Name: Franklin India Taxshield Direct Growth
Brand: Franklin Templeton Mutual Fund

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Franklin India Taxshield Direct Growth
Equity
ELSS
Very High Risk
3Y Lock Inlock
65.84%
1Y return
-0.37% 1D
1M
6M
1Y
3Y
5Y
All
 NAV: 17 Sep 2021₹911.32
Min. SIP amount₹500
Rating2star
Fund size₹4,876.56 Cr
Understand termsAnnualised returnsAverage of the yearly returns of a mutual fund over a given period.
Absolute returnsThe total return of a mutual fund over a given period.
Returns and rankingsCategory: Equity ELSS
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns65.8%14.8%13.5%16.4%
Category average54.9%14.2%14.3%NA
Rank with in category82628NA
Understand termsinfo
Holdings (51)NameSectorInstrumentAssets
Infosys Ltd.
TechnologyEquity9.3%
Axis Bank Ltd.
FinancialEquity8.1%
HDFC Bank Ltd.
FinancialEquity7.8%
ICICI Bank Ltd.
FinancialEquity5.7%
Power Grid Corporation of India Ltd.
EnergyEquity4.0%
Tata Power Company Ltd.
EnergyEquity3.7%
United Breweries Ltd.
FMCGEquity2.7%
Grasim Industries Ltd.
ConstructionEquity2.6%
Bharti Airtel Ltd.
CommunicationEquity2.5%
Kotak Mahindra Bank Ltd.
FinancialEquity2.5%
See All
DisclaimerThis content is derived from publicly available information, internal sources, and other third-party sources believed to be reliable. We, at Nextbillion Technology Pvt. Ltd. (Groww), do not guarantee the accuracy of such information, or assure its completeness, or warrant that such information will not be changed.
All comparisons are done with the category average metrics for this category.
Pros and consinfo
Category: Equity ELSS
thumb_up_altPros
1Y Returns are higher than the category average returns
Exit load is zero
3Y Returns are higher than the category average returns
thumb_down_altCons
5Y Returns are lower than the category average returns
Understand termsExpense ratioA fee payable to a mutual fund house for managing your mutual fund investments. It is the total percentage of a company’s fund assets used for administrative, management, advertising, and other expenses.
TaxA percentage of your capital gains payable to the government upon exiting your mutual fund investments. Taxation is categorized as long-term capital gains (LTCG) and short-term capital gains (STCG) depending on your holding period and the type of fund.
Exit loadA fee payable to a mutual fund house for exiting a fund (fully or partially) before the completion of a specified period from the date of investment.
Stamp dutyA form of tax payable for the purchase or sale of an asset or security. 
Past expense ratio & exit load
Expense ratio
Exit load
31 Aug 2021 - Present
1.04%
31 Jul 2021 - 31 Aug 2021
1.04%
30 Jun 2021 - 31 Jul 2021
1.03%
31 May 2021 - 30 Jun 2021
1.10%
30 Apr 2021 - 31 May 2021
1.12%
31 Mar 2021 - 30 Apr 2021
1.04%
28 Feb 2021 - 31 Mar 2021
1.04%
31 Jan 2021 - 28 Feb 2021
1.05%
31 Dec 2020 - 31 Jan 2021
1.05%
30 Nov 2020 - 31 Dec 2020
1.06%
31 Oct 2020 - 30 Nov 2020
1.08%
30 Sep 2020 - 31 Oct 2020
1.06%
31 Aug 2020 - 30 Sep 2020
1.08%
31 Jul 2020 - 31 Aug 2020
1.04%
30 Jun 2020 - 31 Jul 2020
1.05%
31 May 2020 - 30 Jun 2020
1.07%
30 Apr 2020 - 31 May 2020
1.06%
31 Mar 2020 - 30 Apr 2020
1.06%
29 Feb 2020 - 31 Mar 2020
1.07%
31 Jan 2020 - 29 Feb 2020
1.06%
31 Dec 2019 - 31 Jan 2020
