The investment objective of the scheme is to provide growth of capital plus regular IDCW through a diversified portfolio of equities, fixed income securities and money market instruments.
Minimum Investment 5000.0
Minimum Top-up 1000.0
Investment Returns
Since Launch in Sep 29, 1994
15.9
%
3 M
6 M
1 Y
3 Y
10 Y
Inception
Sharp Ratio
1.21 %
Expense Ratio
1.66%
Volatility
12.16 %
Fund House
Franklin Templeton Mutual Fund
Fund Manager
R. Janakiraman, Rajasa Kakulavarapu & Sandeep Manam
This fund has higher ups and downs compared to other equity funds as it invests in large, mid and small cap stocks but can give higher returns compared to large cap or mid cap funds. Investment in this fund can be made for a horizon of at least 5 years or more
Minimum Purchase Application Amount
Rs. 5000.0 (plus in multiples of Rs. 1000.0)
Entry Load
Not applicable
Exit Load
In respect of each purchase of Units - 1% if the Units are redeemed/switched-out within one year of allotment
Indicative Investment Horizon
5 Years and above
Asset Allocation
Fund's historical return comparison with other asset classes
Fund Performance
Fund's historical return comparison with other asset classes
Rolling returns are the annualized returns of the scheme taken for a specified period
(rolling returns period) on every day/week/month and taken till the last day of the
duration. In this chart we are showing the annualized returns over the rolling returns
period on every day from the start date and comparing it with the benchmark. Rolling
returns is the best measure of a fund's performance. Trailing returns have a recency
bias and point to point returns are specific to the period in consideration. Rolling
returns, on the other hand, measures the fund's absolute and relative performance across
all timescales, without bias.