Share Fund
To generate capital appreciation by investing in opportunities presented by special situations such as corporate restructuring, Government policy and/or regulatory changes, companies going through temporary unique challenges and other similar instances
Suitability
This product is suitable for investors who are seeking
• This product is suitable for Investors who are seeking
• Long term capital appreciation.
• A fund that takes concentrated stock or sector exposures based on four themes.
Scheme Class | Equity |
Scheme Category | Equity - Other |
Expense Ratio | 1.36% |
Min subscription | ₹ 5,000 |
Scheme Type | Open-ended |
Scheme AUM (in Crs.) | ₹ 438 |
AMC AUM (in Crs.) | ₹ 1,18,912 |
Min Addition Subscription | ₹ 1,000 |
Benchmark Type | S&P BSE 200 |
Exit Load | Exit load of 1.0%, if redeemed between (0-1) years. No Exit load, if redeemed after 1 years. |
Fund | Min SIP Inv. | Min Inv. | Returns 3Y |
---|---|---|---|
Aditya Birla Sun Life Digital India Fund - Direct Plan | 1000 | 1000 | 27.43% |
Mirae Asset Great Consumer Fund - Direct Plan | 1000 | 1000 | 8.69% |
Sundaram Rural and Consumption Fund - Direct Plan | 500 | 500 | 2.82% |
DSP Natural Resource & New Energy Fund - Direct Plan | 1000 | 1000 | -0.38% |
Company | Holding Type | Asset(%) |
---|---|---|
Call, Cash & Other Assets | Other Assets And Liabilities | 9 |
HDFC Bank Ltd | Equity | 9 |
Infosys Ltd | Equity | 6 |
Info Edge (India) Ltd | Equity | 6 |
Grasim Industries Ltd | Equity | 6 |
Kotak Mahindra Bank Ltd | Equity | 6 |
WABCO India Ltd | Equity | 5 |
Axis Bank Ltd | Equity | 5 |
ICICI Bank Ltd | Equity | 4 |
Mahindra & Mahindra Ltd | Equity | 3 |
Asset | Percent |
---|---|
Equity | 91 |
Other Assets And Liabilities | 9 |
Alternatives - Private Equity | 0 |
Sector | Percent |
---|---|
Financial Services | 26 |
Basic Materials | 17 |
Technology | 11 |
Consumer Cyclical | 10 |
Other Assets And Liabilities | 9 |
Fund Manager
Pyari Menon
0+ years of experience
Hari Shyamsunder
4+ years of experience
R. Janakiraman
7+ years of experience
About
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