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Fact Sheet As on November 27, 2020 Understanding the Factsheet

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Fact Sheet As on November 27, 2020 Understanding the Factsheet Monthly Fact Sheet As on November 27, 2020 Understanding The Factsheet Fund Manager Modified Duration An employee of the asset management company such as a Modified duration is the price sensitivity and the percentage mutual fund or life insurer, who manages investments of the change in price for a unit change in yield. scheme. He is usually part of a larger team of fund managers and Macaulay Duration research analysts. Application Amount for Fresh Subscription/Minimum Investment Macaulay duration is defined as the weighted average time to full recovery of principal and interest payments of a bond i.e. the This is the minimum investment amount for a new investor in a weighted average maturity of cash flows. The weight of each mutual fund scheme. cash flow is determined by dividing the present value of the cash Minimum Additional Amount flow by the price of the bond. Standard Deviation This is the minimum investment amount for an existing investor in a mutual fund scheme. Standard deviation is a statistical measure of the range of an SIP investment’s performance. When a mutual fund has a high standard deviation, its means its range of performance is wide, SIP or systematic investment plan works on the principle of implying greater volatility. making periodic investments of a fixed sum. It works similar to a Sharpe Ratio recurring bank deposit. For instance, an investor may opt for an SIP that invests Rs 500 every 15th of the month in an equity fund The Sharpe Ratio, named after its founder, the Nobel Laureate for a period of three years. William Sharpe, is a measure of risk-adjusted returns. It is NAV calculated using standard deviation and excess return to determine reward per unit of risk. The NAV or the net asset value is the total asset value per unit of Beta the mutual fund after deducting all related and permissible expenses. The NAV is calculated at the end of every business day. Beta is a measure of an investment’s volatility vis-à-vis the It is the value at which the investor enters or exits the mutual market. Beta of less than 1 means that the security will be less fund. volatile than the market. A beta of greater than 1 implies that the Benchmark security's price will be more volatile than the market. AUM A group of securities, usually a market index, whose performance is used as a standard or benchmark to measure investment AUM or assets under management refers to the recent / updated performance of mutual funds, among other investments. Some cumulative market value of investments managed by a mutual typical benchmarks include the Nifty, Sensex, BSE200, BSE500, fund or any investment firm. 10-Year Gsec. Holdings Entry Load The holdings or the portfolio is a mutual fund’s latest or updated A mutual fund may have a sales charge or load at the time of reported statement of investments/securities. These are usually entry and/or exit to compensate the distributor/agent. displayed in terms of percentage to net assets or the rupee value Entry load is charged at the time an investor purchases the units or both. The objective is to give investors an idea of where their of a mutual fund. The entry load is added to the prevailing NAV money is being invested by the fund manager. at the time of investment. For instance, if the NAV is Rs 100 and the entry load is 1%, the investor will enter the fund at Rs 101. Nature of Scheme Note: SEBI, vide circular dated june 30, 2009 has abolished entry The investment objective and underlying investments determine load and mandated that the upfront commission to distributors the nature of the mutual fund scheme. For instance, a mutual will be paid by the investor directly to the distributor, based on fund that aims at generating capital appreciation by investing in his assessment of various factors including the service rendered stockmarkets is an equity fund or growth fund. Likewise, a by the distributor mutual fund that aims at capital preservation by investing in debt Exit Load markets is a debt fund or income fund. Each of these categories may have sub-categories. Exit load is charged at the time an investor redeems the units of a mutual fund. The exit load is deducted from the prevailing NAV Rating Profile at the time of redemption. For instance if the NAV is Rs.100 and Mutual funds invest in securities after evaluating their the exit load is 1%,the redemption price would be Rs.99 per unit. creditworthiness as disclosed by the ratings. A depiction of the Yield to Maturity/ Portfolio Yield mutual fund in various investments based on their ratings becomes the rating profile of the fund. Typically, this is a feature The Yield to Maturity or the YTM is the rate of return anticipated of debt funds. on a bond if held until maturity. YTM is expressed as an annual rate. The YTM factors in the bond's current market price, par value, coupon interest rate and time to maturity. Portfolio yield is weighted average YTM of the securities. Contents Fund Snapshot . 