Franklin Templeton Mutual Fund

The following are the types of funds offered by Franklin Templeton Investments:

• ELSS
• Equity Funds
• Fixed Income Funds
• Hybrid Funds
• International Funds
• Liquid Funds

ELSS Funds Offered by Franklin Templeton

1. Franklin India Taxshield – ELSS FundFund TypeOpen ended equity linked saving schemeEntry LoadN/AExit LoadNILBenchmarkNifty 500Fund ManagersLakshmikanth Reddy & Janakiraman RengarajuRisk FactorModerately highInvestment Objective of Franklin India Taxshield – ELSS FundFranklin India Taxshield aims to offer medium to long-term capital growth for its investors in addition to income tax rebate.Who is Franklin India Taxshield for?Franklin India Taxshield is essentially suitable for investors who are seeking capital appreciation on a long-term basis and income tax benefits under Section 80C of the Income Tax Act, 1961.

Equity Funds Offered by Franklin Templeton

1. Franklin Build India FundFund TypeOpen ended equity schemeEntry LoadN/AExit LoadFor units redeemed within a period of one year since allotment – 1%BenchmarkS&P BSE India Infrastructure IndexFund ManagerRoshi Jain, Anand Radhakrishnan & Srikesh Karunakaran NairRisk FactorHighInvestment Objective of Franklin Build India FundFranklin Build India Fund aims to obtain capital appreciation by means of investment in companies that are either directly or indirectly engaged in infrastructural activities.Who is Franklin Build India Fund for?Franklin Build India Fund is suitable for investors who are seeking capital appreciation on a long-term basis via predominant investment in infrastructure and associated sectors.
2. Franklin India Bluechip FundFund TypeLarge cap fund – open ended equity schemeEntry LoadN/AExit LoadWith regard to each unit purchase: For units redeemed or switched out within a period of one year since allotment – 1%BenchmarkNifty 100Fund ManagerAnand Radhakrishnan, Roshi Jain & Srikesh Karunakaran NairRisk FactorModerately highInvestment Objective of Franklin India Bluechip FundFranklin India Bluechip Fund aims to obtain capital appreciation on a long-term basis by means of portfolio management of equity and equity-related securities. This fund inclines towards large cap organisations while investing in a range of other companies.Who is Franklin India Bluechip Fund for?Franklin India Bluechip Fund is suitable for investors who are seeking capital growth on a long-term basis and are looking for a fund investing in large cap stocks.
3. Franklin India Equity Advantage Fund (Erstwhile Franklin India Flexi Cap Fund)Fund TypeLarge and midcap fund – open ended equity schemeEntry LoadN/AExit LoadWith regard to each unit purchase: For units redeemed or switched out within a period of one year since allotment – 1%BenchmarkNifty 500Fund ManagerLakshmikanth Reddy, Janakiraman Rengaraju & Srikesh Karunakaran NairRisk FactorModerately highInvestment Objective of Franklin India Equity Advantage Fund (Erstwhile Franklin India Flexi Cap Fund)Franklin India Equity Advantage Fund aims to provide long-term and medium capital appreciation through primary investment in midcap and large cap stocks.Who is Franklin India Equity Advantage Fund (Erstwhile Franklin India Flexi Cap Fund) for?Franklin India Equity Advantage Fund (Erstwhile Franklin India Flexi Cap Fund) is suitable for investors who are seeking capital appreciation on a long-term basis and a fund with predominant investment in midcap and large cap stocks.
4. Franklin India Equity Fund (Erstwhile Franklin India Prima Plus)Fund TypeMulticap fund – open ended equity schemeEntry LoadN/AExit LoadWith regard to each unit purchase: For units redeemed or switched out within a period of one year since allotment – 1%BenchmarkNifty 500Fund ManagerAnand Radhakrishnan, Janakiraman Rengaraju & Srikesh Karunakaran NairRisk FactorModerately highInvestment Objective of Franklin India Equity Fund (Erstwhile Franklin India Prima Plus)Franklin India Equity Fund (Erstwhile Franklin India Prima Plus) aims to provide capital growth along with dividends via a diversified portfolio of fixed income securities, equities, and money market instruments.Who is Franklin India Equity Fund (Erstwhile Franklin India Prima Plus) for?Franklin India Equity Fund (Erstwhile Franklin India Prima Plus) is suitable for investors who are seeking capital appreciation on a long-term basis through investment in midcap, small cap and large cap stocks.
5. Templeton India Equity Income FundFund TypeOpen ended equity schemeEntry LoadN/AExit LoadWith respect to each unit purchase: For units redeemed or switched-out within a period of one year from the allotment date: 1%BenchmarkS&P BSE 200Fund ManagerVikas Chiranewal & Srikesh Karunakaran NairRisk FactorModerately highInvestment Objective of Templeton India Equity Income FundTempleton India Equity Income Fund aims to provide capital appreciation on a long-term basis along with regular income via predominant investment in stocks having a substantial dividend yield, through the use of a potent strategy.Who is Templeton India Equity Income Fund for?Templeton India Equity Income Fund is suitable for investors who are seeking capital appreciation on a long-term basis and a fund with primary focus on Indian and emerging stocks in the market having a substantial dividend yield.
6. Templeton India Value Fund (Erstwhile Templeton India Growth Fund)Fund TypeOpen ended equity schemeEntry LoadN/AExit LoadWith respect to each unit purchase: For units redeemed or switched-out within a period of one year from the allotment date – 1%BenchmarkMSCI India ValueFund ManagerVikas ChiranewalRisk FactorModerately highInvestment Objective of Templeton India Value Fund (Erstwhile Templeton India Growth Fund)

