SOME NAMES NEED NO INTRODUCTION FRANKLIN INDIA BLUECHIP FUND Over 2,79,836 unique investors* in this fund.
*AS ON DECEMBER 31, 2018
Franklin Templeton Investments is not associated with these brands and may or may not have these stocks / securities in their fund portfolio. They are used for illustration purposes only. This is neither a recommendation to buy or sell nor a view on quality or profitability of investing in these securities. The reader should not assume that investment in the securities listed was or will be profitable. The reference to any listed security in this advertisement is only for information and illustration purposes and shall in no manner be deemed to be a research report. The reference is only to illustrate the kind of stocks that form Bluechip category.
AS ON 28 JUNE, 2019
WHY SHOULD YOU INVEST FRANKLIN INDIA BLUECHIP FUND?^
TOP 10 HOLDINGS Company Name
% of Assets
HDFC Bank Ltd.
8.60
Infosys Ltd.
6.91
ICICI Bank Ltd.
6.77
Bharti Airtel Ltd.
6.58
Axis Bank Ltd.
5.69
Larsen & Toubro Ltd.
4.37
State Bank of India
3.81
Mahindra & Mahindra Ltd.
3.51
HCL Technologies Ltd.
3.00
NTPC Ltd.
2.87
All portfolio holdings are subject to change. The information stated above does not constitute an investment advice or recommendation to subscribe or transact in these securities.
ALTERNATIVE TO:^
Investments in predominantly Large Cap Companies
• Franklin India Bluechip Fund predominantly invests in companies that: - Run large and established businesses - Have a long track record - Enjoy leadership in their respective industries • The fund has declared a dividend every year for the last 20 years.
WHAT IS THE “IDEAL INVESTMENT HORIZON” WHILE INVESTING IN THIS FUND?^ The recommended investment horizon is 5 years and above
WHAT ARE THE “TAX BENEFITS” OF INVESTING IN THIS FUND? (w.e.f. April 01, 2018) • Long term capital gains (LTCG) tax @10% (plus surcharge, if applicable and cess) without indexation if units held for more than 12 months^ • Short term capital gains (STCG) tax @ 15% (plus surcharge, if applicable and cess) if units are held for less than 12 months • Investor does not pay any tax on dividends but a Dividend Distribution Tax (DDT) is deducted at source @11.648% (10% + 12% surcharge + 4% Health & education cess) ^^ ^ Capital gain accrued up to January 31st 2018 is exempt form LTCG tax in respect of units acquired before January 31, 2018 & redeemed on or after April 1, 2018. ^^ The DDT is to be paid by the mutual fund after grossing-up income distributed to the investor.
WHY TRUST FRANKLIN TEMPLETON? • Premier global investment management organization with over 70 years of global investment experience • Extensive experience in both equity and debt across market cycles • Managing over 34 funds - 24 of them have a performance track record of over 10 years • Focus on local needs backed by global expertise
SUITABLE FOR:^
Retirement Corpus
Education Corpus
Long Term Wealth Creation