Franklin India Taxshield – Direct Growth

Equity · ELSS
 · ★★★
500
Min SIP
500
Min Lumpsum
0.87 %
Expense Ratio
★★★
Rating
4,740
Fund Size (in Cr)
10 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 5 yrs
  • Invested Amount
    --
  • Wealth Gained
    --
  • Expected Amount
    --

Scheme Performance

Returns and Ranks ( as on 01 June 2023 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 15.4% 29.3% 11.7% 14.8%
Category Average 13% 26.6% 12.5% -

Scheme Allocation

By Holding
By Sector
By Asset
ICICI Bank
8.9%
HDFC Bank
8.9%
Larsen & Toubro
5.69%
Infosys
5.29%
Bharti Airtel
5.23%
Others
66%
Banks
29.16%
IT-Software
9.8%
Construction
5.69%
Telecom-Services
5.23%
Beverages
4.86%
Others
45.27%
Equity
95.25%
Net Curr Ass/Net Receivables
4.75%

Advance Ratio

0.21
Alpha
4.6
SD
0.99
Beta
0.49
Sharpe

Exit Load

Exit Load NIL

Fund Objective

To provide medium to long term growth of capital along with income tax rebate.

Fund Managers

R Janakiraman

Risk-O-Meter

Peer Comparison

Fund Name

AMC Contact Details

Address:
Tower 2, 12th and 13h Floor, Senapati Bapat Marg, Elphinstone Road(West), Mumbai-400013
Contact:
022-67519100
Email ID:
service@franklintempleton.com

Frequently Asked Questions

How to invest in Franklin India Taxshield – Direct Growth ?

You can invest in Franklin India Taxshield – Direct Growth in a quick and simple process. Follow the below steps;
  • Login to your 5paisa account, Go to the Mutual Funds section.
  • Search for Franklin India Taxshield – Direct Growth in the search box.
  • Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"

What is the NAV of Franklin India Taxshield – Direct Growth ?

The NAV of Franklin India Taxshield – Direct Growth is ₹1,021.8 as of 01 June 2023.

How to redeem Franklin India Taxshield – Direct Growth holding ?

You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.

What is the minimum sip amount of Franklin India Taxshield – Direct Growth?

The minimum SIP amount of Franklin India Taxshield – Direct Growth is ₹500

What are the top sectors Franklin India Taxshield – Direct Growth has invested in??

The top sectors Franklin India Taxshield – Direct Growth has invested in are
  1. ICICI Bank - 8.9%
  2. HDFC Bank - 8.9%
  3. Larsen & Toubro - 5.69%
  4. Infosys - 5.29%
  5. Bharti Airtel - 5.23%

How much returns have Franklin India Taxshield – Direct Growth generated ?

The Franklin India Taxshield – Direct Growth has delivered 14.8% since inception

What is the expense ratio of Franklin India Taxshield – Direct Growth ?

The expense ratio of Franklin India Taxshield – Direct Growth is 0.87 % as of 01 June 2023.

What is the AUM of Franklin India Taxshield – Direct Growth?

The AUM of Franklin India Taxshield – Direct Growth is ₹60,016 Cr as of 01 June 2023

What are the top stock holdings of Franklin India Taxshield – Direct Growth?

The top stock holdings of Franklin India Taxshield – Direct Growth are
  1. ICICI Bank - 8.9%
  2. HDFC Bank - 8.9%
  3. Larsen & Toubro - 5.69%
  4. Infosys - 5.29%
  5. Bharti Airtel - 5.23%
Invest Now