Franklin Templeton
Templeton Quarterly Interval Plan - Plan B - Institutional - Dividend
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 | -1.15% | +6.99% | -8.14 | 582 / 763 | Q4 |
| 1W | -1.12% | +6.38% | -7.50 | 423 / 722 | Q3 |
| 2W | -1.06% | +6.63% | -7.69 | 427 / 725 | Q3 |
| 1M | -0.90% | +6.29% | -7.19 | 449 / 752 | Q3 |
| 3M | -0.24% | +7.87% | -8.10 | 534 / 728 | Q3 |
| 6M | -0.35% | +9.67% | -10.02 | 485 / 642 | Q4 |
| YTD | -0.34% | +8.47% | -8.81 | 472 / 666 | Q3 |
| 1Y | -0.54% | +13.70% | -14.23 | 494 / 591 | Q4 |
| 2Y | -0.08% | -5.03% | +4.95 | 153 / 197 | Q4 |
| 3Y | — | — | — | — | — |
| 4Y | — | — | — | — | — |
| 5Y | — | — | — | — | — |
| 7Y | — | — | — | — | — |
| 10Y | — | — | — | — | — |
| Inception | -0.09% | -3.28% | +3.20 | 583 / 797 | Q3 |
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 | -0.34% | -0.31% | -0.03 | 341 / 482 |
| 2008 | -0.50% | -5.54% | +5.04 | 193 / 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.
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 | 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 |
|---|---|
| 26 Mar 2009 | ₹10.0000 |
| 25 Mar 2009 | ₹10.1160 |
| 24 Mar 2009 | ₹10.1151 |
| 23 Mar 2009 | ₹10.1143 |
| 20 Mar 2009 | ₹10.1143 |
| 19 Mar 2009 | ₹10.1132 |
| 18 Mar 2009 | ₹10.1121 |
| 17 Mar 2009 | ₹10.1111 |
| 16 Mar 2009 | ₹10.1100 |
| 13 Mar 2009 | ₹10.1079 |
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.
- 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.
More from Franklin Templeton
- Franklin Asian Equity Fund - Dividend Plan
- Franklin Asian Equity Fund - Growth Plan
- Franklin India Flexi Cap Fund-Dividend Plan
- Franklin India Flexi Cap Fund-Growth Plan
- Franklin India High Growth Companies Fund - Dividend Plan
- Franklin India High Growth Companies Fund - Growth Plan
- Franklin India Index Fund- Nifty Plan - Dividend Plan
- Franklin India Index Fund- Nifty Plan - Growth Plan