SMALL CAN STILL BE POWERFUL FRANKLIN INDIA SMALLER COMPANIES FUND Over 516,176 unique investors* in this fund.
*AS ON DECEMBER 31, 2018
AS ON 28 JUNE, 2019 WHY SHOULD YOU INVEST IN FRANKLIN INDIA SMALLER COMPANIES FUND?^
TOP 10 HOLDINGS
• The fund focuses on investing predominantly in small cap companies. • It focuses on identifying high growth companies that are likely to transform into tomorrow’s market leaders resulting in capital appreciation over time
Company Name
% of Assets
HDFC Bank Ltd.
4.59
Vardhman Textiles Ltd.
2.38
Finolex Cables Ltd.
2.36
Cyient Ltd.
2.32
The recommended investment horizon is 5 years and above
Sobha Ltd.
2.30
WHAT ARE THE “TAX BENEFITS” OF INVESTING IN THIS FUND? (w.e.f. April 01, 2018)
Deepak Nitrite Ltd.
2.27
Brigade Enterprises Ltd.
2.24
Voltas Ltd.
2.20
• 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.
Hindustan Petroleum Corporation Ltd.
2.17
Nesco Ltd.
2.17
WHAT IS THE “IDEAL INVESTMENT HORIZON” WHILE INVESTING IN THIS FUND?^
WHY TRUST FRANKLIN TEMPLETON? 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.
• 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:
ALTERNATIVE TO:^
Investments in predominantly Small Cap Companies
Retirement Corpus
Education Corpus
Long Term Wealth Creation