If an individual wishes to invest in a mutual fund scheme offered by Franklin Templeton while simultaneously drawing out tax benefits, Franklin Templeton Mutual Fund is a good place to start with as it incorporates the feature of tax saving in all its funds.

• If units are held for a period of more than one year (12 months), then all Long-Term Capital Gains (LTCGs) are taxed at 20% for funds held more than three years without indexation, which may include the components of surcharge and cess.

KYC Compliance:

• Any individual making an investment in Franklin Templeton will mandatorily have to be KYC compliant.
• All joint holders, POAs, NRIs, and guardians are obligated to provide the important/necessitated documents in order to comply with KYC guidelines.

• Thoroughly filled up Common Application Form
• Third Party Declaration
• KYC Acknowledgment Certificate (Certificate of Verification)

The above-mentioned documents are relevant for the physical mode of purchase (of units) only.

Fundamentally, there are three modes that investors can make use of to purchase units. Subscription to these modes will essentially lead to a successful purchase of the units at Franklin Templeton.

• Online Mode: An investor simply has to log in to www.franklintempletonindia.com and choose the option labelled ‘Funds and Solutions’, on the top left corner of the webpage, in order to invest through the online mode.
• Exchange Platforms: NSE-MFSS & BSE- BSE Star mutual fund platforms
• Physical Mode: A thoroughly filled in physical copy of the subscription application form will be required to be submitted by the investor along with a cheque leaf and the mandatory documents (application form, KYC acknowledgment, and Third Party Declaration) at any one of Franklin Templeton’s branches before 3:00 pm.

Since 1947, Franklin Templeton Investments has been efficiently involved in providing asset management services to its users. The firm has been dedicatedly providing extraordinary asset management solutions to clients from multiple sectors including retail, institutional, and high net-worth clients. What gives perspective to their unique investment strategy is the fact that they are currently positioned to look beyond the most tangible securities in order to identify smart global investments that are in accordance with their meticulous investment criteria. What sets Franklin Templeton Investments apart is their thorough knowledge of local companies and their culture. GST rate of 18% applicable for all financial services effective July 1, 2017.