Franklin India Income Opportunities Fund - Direct

Scheme Type
Open-ended
Scheme Category
Medium Duration
Benchmark Type
Crisil Short-Term Bond Index
Scheme AUM (in Crs.)
₹ 3778.55
Expense Ratio
0.92%
Scheme Class
Debt
AMC AUM (in Crs.)
₹ 109525
Min Subscription
₹ 5000
Min Addition Subscription
₹ 1000
Performance
Comparison
Portfolio
Details
Analysis
22.9703
(-0.09 %)
NAV as on 2019-01-18
Returns
Fund
Franklin India Income Opportunities Fund - Direct
1 Year
8.78%
3 Year
9.1%
5 Year
9.97%
AMC Details
amc launch date
Launch Date
19 Feb 1996
amc sponsor
Sponsor
NA
amc email
Email
amc phone
Phone
022 - 67519100
amc address
Address
Franklin Templeton Mutual Fund, -
Tax Implications
Short Term Capital Gain (Holding period < 12months):
Rates applicable to the Investor as per Tax slab.
Long Term Capital Gain:
22.88% - 23.92%
(20% with Indexation Benefit + Surcharge @ 10%-15% + 4% Health & Education Cess)
Taxation on Dividends:
28.84%
(Dividend Distribution Tax is paid by the mutual funds and not by investors.)
Risk
Moderate
Exit Load
Exit load of 3%, if redeemed between (0-12) months. Exit load of 2%, if redeemed between (12-18) months. Exit load of 1%, if redeemed between (18-24) months. No Exit load, if redeemed after 24 months.
Scheme Information Document (SID)
Read mutual fund scheme information document on AMC website to know fund information in detail.
Objective
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.
SIP/Lump Sum Calculator
Enter Investment Amount
For how many years?
0.5 Yrs
1,000
Investment per month for 0.5 Years
6,156
Portfolio Value
156
Total Returns