0.92%
30 Nov 2019 - 31 Dec 2019
0.88%
31 Oct 2019 - 30 Nov 2019
0.93%
30 Sep 2019 - 31 Oct 2019
1.03%
31 Aug 2019 - 30 Sep 2019
1.04%
31 Jul 2019 - 31 Aug 2019
0.99%
30 Jun 2019 - 31 Jul 2019
1.04%
31 May 2019 - 30 Jun 2019
1.07%
30 Apr 2019 - 31 May 2019
1.05%
31 Mar 2019 - 30 Apr 2019
0.99%
28 Feb 2019 - 31 Mar 2019
1.07%
31 Jan 2019 - 28 Feb 2019
1.21%
31 Dec 2018 - 31 Jan 2019
1.18%
30 Nov 2018 - 31 Dec 2018
1.15%
31 Oct 2018 - 30 Nov 2018
1.18%
30 Sep 2018 - 31 Oct 2018
1.18%
31 Aug 2018 - 30 Sep 2018
1.13%
31 Jul 2018 - 31 Aug 2018
1.15%
30 Jun 2018 - 31 Jul 2018
1.12%
31 May 2018 - 30 Jun 2018
1.19%
30 Apr 2018 - 31 May 2018
1.33%
31 Mar 2018 - 30 Apr 2018
1.37%
28 Feb 2018 - 31 Mar 2018
1.19%
31 Jan 2018 - 28 Feb 2018
1.37%
31 Dec 2017 - 31 Jan 2018
1.32%
30 Nov 2017 - 31 Dec 2017
1.29%
31 Oct 2017 - 30 Nov 2017
1.27%
Expense ratio, exit load and taxExpense ratio: 1.04%Inclusive of GST
Exit loadNil
Stamp duty0.005% (from July 1st, 2020)
Tax implicationUpto Rs. 1.5 lac will be tax free under 80C. Lockin of 3 years. Returns will be taxed at 10%.
Understand termsinfo
Check past data
Minimum investment amountsMin. for 1st investment₹500
Min. for 2nd investment onwards₹500
Min. for SIP₹500
Fund managementR Janakiraman
May 2016 - Present
View details
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Education
Mr. Janakiraman is a B.E and PGDM (Business Management).
Experience
Prior to joining Franklin Templeton Investments, he has worked with Indian Syntans Inv. Pvt. Ltd., Citicorp Information Tech Ltd. and UTI Securities Exchange Ltd.
Also manages these schemes
Franklin India Prima Fund IDCW
Franklin India Prima Fund Growth
Franklin India Flexi Cap Fund IDCW
Franklin India Flexi Cap Fund Growth
Franklin India Opportunities Fund IDCW
Franklin India Taxshield IDCW
Franklin India Taxshield Growth
Franklin India Equity Advantage Fund Growth
Franklin India Equity Advantage Fund IDCW
Franklin India Opportunities Fund Growth
Franklin India Smaller Companies Fund Growth
Franklin India Smaller Companies Fund IDCW
Franklin India Equity Advantage Fund Direct IDCW
Franklin India Equity Advantage Fund Direct Growth
Franklin India Smaller Companies Direct Fund IDCW
Franklin India Smaller Companies Direct Fund Growth
Franklin India Prima Direct Fund IDCW
Franklin India Prima Direct Fund Growth
Franklin India Flexi Cap Fund Direct IDCW
Franklin India Flexi Cap Fund Direct Growth
Franklin India Opportunities Direct Fund IDCW
Franklin India Opportunities Direct Fund Growth
Franklin India Taxshield Direct Growth
Franklin India Taxshield Direct IDCW
Lakshmikanth Reddy
May 2016 - Present
View details
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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).
Also manages these schemes
Templeton India Value Fund Growth
Templeton India Value Fund IDCW
Franklin India Taxshield IDCW
Franklin India Taxshield Growth
Franklin India Pension Plan IDCW
Franklin India Pension Plan Growth
Franklin India Equity Hybrid Fund IDCW
Franklin India Equity Hybrid Fund Growth
Franklin India Debt Hybrid Fund A Growth
Franklin India Debt Hybrid Fund A IDCW Monthly
Franklin India Debt Hybrid Fund A IDCW Quarterly
Franklin India Equity Advantage Fund Growth
Franklin India Equity Advantage Fund IDCW
