Comprehensive analysis of Templeton India Equity Income Fund (G) (3082) providing detailed insights into fund performance, portfolio holdings, risk metrics, expense ratios, and investment recommendations.
Franklin Templeton Asset Management (I) Pvt.Ltd.
Seeks to provide a combination of regular income and long-term capital appreciation by investing primarily in stocks that have a current or potentially attractive dividend yield.
A comprehensive at-a-glance view of key mutual fund health indicators
Moderate Returns
High Risk
High Expenses
Balanced Mix
Experienced Team
Poor Fit
Showing 1Y NAV history
Performance across different time periods
Fund shows concerning indicators. Exercise caution before investing.
Consider waiting for better market conditions or explore alternatives.
Fund shows concerning indicators. Exercise caution before investing.
Consider waiting for better market conditions or explore alternatives.
Fund manager experience
Outperformance vs benchmark
Historical performance consistency
Recent performance momentum
Assets under management
Risk-adjusted returns
Fund management costs
Market exposure level
This fund has underperformed its benchmark by 0.89% over the 3Y period.
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Disclaimer: Returns are illustrative and based on assumed rates. Mutual fund investments are subject to market risk. Please read scheme documents carefully.
| Company | Industry | % Assets |
|---|---|---|
| Net CA & Others | Debt Others | 5.96% |
| NHPC Ltd | Power Generation & Distribution | 5.36% |
| NTPC Ltd | Power Generation & Distribution | 5.26% |
| HDFC Bank Ltd | Banks | 4.71% |
| HCL Technologies Ltd | IT - Software | 4.58% |
| Infosys Ltd | IT - Software | 4.54% |
| GAIL (India) Ltd | Gas Distribution | 4.01% |
| Embassy Office Parks REIT | Infra/ Real Estate Investment Trust | 3.76% |
| Power Grid Corporation of India Ltd | Power Generation & Distribution | 3.57% |
| Oil & Natural Gas Corpn Ltd | Crude Oil & Natural Gas | 3.53% |
Compare against Dividend Yield Fund category average
This comparison shows how the fund performs relative to the Dividend Yield Fund category average. Positive values indicate outperformance, while negative values show underperformance.
Compare with similar funds in Dividend Yield Fund category
| Fund Name | NAV | 6M | 1Y | 3Y |
|---|---|---|---|---|
| Aditya Birla SL Dividend Yield Fund - Direct (G) | ₹497.96 | 1.41% | 2.66% | 27.24% |
| Aditya Birla SL Dividend Yield Fund (G) | ₹453.57 | 1.01% | 1.82% | 26.26% |
| UTI-Dividend Yield Fund - Direct (G) | ₹192.13 | 2.95% | 5.66% | 24.72% |
| UTI-Dividend Yield Fund (G) | ₹178.06 | 2.63% | 5.02% | 23.97% |
| Templeton India Equity Income Fund - Direct (G) | ₹152.76 | 2.02% | 2.57% | 21.72% |
| Sundaram Dividend Yield Fund - Direct (G) | ₹148.27 | 0.87% | 0.82% | 21.80% |
| Sundaram Dividend Yield Fund (G) | ₹135.95 | 0.27% | -0.41% | 20.34% |
| Sundaram Dividend Yield Fund - Direct (IDCW-H) | ₹66.14 | 0.83% | -2.76% | 20.35% |
| ICICI Pru Dividend Yield Equity Fund - Direct (G) | ₹58.78 | 7.64% | 8.27% | 29.78% |
| ICICI Pru Dividend Yield Equity Fund - Regular (G) | ₹52.73 | 6.96% | 6.90% | 28.00% |
A seasoned investment professional with over 19 years of experience in equity research and fund management. Known for consistent performance and a disciplined investment approach focused on quality growth stocks.