Franklin India Taxshield - Direct (G)

Franklin India Taxshield - Direct (G)

AMC Name: Franklin Templeton Mutual Fund

Riskometer

Moderately High

Investment Objective

Bench Mark Nifty 500 TRI
Fund Manager Lakshmikanth Reddy
Fund Horizon OPEN
Inception Date 01-Jan-2013
Scheme AUM(CR) ` 3772.81
Minimum SIP/LUMPSUM ` 500/ `
Increment SIP/LUMPSUM ` 0/ `
SIP Dates 1,7,10,20,25
Entry Load NIL.
Exit Load NIL.
Expense Ratio 1.04

Asset Allocation

  • Equity Diversified
  • Gilt Funds
  • Short term debit
  • Liquid funds

Performance

Period Returns BenchMark
1 Month 3.49% 1.93%
3 Month -5.96% -6.61%
6 Month -2.93% -3.40%
1 Year -3.99% -6.44%
3 Year 6.09% 8.01%
5 Year 9.04% 7.97%
Since Inception 13.72% 0.00%

Note:Return for more than 1 year are computed on CAGR basis

Sector Allocation

  • Banks
  • Software
  • Power & Others
  • Pharma
  • Finance
  • Consumer Non Durables
  • Transport
  • Telecommunication Service
  • Construction Projects
  • Non Ferrous Metal
  • Automobiles
  • Chemicals & Others
  • Ferrous Metal
  • Oil & Others
  • Debt
  • Gas & Others
  • Auto Ancillary
  • Services
  • Mineral
  • Pesticides
  • Cash & Others
  • Others