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Franklin India Taxshield

Franklin India Taxshield

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

17.45

as on 21 Jan 2022

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 16,207 today.

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NAV Performance

Franklin India Taxshield performance graph for last 3 years
Performance of Franklin India Taxshield for last 3 Years

Fund Information

  • ₹ 879.145

    as on 21 Jan 2022
  • Regular - Growth

  • 14 / 37

  • ₹ 500

  • ₹ 4,921 Cr.

    as on 21 Jan 2022
  • 1.94%

    since 30 Nov 2021
  • 10 Apr 1999

  • Equity - ELSS

  • Nifty 500

  • Franklin Templeton Mutual Fund

    Show All Funds
  • Data not available.

Highlights of this fund

Franklin India Taxshield is an Open-ended Equity Fund. The fund belongs to ELSS category, where the investment is done in predominantly in stocks that are listed on Stock Exchanges like the Bombay Stock Exchange (BSE) or the National Stock Exchange (NSE) in India as well as Global stock exchanges like the Dow Jones, London Stock Exchange or LSE etc. This fund was started on 10 Apr 1999. This fund is offered by one of the top AMC (Assets Management Company) Franklin Templeton Mutual Fund. You can also view here all other Equity funds offered by Franklin Templeton Mutual Fund.

Latest NAV of the fund is ₹ 879.145 as on 21 Jan 2022.

This fund has 22 years of track record. Since 30 Nov 2021 expense ratio of this fund is 1.94%. Ideally you shoulds compare this fund with the benchmark Nifty 500.

You can invest in this fund in SIP with the minimum investment of ₹ 500. Lumpsum invest is offered with minimum investment of ₹ 500.

Fund Objective

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

List of Fund Managers of Franklin India Taxshield

  • About Anand Radhakrishnan

    Picture of Anand RadhakrishnanMr. Radhakrishnan is a B.Tech, CFA and PGDM from IIM Ahmedabad. Prior to joining Franklin Templeton Investments, he has worked with Sundaram Asset Management Ltd., SBI Funds Management and Asian Convertible and Income Fund.
  • About R. Janakiraman

    Picture of R. Janakiraman

Riskometer : Risk associated with this fund

Investors understand that their principal will be at Very High Risk

Fund Return Comparison

Fund Name 1 Month 3 Months 6 Months 1 Year 2 Years 3 Years 5 Years 10 Years 1 Year 2 Years 3 Years 5 Years 10 Years
Category Best 9.53% 4.23% 17.29% 55.37% 54.96% 36.21% 25.83% 20.20% 48.61% 69.22% 52.33% 33.57% 24.77%
Category Average 7.54% -0.30% 13.21% 29.42% 24.23% 19.66% 16.44% 16.73% 29.70% 38.71% 28.65% 19.26% 16.59%
Franklin India Taxshield 4.96%₹ 10,496 -2.26%₹ 9,774 13.02%₹ 11,302 31.57%₹ 13,157 28.23%₹ 13,766 22.85%₹ 15,100 41.79%₹ 35,242 17.45%₹ 16,207 28.40%₹ 54,197 14.30%₹ 19,524 18.04%₹ 94,138 16.10%₹ 44,585 15.54%₹ 2,70,974
Mirae Asset Tax Saver Fund 4.53%₹ 10,452 -1.68%₹ 9,831 11.65%₹ 11,165 29.48%₹ 12,947 25.83%₹ 13,621 27.86%₹ 16,359 42.20%₹ 35,358 23.96%₹ 19,057 32.11%₹ 56,947 21.35%₹ 26,341 23.00%₹ 1,06,193 - -
DSP Tax Saver Fund 5.45%₹ 10,545 -1.95%₹ 9,805 9.45%₹ 10,945 31.92%₹ 13,192 25.60%₹ 13,607 25.02%₹ 15,639 40.33%₹ 34,821 22.22%₹ 18,268 29.94%₹ 55,329 16.99%₹ 21,938 20.46%₹ 99,868 18.84%₹ 56,281 18.20%₹ 3,12,711
Canara Robeco Equity Tax Saver Fund 4.13%₹ 10,412 -0.81%₹ 9,919 12.40%₹ 11,240 29.32%₹ 12,932 26.64%₹ 13,670 30.93%₹ 17,154 40.76%₹ 34,946 23.89%₹ 19,025 32.05%₹ 56,906 20.27%₹ 25,188 23.21%₹ 1,06,732 17.22%₹ 49,048 18.01%₹ 3,09,570
Axis Long Term Equity Fund 2.13%₹ 10,213 -5.94%₹ 9,406 7.61%₹ 10,760 20.99%₹ 12,098 16.02%₹ 13,018 20.97%₹ 14,642 30.95%₹ 32,175 20.64%₹ 17,565 24.78%₹ 51,599 18.59%₹ 23,481 18.83%₹ 95,972 19.98%₹ 61,926 18.44%₹ 3,16,779
UTI Long Term Equity Fund (Tax Saving) 4.87%₹ 10,487 -0.23%₹ 9,977 13.39%₹ 11,339 28.74%₹ 12,873 28.29%₹ 13,770 25.70%₹ 15,809 40.38%₹ 34,836 21.34%₹ 17,873 30.45%₹ 55,711 16.66%₹ 21,623 20.26%₹ 99,383 15.48%₹ 42,231 15.99%₹ 2,77,524

Portfolio Holdings

Portfolio holdings pattern of Franklin India Taxshield as on 23 Jan 2022 are listed below:

  • Equity Holdings:

    190.12%
  • Debt Holdings:

    0.00%
  • Others Holdings:

    9.90%

Top Sector Holdings of Franklin India Taxshield

Name of SectorHolding PercentageHolding Values in Crore
Banks 58.30% ₹ 2,981.80 Cr.
Computers - Software 21.94% ₹ 1,121.54 Cr.
Power 11.74% ₹ 600.64 Cr.
Brew/distilleries 8.94% ₹ 457.20 Cr.
Engineering, designing, construction 7.60% ₹ 414.24 Cr.
Others -8.52% -

Top Stock Holdings of Franklin India Taxshield

Name of StocksHolding PercentageHolding Values in Crore
Infosys Ltd. 8.81% ₹ 450.29 Cr.
Infosys Ltd. 8.81% ₹ 450.29 Cr.
Axis Bank Ltd. 7.40% ₹ 378.42 Cr.
Axis Bank Ltd. 7.40% ₹ 378.42 Cr.
HDFC Bank Ltd. 7.27% ₹ 371.97 Cr.
Others 60.31% -

Other Holdings

Holding TypeHolding Percentage
Reverse Repo 5.36%
Net Receivables 4.54%