Investment
Focus
Providing you exclusive
access to the finest of India's smaller companies is FIPF, India's only fund with a clear
focus on this dynamic segment of the stock market.
Research has shown that
dynamic and well-managed, small and medium sized enterprises experience higher growth
rates than their well established, larger counterparts. If identified early, investments
in such companies could give substantial capital appreciation over time.
While there are thousands
of listed smaller companies, not all of them can experience the same level of growth
and success. Identifying the winners amongst them requires time, effort and research,
which is something that the professional fund managers at Franklin Templeton are
experts at.
|
Performance Snapshot |
|
Last
6 Months |
Last
1 Year |
Last
3 Years* |
Last
5 Years* |
Last
7 Years* |
Last
10 Years* |
Since
Inception* |
| FIPF
(G) |
82.93% |
10.88% |
6.78% |
21.02% |
33.07% |
27.27% |
20.91% |
| FIPF
(D) |
82.93% |
10.88% |
6.78% |
21.02% |
33.06% |
27.26% |
20.91% |
| S&P
CNX 500 |
70.39% |
8.89% |
13.66% |
22.71% |
26.97% |
15.30% |
10.01% |
| CNX
Midcap |
77.23% |
7.46% |
15.33% |
23.38% |
N.A |
N.A |
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 and Dividend Plan
(Reinvestment & Payout options)
- Low entry amount of Rs.5000
- 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 |
Minimum withdrawal of Rs.500 or fixed number of units (Minimum
investment/account balance for availing this facility is Rs.25,000) |
| Tax Benefits |
Indexation Benefits
Units are not liable to wealth tax and gift tax.
No TDS on Redemptions for resident investors |
#
Applicable only for fresh investment accounts
of Rs. 25 crores and above made on or after
April 1, 2005. In such accounts, every additional
purchase of Rs. 2 crores and above will also
attract the same load structure provided that
a minimum balance of Rs. 25 crores is maintained
throughout, other than fluctuations in such
value as a result of change in the Net Asset
due to market conditions. In case the balance
falls below Rs. 25 crores (due to redemption),
an additional purchase (subject to a minimum
of Rs. 2 crores) will also attract the same
load structure if such purchase makes up the
short fall to maintain the minimum balance
at Rs. 25 crores.
|
