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Earn yourself that
extra income every month. Templeton Monthly Income
Plan – Monthly Dividend Plan can be your
investment choice if you need to have a 'regular'
monthly income to:
- meet your monthly expenditure,
- supplement your pension,
- help with your retired parent's expenses,
- fund your child's computer education or
tennis lessons
Templeton
Monthly Income Plan is ideally suited to meet
the needs of individuals or institutions that
need regular monthly or quarterly income. The
scheme's objective is to provide regular income
to investors by investing primarily in fixed
income securities. The fund offers the convenience
of monthly dividends under the Monthly Dividend
Plan.
TMIP comes in 4 different
plans:
- Monthly Dividend Plan: TMIP (M),
- Quarterly Dividend Plan: TMIP (Q),
- Half-Yearly Dividend Plan: TMIP (H),
- Growth Plan: TMIP (G).
An open-end income fund, the TMIP's objective is
to earn regular income through investments of
about 85% in the debt and about 15% in the equity
markets. The fund's investments of 85% in debt
and money market instruments helps the steady
growth of principal with minimal risk and the
15% component in the equity market gives you
the potential to enhance your earnings from
equity investments.
.
| Performance Snapshot |
|
Last
6 Months |
Last
1 Year |
Last
3 Years* |
Last
5 Years* |
Since
Inception* |
| TMIP -
Monthly |
2.87% |
8.96% |
7.03% |
5.74% |
7.10% |
| TMIP -
Quarterly |
2.87% |
8.96% |
7.04% |
5.74% |
7.12% |
| Crisil
MIP Blended Index |
10.45% |
12.44% |
8.67% |
8.57% |
N.A |
| TMIP -
Growth |
13.60% |
12.59% |
9.23% |
9.04% |
9.79% |
| TMIP -
Halfyearly |
13.60% |
12.59% |
9.23% |
9.04% |
9.73% |
| Crisil
MIP Blended Index |
10.45% |
12.44% |
8.67% |
8.57% |
N.A |
|
Past performance
may or may not be sustained in the
future.
* Compounded and annualised. As
on July 31, 2009.
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Fund information
| Net Asset Value |
Calculated and disclosed on all business days |
|
Minimum Investments :
|
|
| New Investment / Additional Investments |
10000/1000 (GR, HD)
25000/5000 (MD, QD) |
|
Load
|
| Entry Load |
Exit Load |
|
Nil |
In respect of each purchase of Units - 0.50% if the Units are redeemed/ switched-out within 3 months 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 |
@ An open end income scheme. Income is not
assured, and is subjected to the availability
of distributable surplus.
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