|
Investment
Focus
TIGF is an open-end equity fund that invests
primarily in the equity market with the objective
of providing long-term capital appreciation
towards meeting your long-term financial needs
like a comfortable retired life or children's
education.
Investment Strategy
The
fund adopts a disciplined yet flexible long-term
approach to investing with a focus of generating
above-average returns in the long-term with
below than average risk. Templeton's widely
known philosophy of "value investing",
where the focus is to seek out securities with
the most promising potential for long-term growth
rather than look at hot markets or day-to-day
trends is practiced by the fund managers. They
follow the bottom-up approach to identify bargain
stocks. This involves intensive company visits
and research to arrive at an intrinsic value
of the company from a five year horizon. Those
stocks, that Templeton believes are selling
at the greatest discount to their five year
potential, make it to the portfolio.
| Performance Snapshot |
|
Last 6 Months |
Last 1 Year |
Last 3 Years* |
Last 5 Years* |
Last 7 Years* |
Last 10 Years* |
Since Inception* |
| TIGF |
76.68% |
12.59% |
19.37% |
26.20% |
32.60% |
25.51% |
19.49% |
| BSE
Sensex |
66.28% |
9.16% |
13.39% |
24.80% |
26.69% |
13.17% |
12.49% |
| MSCI
India Value |
70.18% |
21.10% |
19.60% |
28.55% |
29.55% |
16.78% |
N.A |
| Past performance may or may not be sustained in the future.
* Compounded and annualised. As on July 31, 2009.
|
Highlights
- Daily
NAV
- Choice:
Growth Plan (Reinvestment & Payout options)
- Easy
liquidity: Transactions are processed within
4 working days normally
- Convenience
of Systematic
Investment Plan: The ideal way to accumulate
wealth over the long term
- NRIs can invest
on a fully repatriable
basis
Fund information
| Net Asset Value |
Calculated and disclosed on all business days |
|
Minimum Investments :
|
|
New Investment
Additional Investments |
Rs.
5,000
Rs. 1,000 |
|
Load
|
| Entry Load |
Exit Load |
|
Nil |
In respect of each purchase of Units - 1% if the Units are redeemed/switched-out within one year of allotment
|
|
| Systematic Investment Plan |
Minimum Amount Rs. 500 per month for 12months,Rs.
1000 per month for 6 months |
| Systematic Withdrawal Plan |
Withdrawal of capital appreciation, fixed amount
or a minimum of Rs. 500 per month/quarter. |
| Tax Benefits |
Indexation Benefits
Units are not liable to wealth tax and
gift tax.
No TDS on Redemptions for resident investors |
|
