Fund Details
Franklin India Taxshield Direct Growth
| Risk | Moderately High |
|---|---|
| Min SIP Amount | ₹500 |
| Expense Ratio | 1.05% |
| NAV | ₹707.02 (25 Jan 2021) |
|---|---|
| Fund Started | 01 Jan 2013 |
| Fund Size | ₹4,202 Cr |
Returns
Comparison
1. Exit load is zero
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
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| Axis Bank Ltd. | Financial | Equity | 10.1% |
| Infosys Ltd. | Technology | Equity | 10.1% |
| HDFC Bank Ltd. | Financial | Equity | 9.0% |
| ICICI Bank Ltd. | Financial | Equity | 5.6% |
| Tata Power Co. Ltd. | Energy | Equity | 3.7% |
| Bharti Airtel Ltd. | Communication | Equity | 3.7% |
| Power Grid Corporation of India Ltd. | Energy | Equity | 3.7% |
| Mahindra & Mahindra Ltd. | Automobile | Equity | 2.9% |
| United Breweries Ltd. | FMCG | Equity | 2.5% |
| Petronet LNG Ltd. | Energy | Equity | 2.4% |
Fund Managers
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 ₹4,202 Cr and the Latest NAV as of 25 Jan 2021 is ₹707.02.
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%.
