Franklin Templeton
Templeton Fixed Horizon Fund - Series I - 15 months - Institutional Plan - Growth
Category
Income
Plan type
Dividend
Structure
Close-ended
AMFI Scheme Code
104786
ISIN (Growth)
—
ISIN (Dividend)
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Returns matrix
Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).
| Window | Fund | Category avg | +/− vs avg | Rank | Quartile |
|---|---|---|---|---|---|
| 1D | -3.47% | +6.99% | -10.46 | 684 / 763 | Q4 |
| 1W | -3.43% | +6.38% | -9.80 | 604 / 722 | Q4 |
| 2W | -2.65% | +6.63% | -9.28 | 592 / 725 | Q4 |
| 1M | -2.27% | +6.29% | -8.55 | 607 / 752 | Q4 |
| 3M | -1.38% | +7.87% | -9.25 | 577 / 728 | Q4 |
| 6M | +0.40% | +9.67% | -9.27 | 390 / 642 | Q3 |
| YTD | +1.07% | +8.47% | -7.40 | 320 / 666 | Q2 |
| 1Y | +4.91% | +13.70% | -8.79 | 327 / 591 | Q3 |
| 2Y | +6.75% | -5.03% | +11.79 | 55 / 197 | Q2 |
| 3Y | — | — | — | — | — |
| 4Y | — | — | — | — | — |
| 5Y | — | — | — | — | — |
| 7Y | — | — | — | — | — |
| 10Y | — | — | — | — | — |
| Inception | +7.50% | -3.28% | +10.78 | 284 / 797 | Q2 |
Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%
Calendar-year returns
Full-year performance vs category average. Current year is partial (year-to-date).
| Year | Fund | Category avg | +/− vs avg | Rank |
|---|---|---|---|---|
| 2009 YTD | +1.07% | -0.31% | +1.38 | 240 / 482 |
| 2008 | +9.16% | -5.54% | +14.70 | 30 / 250 |
| 2007 | — | — | — | — |
Rolling returns
Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.
1-Year rolling
+9.03%
19 windows
min 4.9% · max 10.3%
100% positive
Limited basis — fund is young, so this average may be skewed by which 1Y windows happen to be available.
3-Year rolling
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Insufficient history
5-Year rolling
—
Insufficient history
7-Year rolling
—
Insufficient history
SIP returns — historical "what if"
If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.
Period
Total invested
₹
—
Today's value
₹
—
XIRR
Annualised
Wealth multiplier
| Period | Total invested | Today's value | XIRR | Wealth multiplier |
|---|---|---|---|---|
| ₹ — | ₹ — |
XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.
Recent NAVs
| Date | NAV |
|---|---|
| 29 Jul 2009 | ₹12.0000 |
| 28 Jul 2009 | ₹12.4316 |
| 27 Jul 2009 | ₹12.4306 |
| 24 Jul 2009 | ₹12.4276 |
| 23 Jul 2009 | ₹12.4266 |
| 22 Jul 2009 | ₹12.4256 |
| 21 Jul 2009 | ₹12.4246 |
| 20 Jul 2009 | ₹12.4236 |
| 17 Jul 2009 | ₹12.3304 |
| 16 Jul 2009 | ₹12.3292 |
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Frequently asked questions
These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.
Templeton Fixed Horizon Fund - Series I - 15 months - Institutional Plan - Growth is a Income from Franklin Templeton (Institutional plan, IDCW (dividend) option). Latest NAV isn't currently available in our feed — the AMC publishes it once per business day after market close.
Templeton Fixed Horizon Fund - Series I - 15 months - Institutional Plan - Growth has NAV history starting from 31 Jan 2007, a track record of about 19 years 4 months. Long-tenured funds like this have weathered multiple market cycles — the 2008 crash, 2013 taper tantrum, 2020 COVID drawdown — which makes their returns more credible than a 3-year track record alone.
Templeton Fixed Horizon Fund - Series I - 15 months - Institutional Plan - Growth is managed by Franklin Templeton. It's classified by AMFI under the 'Income' SEBI category, which determines its peer set and tax treatment.
Over the trailing 1-year window, Templeton Fixed Horizon Fund - Series I - 15 months - Institutional Plan - Growth has delivered a absolute return of 4.91% — -8.79 pp behind the Income category average of 13.70%. The fund ranks #327 of 591 in its category — the third (Q3) quartile.
Templeton Fixed Horizon Fund - Series I - 15 months - Institutional Plan - Growth doesn't have a complete 3-year window yet (we need at least 3 year of NAVs). Check the shorter-window returns above.
Templeton Fixed Horizon Fund - Series I - 15 months - Institutional Plan - Growth doesn't have a complete 5-year window yet (we need at least 5 year of NAVs). Check the shorter-window returns above.
Templeton Fixed Horizon Fund - Series I - 15 months - Institutional Plan - Growth doesn't yet have a 3-year CAGR on file, so a ₹1 lakh growth projection isn't reliable.
A ₹10,000 monthly SIP in Templeton Fixed Horizon Fund - Series I - 15 months - Institutional Plan - Growth over the last 1 year — total invested ₹120,000 — would be worth ₹121,186 today. That's an XIRR (money-weighted annualised return) of 1.84%.
Templeton Fixed Horizon Fund - Series I - 15 months - Institutional Plan - Growth doesn't yet have 10 years of NAVs. Over the longest available window (1-year SIP), ₹10,000/month would have grown to ₹121,186 — XIRR 1.84%.
Templeton Fixed Horizon Fund - Series I - 15 months - Institutional Plan - Growth doesn't yet have a peer rank on file — typically because its category set is too small or it lacks the required NAV history. Compare manually using the returns table above.
Templeton Fixed Horizon Fund - Series I - 15 months - Institutional Plan - Growth doesn't have a computed drawdown figure yet.
Consistency stats for Templeton Fixed Horizon Fund - Series I - 15 months - Institutional Plan - Growth need at least 3 years of NAVs to compute. They'll populate automatically once the fund has enough history.
In calendar year 2008, Templeton Fixed Horizon Fund - Series I - 15 months - Institutional Plan - Growth returned 9.16% — beating the Income category average of -5.54% by 14.70 pp. It ranked #30 of 250 in its category that year.
Templeton Fixed Horizon Fund - Series I - 15 months - Institutional Plan - Growth is classified as a Debt fund. For units acquired on or after 1 April 2023, all gains are taxed at your income-tax slab rate regardless of holding period — there's no LTCG concession or indexation. For pre-April-2023 units, the old rules with indexation still apply on long-term gains.
We don't give personal investment advice. Templeton Fixed Horizon Fund - Series I - 15 months - Institutional Plan - Growth is suitable for an investor whose:
- time horizon matches the fund's modified duration — short-duration funds for 1-3 year goals, long-duration for 7+ years
- primary goal is capital preservation or steady accrual, not high growth
- tax slab is moderate — high-slab investors should evaluate post-tax yield against tax-free alternatives (PPF, tax-free bonds)
Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.
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