6 Market Update . 10 CATEGORY FUND NAME EQUITY / FOF-OVERSEAS / INDEX FUNDS Large Cap Fund Franklin India Bluechip Fund (FIBCF). 12 Multi Cap Fund Franklin India Equity Fund (FIEF) . 13 Large & Mid Cap Fund Franklin India Equity Advantage Fund (FIEAF) . 14 ELSS Franklin India Taxshield (FIT). 15 Focused Fund Franklin India Focused Equity Fund (FIFEF) . 16 Value Fund Templeton India Value Fund (TIVF) . 17 Dividend Yield Fund Templeton India Equity Income Fund (TIEIF) . 18 Mid Cap Fund Franklin India Prima Fund (FIPF) . 19 Small Cap Fund Franklin India Smaller Companies Fund (FISCF) . 20 Thematic - Infrastructure Franklin Build India Fund (FBIF) . 21 Thematic - Special Situations Franklin India Opportunities Fund (FIOF) . 22 Thematic - Technology Franklin India Technology Fund (FITF) . 23 FOF - Overseas - U.S. Franklin India Feeder - Franklin U.S. Opportunities Fund (FIF-FUSOF) . 24 FOF - Overseas - Europe Franklin India Feeder - Templeton European Opportunities Fund (FIF-TEOF) . 25 Thematic - Asian Equity Franklin Asian Equity Fund (FAEF) . 26 Index - Nifty Franklin India Index Fund-NSE Nifty Plan (FIIF) . 27 DEBT FUNDS Overnight Fund Franklin India Overnight Fund (FIONF). 28 Liquid Fund Franklin India Liquid Fund (FILF) . 29 Money Market Fund Franklin India Savings Fund (FISF) . 30 Floater Fund Franklin India Floating Rate Fund (FIFRF) . 31 Corporate Bond Fund Franklin India Corporate Debt Fund (FICDF) . 32 Banking & PSU Fund Franklin India Banking & PSU Debt Fund (FIBPDF) . 33 Gilt Fund Franklin India Government Securities Fund (FIGSF) . 34 HYBRID / SOLUTION ORIENTED / FOF-DOMESTIC FUNDS Conservative Hybrid Fund Franklin India Debt Hybrid Fund (FIDHF) (Number of Segregated Portfolios - 1) . 35 Equity Savings Fund Franklin India Equity Savings Fund (FIESF) . 36 Retirement Fund Franklin India Pension Plan (FIPEP) . 37 FOF - Domestic Franklin India Multi - Asset Solution Fund (FIMAS) . 38 FOF - Domestic Franklin India Dynamic Asset Allocation Fund of Funds (FIDAAF) . 38 FOF - Domestic Franklin India Life Stage Fund Of Funds (FILSF) . 39 Aggressive Hybrid Fund Franklin India Equity Hybrid Fund (FIEHF) . 40 DETAILS OF SCHEMES UNDER WINDING UP Updates on the six yield-oriented Fixed Income Schemes . 42 Ultra Short Duration Fund Franklin India Ultra Short Bond Fund (Number of Segregated Portfolios - 1) (FIUBF) . 43 Low Duration Fund Franklin India Low Duration Fund (Number of Segregated Portfolios - 2) (FILDF) . 44 Short Duration Fund Franklin India Short Term Income Plan (Number of Segregated Portfolios - 3) (FISTIP). 45 Credit Risk Fund Franklin India Credit Risk Fund (Number of Segregated Portfolios - 3) (FICRF) . 46 Dynamic Bond Franklin India Dynamic Accrual Fund (Number of Segregated Portfolios - 3) (FIDA) . 47 Medium Duration Fund Franklin India Income Opportunities Fund (Number of Segregated Portfolios - 2) (FIIOF) . 48 Scheme Performance . 49 SIP Returns . 60 Dividend/Bonus History/Fund Managers Industry Experience. 63 www.franklintempletonindia.com Franklin Templeton 3 Equity Oriented Funds* - Positioning Franklin India Franklin India Equity Franklin India Bluechip Fund Advantage Fund Prima Fund Large & Mid Large Cap Mid Cap Cap DIVERSIFIED Index – Nifty Multi Cap ELSS Small Cap Franklin India Franklin India Franklin India Franklin India Smaller Index Fund – Equity Fund Taxshield Companies Fund NSE Nifty Plan Franklin India Feeder – Templeton India Franklin Build Franklin India Templeton European Value Fund India Fund Technology Fund Opportunities Fund FoF – Thematic – Thematic – Value Overseas – Infrastructure Technology STYLE / THEME Europe Thematic – FoF – Dividend Thematic – Focused Special Overseas - Yield Situations U.S. Asian Equity Franklin India Templeton India Franklin India Franklin India Feeder – Franklin Asian Focused Equity Fund Equity Income Fund Opportunities Fund Franklin U.S. Equity Fund Opportunities Fund Debt Funds** - Positioning Franklin India Liquid Fund Liquid Overnight Franklin India Franklin India Fund Government Overnight Fund Gilt Securities Fund FIXED INCOME Money Franklin India Market Savings Fund Franklin India Banking Banking & PSU & PSU Debt Fund Corporate Franklin India Bond Corporate Fund Debt Fund * Includes Equity Funds, Fund Of Funds and Index Funds ** The aforesaid matrix is based on schemes classified under a particular category and latest portfolio www.franklintempletonindia.com Mutual Fund investments are subject to market risks, read all scheme related documents carefully. Franklin Templeton 4 Hybrid / Solution Oriented / FoF-Domestic Funds - Positioning Franklin India Multi Franklin India Dynamic Franklin India Debt Hybrid Fund Franklin India (Number of Segregated Portfolios - 1) Asset Solution Fund Asset Allocation Fund of Funds Equity Hybrid Fund Fund Fund Conservative Aggressive Hybrid Of Funds Of Funds Fund Equity Hybrid Fund Fund – Domestic Retirement – Domestic Of Funds Savings Fund Fund – Domestic Franklin India Equity Franklin India Franklin India Life Savings Fund Pension Plan Stage Fund of Funds Equity Oriented Funds* –.
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