Templeton India Equity Income Fund Growth
Templeton India Equity Income Fund IDCW
Templeton India Value Fund Direct Plan IDCW
Templeton India Value Fund Direct Plan Growth
Franklin India Equity Advantage Fund Direct IDCW
Franklin India Equity Advantage Fund Direct Growth
Templeton India Equity Income Direct Plan IDCW
Templeton India Equity Income Direct Plan Growth
Franklin India Taxshield Direct Growth
Franklin India Taxshield Direct IDCW
Franklin India Equity Hybrid Fund Direct Growth
Franklin India Equity Hybrid Fund Direct IDCW
Franklin India Pension Direct Plan Growth
Franklin India Pension Direct Plan IDCW
Franklin India Debt Hybrid Fund Direct Growth
Franklin India Debt Hybrid Fund Direct IDCW Monthly
Franklin India Debt Hybrid Fund Direct IDCW Quarterly
Franklin India Equity Savings Fund Regular Growth
Franklin India Equity Savings Fund Direct IDCW
Franklin India Equity Savings Fund Direct IDCW Monthly
Franklin India Equity Savings Fund Direct Growth
Franklin India Equity Savings Fund Direct IDCW Quarterly
Franklin India Equity Savings Fund Regular IDCW
Franklin India Debt Hybrid Fund Segregated Portfolio 1 Regular Growth
Franklin India Debt Hybrid Fund Segregated Portfolio 1 Direct Growth
Fund house & investment objective
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Franklin Templeton Mutual Fund
Rank (total assets)#11 in India
Total AUM79,021.82 Cr
Date of Incorporation19 Feb 1996
Franklin India Taxshield Direct Growth is a Equity Mutual Fund Scheme launched by Franklin Templeton Mutual Fund. This scheme was made available to in
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 19 Feb 1996. 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 ₹79,022 Cr and the Latest NAV as of 17 Sep 2021 is ₹911.32.
The Franklin India Taxshield Direct Growth is rated Very High risk. Minimum SIP Investment is set to 500. Minimum Lumpsum Investment is 500. ...Read more
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 a
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.
...Read more
Fund benchmarkNIFTY 500 TRI
descriptionScheme Information Document(SID)
Fund house contact details
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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
E-mail
[email protected]
Website
NA
Franklin Templeton Mutual Fund
Asset Management Company
Custodian
Hongkong & Shanghai Banking Corporation
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
Email
[email protected]
Website
www.camsonline.com
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	1Y	3Y	5Y	All
Fund returns	65.8%	14.8%	13.5%	16.4%
Category average	54.9%	14.2%	14.3%	NA
Rank with in category	8	26	28	NA

Name	Sector	Instrument	Assets
Infosys Ltd.	Technology	Equity	9.3%
Axis Bank Ltd.	Financial	Equity	8.1%
HDFC Bank Ltd.	Financial	Equity	7.8%
ICICI Bank Ltd.	Financial	Equity	5.7%
Power Grid Corporation of India Ltd.	Energy	Equity	4.0%
Tata Power Company Ltd.	Energy	Equity	3.7%
United Breweries Ltd.	FMCG	Equity	2.7%
Grasim Industries Ltd.	Construction	Equity	2.6%
Bharti Airtel Ltd.	Communication	Equity	2.5%
Kotak Mahindra Bank Ltd.	Financial	Equity	2.5%

Min. for 1st investment	₹500
Min. for 2nd investment onwards	₹500

Rating	2
Fund size	₹4,876.56 Cr

Rank (total assets)	#11 in India
Total AUM	79,021.82 Cr