NRI from all over the world (excluding U.S.A. & Canada) can invest in this fund
SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671
₹747.36
0.30%
NAV as on 30 Apr 24, 12:00 AM
very high risk
value
equity
NAV as on 30 Apr 24, 12:00 AM
very high risk
value
equity
46.14%p.a.
Last 1Y
28.63%p.a.
Last 3Y
21.24%p.a.
Last 5Y
16.75%p.a.
Since Inception
About Templeton India Value Fund Growth for NRIs
NRIs can achieve long-term capital appreciation by investing in the Templeton India Value Fund Growth scheme from Franklin Templeton Asst Mgmt(IND)Pvt Ltd. It is a Value mutual fund scheme that predominantly invests in Value stocks of companies. Launched on Sep 1996, Templeton India Value Fund Growth is Value fund of its category with 1,819.76 Cr fund under management as on Apr 2024. The expense ratio of this fund is less than that of most other Fund category Value funds.
- Templeton India Value Fund Growth delivered 46.1% annual returns during the last year. It has delivered 16.8% average annual returns since the fund was launched.
- Templeton India Value Fund Growth scheme tends to consistently deliver higher returns than most schemes in the same category.
- The scheme has predominantly invested in equity
Fund Objective
The Investment objective of the scheme is to provide long-term capital appreciation to its Unitholders by following a value investment strategy.
Top 10 Holdings
HDFC Bank Ltd
6.76%
Reliance Industries Ltd
5.34%
ICICI Bank Ltd
4.81%
Tata Motors Ltd Class A
3.97%
State Bank of India
3.93%
Oil & Natural Gas Corp Ltd
3.42%
HCL Technologies Ltd
3.39%
ITC Ltd
3.06%
Kirloskar Oil Engines Ltd
2.83%
IndusInd Bank Ltd
2.82%
Fund Managers
- Ajay Argal (Dec 2023 - Present)
- Rajasa Kakulavarapu (Sep 2021 - Present)
Key Information
View Scheme Document
Templeton India Value Fund Growth SIP Calculator
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NRI Mutual Fund Tax on Templeton India Value Fund Growth
Just like for resident investors, capital gains from mutual fund investments are subject to income tax for NRI investors.
| Fund Type | Short-term Capital Gains (STCG) Tax | Long-term Capital Gains (LTCG) Tax |
|---|---|---|
| Equity mutual funds | 15% | 10% (above Rs. 1 lakh LTCG) without indexation* |
| Debt & other types of funds | At tax slab rate | 20% with indexation benefits |
How can NRIs invest in Templeton India Value Fund Growth?
NRIs and OCIs can download the SBNRI app to invest in mutual funds from the country of their residence. Here are a few simple steps you need to take:
- Complete your NRI KYC: Type in your personal details and attach supporting documents, like:
- PAN Number
- Overseas address proof: Any of – Water/electricity bill, postpaid mobile/internet bill, rent agreement, driving license, etc.
- Passport – front and back
- Passport size photograph
- signature
If all details are correct, your KYC will be approved within 7 to 8 business days.
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing in Templeton India Value Fund Growth
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing:
- City and country of birth
- NRE/NRO bank account statement/ canceled cheque for the latest 3 months
- Nominee details
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Frequently Asked Questions
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