Decoding-Debt-Funds-July-10-2019

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Debt Funds – 7 Key Takeaways1Potential to earn higher returns with reasonable safety and liquidity2Tax-efficiency vis-à-vis other traditional debt avenues3Diversified portfolio of money market, corporate and government securities4Two strategies – Accrual (regular income) and Duration (capital appreciation)5Variety of fund choices that can be mapped as per goals6Must be mindful of Interest rate risk, Credit risk, and Liquidity risk7Fund’s performance track record plays an important role in choosing a fund35
DisclaimerAn investor education and awareness initiative by Franklin Templeton Mutual Fund1. One time KYC (Know Your Customer) : Documents & ProceduresOne-time KYC registration is mandatory to invest in mutual funds.The following documents need to be submitted to complete one-time KYC registration. Documents can be submitted at any of our branches or collection centres.a) Duly filled and signed Central-KYC (C-KYC) application formb) One proof of Identity (self-attested copy) : Anyone of PAN/ passport / voter ID/ driving license / Aadhaar card / NREGA job card / any other document notified by thecentral government.c) One proof of Address (self-attested copy) : Same as identity proof (except PAN)d) One photographCopies of all documents submitted need to be compulsorily self-attested by the applicant and accompanied by originals for verification. In case any originals are notproduced for verification, then the copies must be properly attested by entities authorized to attest the documents. For more details, please refer to the “instructions /guidelines” on the C-KYC / Supplementary C-KYC form. In case you are KYC verified and want to only update any information, please submit a completed KYC detailschange form with the required self-attested documents as proof to our nearest branch or collection centre.2. Details of SEBI registered Mutual Funds: Investors shall be cautious to deal/ invest only with SEBI registered Mutual Funds. Details of registered Mutual Funds canbe verified on the SEBI website www.sebi.gov.in under ‘Intermediaries/ Market Infrastructure Institutions’.3. Complaint Redressal: We believe in customer centricity and satisfaction of our investors is our foremost agenda. Please let us know your concerns through any of ourfollowing touch points:a. Our exclusive toll-free helpline 1800 425 4255b. In case you are not satisfied with the response from our toll free helpline, please write to our Investor Relations Officer atgrievanceredressal@franklintempleton.com. We will respond to you within 2 business days.c. In case you are not satisfied with the response from our grievance redressal team, please write to our Customer Service Head atheadofcustomerservice@franklintempleton.com. We will respond to you within 2 business days.d. In case you are not satisfied with the resolution provided by our customer service head, please write to our President at president@franklintempleton.come. In case you are not satisfied with the response provided by any of the above touch points, you can lodge your grievance with SEBI through SCORES (SEBIComplaint Redress System) as follows:i. Register on Scores Portal (http://scores.gov.in)ii. Mandatory details for filing complaints on SCORE :Name, PAN, Address, Mobile Number, E-mail IDMutual Fund investments are subject to market risks, read all scheme related documents carefully.Information contained in this presentation is not a complete representation of every material fact and is for informational purposes only. Regulatory/ taxation detailsmentioned in the presentation are provided on a best effort basis and are as per the existing laws and subject to change from time to time. The recipient is advised toconsult his/her advisor/ tax consultant prior to arriving at any investment decision.36
Seite 1 und 2: DECODING DEBT FUNDSSeptember 2019
Seite 3 und 4: Traditional - AssuredMarket - linke
Seite 5 und 6: Know The BasicsWhat is bond?Bond Is
Seite 7 und 8: Know The BasicsWhy the inverse rela
Seite 9 und 10: Decoding Debt Funds8
Seite 11 und 12: Decoding Debt FundsDebt Funds vs Tr
Seite 13 und 14: Decoding Debt FundsWhy invest in de
Seite 15 und 16: MaturityRisks Associated With Debt
Seite 17 und 18: Credit RatingsRisks Associated With
Seite 19 und 20: QUIZ - Knowledge CheckDebt funds pr
Seite 21 und 22: How Does a Debt Fund Work?Popular I
Seite 23 und 24: Different Productsfor Different Nee
Seite 25 und 26: Credit RiskLow HighClassification o
Seite 27 und 28: QUIZ - Knowledge CheckIdentify a go
Seite 29 und 30: Choosing theRight Debt Fund28
Seite 31 und 32: Tax Efficiency30
Seite 33 und 34: Systematic Withdrawal Pan• Allows
Seite 35: In a Nutshell34

Decoding-Debt-Funds-July-10-2019

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