Franklin India Taxshield Direct Dividend+0.43%

4.97%
1 Year Return
Equity
ELSS
2.0star
6M
1Y
3Y
5Y
All

Fund Details

Franklin India Taxshield Direct Dividend

RiskModerately High
Min SIP Amount₹500
Expense Ratio1.08%
NAV43.68 (27 Nov 2020)
Fund Started01 Jan 2013
Fund Size3,563 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
5.0%
3.8%
8.3%
13.1%
Category Average
9.0%
4.3%
9.5%
-
Rank Within Category
31
23
25
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    0
    with 5.0% annual returns

    Comparison

    Data not available
    Pros
    1. Exit load is zero
    Cons
    1. 1Y Returns are lower than the category average returns
    2. 3Y Returns are lower than the category average returns
    3. 5Y Returns are lower than the category average returns

    Top Holdings

    NameSectorInstrument% Assets
    Infosys Ltd.TechnologyEquity10.6%
    Axis Bank Ltd.FinancialEquity9.7%
    HDFC Bank Ltd.FinancialEquity8.7%
    ICICI Bank Ltd.FinancialEquity4.8%
    Power Grid Corporation of India Ltd.EnergyEquity3.9%
    Bharti Airtel Ltd.CommunicationEquity3.7%
    Tata Power Co. Ltd.EnergyEquity3.0%
    Mahindra & Mahindra Ltd.AutomobileEquity2.8%
    Petronet LNG Ltd.EnergyEquity2.6%
    Dr. Reddy's Laboratories Ltd.HealthcareEquity2.4%
    See All

    Fund Managers

    Lakshmikanth Reddy
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    Franklin India Taxshield Direct Dividend Details

    Franklin India Taxshield Direct Dividend is a Equity Mutual Fund Scheme launched by Franklin Templeton Mutual Fund. This scheme was made available to investors on 01 Jan 2013. R Janakiraman, Lakshmikanth Reddy is the Current Fund Manager of Franklin India Taxshield Direct Dividend fund.The fund currently has an Asset Under Management(AUM) of ₹3,563 Cr and the Latest NAV as of 27 Nov 2020 is ₹43.68.

    The Franklin India Taxshield Direct Dividend is rated Moderately High risk. Minimum SIP Investment is set to 500. Minimum Lumpsum Investment is 500.

    Investment Objective

    The scheme seeks medium to long term growth of capital, with income tax rebate. The scheme invests in equities and there is an exposure to PSU Bonds and debentures and Money Market instruments.

    Tax Implications

    Upto Rs. 1.5 lac will be tax free under 80C. Lockin of 3 years. Returns will be taxed at 10%.

    Scheme Information Document(SID)

    ₹500
    Min for First Investment
    ₹500
    Min for Second Investment
    Nil
    Exit Load

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    About Franklin Templeton Mutual Fund

    Address
    Indiabulls Finance Centre; Tower 2, 12th and 13th Floor; Senapati Bapat Marg; Elphinstone Road (W) Mumbai 400013
    Phone
    022 - 67519100
    Launch Date
    19 Feb 1996
    Franklin Templeton Mutual Fund
    Asset Management Company
    Custodian
    Hongkong & Shanghai Banking Corporation
    Registrar & Transfer Agent
    Templeton
    Address
    Unit 301, III Floor, Campus 4B, RMZ Millenia Business Park, 143 Dr. MGR Road, Kandanchavadi
    Email
    NA
    Website
    NA
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