Franklin India Taxshield Direct Growth-1.11%

-5.20%
1 Year Return
Equity
ELSS
2.0star
6M
1Y
3Y
5Y
All

Fund Details

Franklin India Taxshield Direct Growth

RiskModerately High
Min SIP Amount₹500
Expense Ratio1.09%
NAV560.58 (28 Oct 2020)
Fund Started01 Jan 2013
Fund Size3,473 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Franklin India Taxshield Direct Growth
-5.2%
0.0%
5.1%
11.3%
Category Average
1.8%
1.5%
7.2%
-
Rank within category
34
28
28
-
*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 -5.2% annual returns

    Comparison

    Data not available
    Pros
    1. Exit load is zero
    Cons
    Found nothing so far.

    Top Holdings

    NameSectorInstrument% Assets
    Infosys Ltd.TechnologyEquity10.4%
    Axis Bank Ltd.FinancialEquity8.6%
    HDFC Bank Ltd.FinancialEquity8.2%
    ICICI Bank Ltd.FinancialEquity4.5%
    Bharti Airtel Ltd.CommunicationEquity3.7%
    Power Grid Corporation of India Ltd.EnergyEquity3.3%
    Mahindra & Mahindra Ltd.AutomobileEquity2.9%
    Tata Power Co. Ltd.EnergyEquity2.7%
    Dr. Reddy's Laboratories Ltd.HealthcareEquity2.6%
    Petronet LNG Ltd.EnergyEquity2.6%
    See All

    Fund Managers

    addLakshmikanth Reddy
    Education
    Mr. Reddy is a B.Tech in Mechanical Engineering from Jawaharlal Nehru Technical University, Hyderabad and also holds a PGDM from IIM-A.
    Experience
    Prior to joining Franklin Templeton Mutual Fund he was associated with ICICI Pru Life Insurance Company Ltd. as Head-Equity (Jun 2004-Feb 2016), HSBC Capital Markets as Equity analyst (Apr 2003-May 2004), ABN Amro Asia Equities as Equity Analyst (Feb 2000-Mar 2003), UTI as Buy Side Analyst (Jun 1997-Feb 2000) and Crompton Greaves as Design Executive (Aug 1993-Jun 1995).
    Funds Managed

    Franklin India Taxshield Direct Growth Details

    Franklin India Taxshield Direct Growth 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 Growth fund.The fund currently has an Asset Under Management(AUM) of ₹3,473 Cr and the Latest NAV as of 28 Oct 2020 is ₹560.58.

    The Franklin India Taxshield Direct Growth 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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