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Franklin India Fixed Maturity Plans – Series 5 - Plan D (1238 days)

'Hi, I came across this interesting fund from Franklin Templeton. Check it out!'
Annualised Returns
NA
Minimum Investment/Multiples for Fresh Purchase (INR)

Additional Investment/Multiples thereof (INR)

Over 150 Unique Investors (As of 30/06/2019)
Why should you invest in ?
  • Investor get the opportunity to lock in their investments at prevailing yields
  • It aims to minimize interest rate volatility in the portfolio and generate optimum return by keeping credit risk low and investing primarily in higher quality debt instruments
What are the “Tax Benefits” of investing in this fund?
  • Long term capital gains (LTCG) tax @20% (plus surcharge, if applicable and cess) with indexation if units held for more than 36 months
  • Short term capital gains (STCG) tax at the income tax slab rate if units are held for less than 36 months
  • Investor does not pay any tax on dividends but a Dividend Distribution Tax (DDT) is deducted at source @29.12% ( 25% + 12% surcharge + 4% Health & education cess) for Individuals and @ 34.944% ( 30% + 12% surcharge + 4% Health & education cess) for any other person.^^

^^ The DDT is to be paid by the mutual fund after grossing-up income distributed to the investor.

What is the “Ideal Investment Horizon” while investing in this fund?

Upto maturity date of the fund

Suitable For
  • Reasonable Capital appreciation

Fund Video

Franklin India Fixed Maturity Plans – Series 5 - Plan D (1238 days) is a fixed income fund wherein you invest for a period of 1238 days. It invests mainly in debt instruments. It aims to minimize interest rate volatility in the portfolio and focuses at providing stable returns. To know more about Franklin India Fixed Maturity Plans – Series 5 - Plan D (1238 days), watch the video below.

Fund Information

  • Inception -
  • Entry Load -
  • Exit Load -
  • Additional Fund Information
Product Label
This product is suitable for Investors who are seeking*:
  • Income over the term of the plan
  • A fund that invests in Debt/Money Market Instruments
Moderate

*Investors should consult their financial distributors if in doubt about whether the product is suitable for them.