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Franklin Templeton Mutual Fund

Templeton India Value Fund

Franklin Templeton Mutual Fund · Direct plan · Growth

3-year returns
8.7%
a year
NAV
₹761.12
▲ 0.38% · 18 Sept 2026
Fund size
₹1,922 Cr
Expense ratio
1.12%
a year
Minimum SIP
₹500

Figures are for the Direct plan. The Regular plan, bought through a distributor, is at ₹673.36 and has returned 7.49% a year over 3 years.

Returns, and where it stands

Against the average value fund, and its place among them. Anything longer than a year is a yearly rate.

PeriodThis fundCategoryRank
1 year-5.6%1%behind18 of 21
3 years8.7%12.5%behind17 of 20
5 years13%12.3%ahead7 of 15
10 years13.4%13.3%ahead7 of 11
Every period, and the Regular plan →
PeriodDirectRegular
1 month-2.7%-2.8%
3 months-3.7%-4%
6 months-1.2%-1.8%
1 year-5.6%-6.7%
2 yearsp.a.-4.5%-5.6%
3 yearsp.a.8.7%7.5%
5 yearsp.a.13%11.7%
7 yearsp.a.18.2%16.9%
10 yearsp.a.13.4%12.3%

Figures are for the Direct plan, and the rank compares it against the same plan of its peers, best first. Based on NAV history from Sept 2016.

Plan

NAV history

▼ 5.6% in the last 1Y

728.2783.7839.218 Sept 202520 Mar 202618 Sept 2026

Hover or tap the chart for the NAV on any date. Past NAVs are adjusted for unit splits.

If you had invested in this fund

Investment type
years
Total invested
₹1,80,000
Gain
₹2,358
XIRR (per year)
0.85%
Value today
₹1,82,358

36 monthly instalments from 22 Sept 2023, valued at the latest NAV. Past returns do not guarantee future returns.

What the ride has been like

Worked out from this fund's own NAV history, not a rating.

How bumpy
13.2% a year
1.3% less than the category average — the steadier side
Worst fall so far
−47.8%
Jan 2018 to Mar 2020, against −31% for the category.
Years that made money
73.5%
Of every one-year stretch it has been through.
Over any three years
-12.5% to 45%
A year, at worst and at best. Typically 17.4%.

Fund details

Minimum lumpsum
₹5,000
Minimum top-up
₹1,000
Lock-in
None
Plan started
1 Jan 2013
Portfolio turnover
0.31x
Expense ratio
1.12%
as of 31 Aug 2026

Managed by Ajay Argal, Sandeep Manam, Rajasa Kakulavarapu

Direct plan figures, last checked on 20 Sept 2026. Exit load and the scheme's benchmark are in thescheme document.

How it compares

Templeton India Value Fund against other funds in the Value Fund category
Fund1Y3Y5YExpenseFund size
Quant Value Fund15.3%20.59%0.92%₹1,978 Cr
Axis Value Fund7.24%17.92%1%₹1,880 Cr
LIC MF Value Fund19.27%17.04%1.84%₹302 Cr
DSP Value Fund5.23%15.48%12.4%1.7%₹2,220 Cr
HDFC Value Fund5.08%15.43%13.84%1.12%₹8,266 Cr
HSBC Value Fund1.9%15.29%0.91%₹15,373 Cr
Templeton India Value Fund-5.6%8.75%12.99%1.12%₹1,922 Cr

About Templeton India Value Fund

Templeton India Value Fund is a value fund managed by Franklin Templeton Mutual Fund. Follow a value strategy, buying stocks the fund manager believes trade below their fair worth.

The Investment objective of the scheme is to provide long-term capital appreciation to its Unitholders by following a value investment strategy.

The scheme's stated objective, as published by Franklin Templeton Mutual Fund.

The NAV (net asset value) is the price of one unit of the fund. It is published by the fund house every business day and changes with the value of the fund's holdings. The Growth option reinvests all gains, so its NAV reflects the fund's total return.

Tax on your gains

Gains are taxed as equity: sell within 12 months and the gain is short-term, taxed at 20%. Hold longer and it is long-term, taxed at 12.5% on gains above ₹1.25 lakh in a financial year, across all your equity investments.

Work out what you would owe with the capital gains tax calculator.

Every plan and option, with scheme codes
PlanOptionNAVScheme code
DirectGrowth₹761.1164118494
DirectIDCW₹103.2353118493
RegularGrowth₹673.3645100496
RegularIDCW₹88.6635100497

Frequently asked questions

What is the NAV of Templeton India Value Fund today?

The NAV of Templeton India Value Fund (Direct plan, Growth) is ₹761.1164 and the Regular plan NAV is ₹673.3645, as of 18 Sept 2026.

What returns has Templeton India Value Fund given?

Over the last year the Direct plan returned -5.6%, and 8.75% a year over 3 years and 12.99% a year over 5 years. That places it 17 of 20 funds in its category over 3 years. Past returns do not guarantee future returns.

What is the expense ratio of Templeton India Value Fund?

The Direct plan charges 1.12% a year, as disclosed on 31 Aug 2026. The fee is already taken out of the NAV, so the returns above are what you keep.

What is the minimum SIP amount in Templeton India Value Fund?

You can start a monthly SIP with ₹500, or invest a lump sum of ₹5,000 or more.

How much has Templeton India Value Fund fallen in the past?

Its deepest fall was 47.8% from 23 Jan 2018 to 23 Mar 2020. Of every one-year stretch in its history, 73% ended in a gain.

Which category does Templeton India Value Fund belong to?

It is a Value Fund from Franklin Templeton Mutual Fund. Follow a value strategy, buying stocks the fund manager believes trade below their fair worth.

What is the difference between the Direct and Regular plan?

Both invest in the same portfolio. The Direct plan is bought straight from the fund house or a direct platform and has a lower expense ratio because no distributor commission is paid, so its NAV grows slightly faster over time.

How are gains from Templeton India Value Fund taxed?

Gains are taxed as equity: sell within 12 months and the gain is short-term, taxed at 20%. Hold longer and it is long-term, taxed at 12.5% on gains above ₹1.25 lakh in a financial year, across all your equity investments.

Source: NAVs published by the fund house through AMFI. Mutual fund investments are subject to market risks; read all scheme-related documents carefully. Past performance does not guarantee future returns. This page is for information only and is not a recommendation to buy or sell.