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Franklin India Fixed Maturity Plans - Series 1 - Plan B (1104 days)

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Annualised Returns
NA
Minimum Investment/Multiples for Fresh Purchase (INR)

5000/-

Additional Investment/Multiples thereof (INR)

5000/-

Over 150 Unique Investors (As of 30/09/2017)
Why should you invest in this fund?
  • 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
  • Investor does not pay any tax on dividends but a Dividend Distribution Tax (DDT) is deducted at source @28.84% (25% + 12% surcharge + 3% education cess)
What is the “Ideal Investment Horizon” while investing in this fund?

Upto maturity date of the fund

Alternative To
  • Long Term Deposit

Suitable For
  • Reasonable Capital appreciation

Fund Video

Fund Information

  • Inception 08/05/2017
  • Entry Load -
  • Exit Load -
  • NAV in INR as on 15/12/2017
  • - 10.06
  • - 10.38
  • - 10.38
  • Direct-- 10.09
  • Direct-- 10.41
  • Direct-- 10.41
  • Additional Fund Information as on 30/11/2017
  • Fund Size in INR (CR) 21.72
  • Expense Ratio [#] 0.54
  • Expense Ratio (Direct) [#] 0.10
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.