When investing your intermediate term funds,
you often have to make a choice between income and cash schemes of mutual funds. While
income schemes have the potential to deliver better returns over the long term, the longer
maturity profile of their portfolio can subject your investment to a higher interest rate
risk. Liquid schemes, on the other hand, offer a higher degree of principal stability, but
then their returns may not be adequate. Designed to bridge this gap is Templeton India
Short-Term Income Plan, an effective derisking investment avenue for your intermediate
term funds.
Investment Focus
TISTIP is an open end income scheme investing in
shorter maturity fixed income securities.
Choice of Plans
The scheme offers a choice of
- Growth Option
- Dividend Option - choice of weekly, monthly and
quarterly dividend options
- Bonus Option
- Institutional Plan – Growth, Weekly and
monthly dividend options
Advantage TISTIP
So make the best of your intermediate term investments...
get the best of both stability and returns
with Templeton India Short-term Income
Plan
| Performance Snapshot |
|
Last
3 Months |
Last
6 Months |
Last
1 Year |
Last
3 Years * |
Last
5 Years * |
Since
Inception* |
| TISTIP |
3.81% |
6.94% |
14.56% |
10.18% |
8.23% |
7.78% |
| Crisil
Short-Term Bond Fund Index |
0.97% |
3.90% |
11.46% |
8.19% |
6.73% |
N.A |
| TISTIP
Institutional Plan |
3.83% |
6.98% |
14.66% |
10.28% |
N.A |
9.12% |
| Crisil
Short-Term Bond Fund Index |
0.97% |
3.90% |
11.46% |
8.19% |
N.A |
7.33% |
|
Past performance
may or may not be sustained in the
future.
* Compounded and annualised. As
on July 31, 2009.
|
Highlights
- Daily
NAV
- Minimum investment - Rs.5,000 (Rs.5 Crores
in case of Institutional Plans)
- 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
New
Investment
Additional Investments |
Rs. 5,000
Rs. 5,000
Institutional Plan
Rs. 5 Crores
Rs.1 Crore |
Load |
| Entry Load |
Exit Load |
|
Nil |
In respect of each purchase of Units - 0.50% if the Units are redeemed/ switched-out within 5 months of allotment
|
|
|
| Institutional Plan |
|
| Entry Load |
Exit Load |
|
Nil |
In
respect of each purchase
of Units - 0.50% if the
Units are redeemed/ switched-out
within 5 months of allotment
|
|
| Tax Benefits |
Indexation Benefits
Units are not liable to wealth
tax and gift tax.
No TDS on Redemptions for resident
investors |
|
