
AMC AUM (in Crs.)	₹ 1,18,912
Min Addition Subscription	₹ 1,000

Benchmark Type

CRISIL Short Term Bond Fund TR INR

Exit Load

Exit load of 3.0%, if redeemed between (0-12) months. Exit load of 2.0%, if redeemed between (12-18) months. Exit load of 1.0%, if redeemed between (18-24) months. No Exit load, if redeemed after 24 months.

Building Graph

Peer Comparison

Fund	Min SIP Inv.	Min Inv.	Returns 3Y
Indiabulls Income Fund - Direct Plan	1000	1000	8.4%
DSP Bond Fund - Direct Plan	1000	1000	5.13%

Top 10 Holdings

Company	Holding Type	Asset(%)
Parimal Finance Private Limited	Bond - Corporate Bond	7
Coastal Gujarat Power Limited	Bond - Corporate Bond	6
Power Finance Corporation Ltd.	Bond - Corporate Bond	5
Shriram Transport Finance Company Limited	Bond - Corporate Bond	4
Rivaaz Trade Ventures Private Limited	Bond - Corporate Bond	4
Call, Cash & Other Assets	Other Assets And Liabilities	4
DCB Bank Limited	Bond - Corporate Bond	4
Sadbhav Infrastructure Project Limited	Bond - Corporate Bond	4
ADANI RAIL INFRA PRIVATE LIMITED	Bond - Corporate Bond	4
Andhra Pradesh Capital Region Development Authority	Bond - Corporate Bond	4

Asset Allocation(%)

Asset	Percent
Bond - Corporate Bond	96
Other Assets And Liabilities	4

Sector Allocation(%)

Sector	Percent
Bond - Corporate Bond	96
Other Assets And Liabilities	4

Fund Manager

Santosh Kamath

3+ years of experience

Kunal Agrawal

1+ years of experience

Franklin Templeton Mutual Fund

AUM₹1,18,912 Cr

About

The firm specializes in conservatively managed mutual funds. It offers products under the Franklin, Templeton, Mutual Series and Fiduciary brand names. Like other large investment companies, the firm offers a wide variety of funds but is traditionally best known for bond funds under the Franklin brand, international funds under the Templeton brand, and value funds under the Mutual Series brand.##With more than 600 investment professionals in 28 countries around the world, Franklin Templeton is uniquely positioned to look beyond the largest or most visible securities in each market to spot smart global investments that meet their rigorous investment criteria.##Franklin Templeton association with India dates back to over 2 decades as an investor. As part of the group major thrust on investing in markets around the world, the India office was set up in 1996 as Templeton Asset Management India Pvt. Limited.

service@templeton.com

Phone

1800 425 4255

Address

Franklin Templeton Asset Management (India) Private Limited,Indiabulls Finance Centre; Tower 2, 12th and 13th Floor,Senapati Bapat Marg;,Elphinstone Road (W), Mumbai - 400 013

Calculate Returns

Investment Amount

Expected Annual Return Rate(%)

Investment DurationYears6Months0

Investment Amount₹ 10000

Return Amount₹ 4185

Return Rate6 %

Duration6y 0m