Franklin India Taxshield Dividend+0.71%

3Groww
7.45%
1 Year Return
Equity
ELSS
3.0 star
6M
1Y
3Y
5Y
All

Fund Details

Franklin India Taxshield Dividend

RiskModerately High
Min SIP Amount₹500
Expense Ratio1.91%
NAV40.51 (18 Oct 2019)
Fund Started10 Apr 1999
Fund Size3,985 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Franklin India Taxshield Dividend
7.5%
6.1%
9.4%
21.7%
Category Average
-6.3%
6.2%
9.9%
-
Rank within category
18
26
14
-
*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
    30
    with 7.5% annual returns

    Comparison

    Data not available
    Pros
    1. Age is more than 10 years
    2. Risk is lower compared to the benchmark
    3. 1Y Returns are higher than the benchmark
    4. Exit load is zero
    Cons
    1. Higher expense ratio
    2. 3Y Returns are lower than the benchmark
    3. 5Y Returns are lower than the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    Axis Bank Ltd.FinancialEquity8.8%
    HDFC Bank Ltd.FinancialEquity7.2%
    ICICI Bank Ltd.FinancialEquity5.1%
    Kotak Mahindra Bank Ltd.FinancialEquity4.8%
    Power Grid Corporation of India Ltd.EnergyEquity4.1%
    Infosys Ltd.TechnologyEquity3.7%
    Grasim Industries Ltd.ConstructionEquity3.5%
    Hindalco Industries Ltd.MetalsEquity3.3%
    Mahindra & Mahindra Ltd.AutomobileEquity2.8%
    Bharti Airtel Ltd.CommunicationEquity2.8%
    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

    Other Details

    Franklin India Taxshield Dividend is a Equity Mutual Fund Scheme launched by Franklin Templeton Mutual Fund. This scheme was introduced to investors on 10 Apr 1999. R Janakiraman, Lakshmikanth Reddy is the Current Fund Manager of Franklin India Taxshield Dividend.The fund currently has an Asset Under Management(AUM) of ₹3,985 Cr and the Latest NAV as of 18 Oct 2019 is ₹40.51.

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

    Investment Objective

    The Scheme aims to provide growth of capital along with income tax exemption benefits to investors.

    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
    18 Feb 1996
    Franklin Templeton Mutual Fund
    Asset Management Company
    Custodian
    Southern India Depository Services
    Registrar & Transfer Agent
    Templeton
    Address
    4th Floor, Kuber Complex, Rathyatra Kamachha Rd, Rathyatra Crossing, Near Tanishq Jewelers, Rathyatra, Sidhgiribagh, Varanasi,
    Email
    NA
    Website
    NA
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