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Franklin India Taxshield Growth-1.81%

10.55%
1 Year Return
Equity
ELSS
3.0star
6M
1Y
3Y
5Y
All

Fund Details

Franklin India Taxshield Growth

RiskModerately High
Min SIP Amount₹500
Expense Ratio1.89%
NAV₹645.99 (27 Jan 2021)
Fund Started10 Apr 1999
Fund Size4,202 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
10.6%
4.1%
10.4%
12.2%
Category Average
14.2%
5.0%
12.9%
-
Rank Within Category
27
19
29
-
*All returns are annualized.
SIP
ONE TIME
Minimum SIP amount500
Amount Per Month₹5,000
Duration
1Y back
3Y back
5Y back
Would have become
0
with 10.6% returns per annum

Comparison

Data not available
Pros
1. Age is more than 10 years
2. Risk is lower compared to the benchmark
3. Exit load is zero
4. Age is more than 10 years
5. 10Y Returns are higher than the category average returns
Cons
1. Risk-adjusted returns are lower compared to the category
2. Higher expense ratio
3. 1Y Returns are lower than the benchmark
4. 3Y Returns are lower than the benchmark
5. 5Y Returns are lower than the benchmark
6. 10Y Returns are lower than the benchmark
7. Risk-adjusted returns are lower compared to the category
8. Higher expense ratio - 1.93%
9. 1Y Returns are lower than the category average returns
10. 3Y Returns are lower than the category average returns
11. 5Y Returns are lower than the category average returns

Top Holdings

NameSectorInstrument% Assets
Axis Bank Ltd.FinancialEquity10.1%
Infosys Ltd.TechnologyEquity10.1%
HDFC Bank Ltd.FinancialEquity9.0%
ICICI Bank Ltd.FinancialEquity5.6%
Tata Power Co. Ltd.EnergyEquity3.7%
Bharti Airtel Ltd.CommunicationEquity3.7%
Power Grid Corporation of India Ltd.EnergyEquity3.7%
Mahindra & Mahindra Ltd.AutomobileEquity2.9%
United Breweries Ltd.FMCGEquity2.5%
Petronet LNG Ltd.EnergyEquity2.4%
See All

Fund Managers

Lakshmikanth Reddy
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Franklin India Taxshield Growth Details

Franklin India Taxshield Growth is a Equity Mutual Fund Scheme launched by Franklin Templeton Mutual Fund. This scheme was made available to investors on 10 Apr 1999. R Janakiraman, Lakshmikanth Reddy is the Current Fund Manager of Franklin India Taxshield Growth fund.The fund currently has an Asset Under Management(AUM) of ₹4,202 Cr and the Latest NAV as of 27 Jan 2021 is ₹645.99.

The Franklin India Taxshield 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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