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Franklin India Taxshield

Franklin India Taxshield

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

15.86

as on 03 Oct 2022

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 15,557 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

  • ₹ 855.988

    as on 03 Oct 2022
  • Regular - Growth

  • 17 / 37

  • ₹ 500

  • ₹ 4,921 Cr.

    as on 31 Dec 2021
  • 1.94%

  • 10 Apr 1999

  • Equity - ELSS

  • Nifty 500

  • Franklin Templeton Mutual Fund

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  • 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 ₹ 855.988 as on 03 Oct 2022.

This fund has 23 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 0.89% 17.01% 5.58% 17.83% 45.09% 38.30% 22.21% 20.26% 17.48% 30.15% 41.13% 30.55% 23.75%
Category Average -2.26% 10.42% 0.22% -0.39% 25.98% 16.59% 11.13% 14.49% 2.53% 12.45% 18.52% 14.35% 13.95%
Franklin India Taxshield -2.56%₹ 9,743 10.26%₹ 11,025 -0.64%₹ 9,936 0.34%₹ 10,033 1.34%₹ 12,087 30.11%₹ 16,953 12.86%₹ 27,282 15.86%₹ 15,557 19.37%₹ 47,850 10.35%₹ 16,369 14.01%₹ 85,242 14.12%₹ 37,500 13.05%₹ 2,37,062
DSP Tax Saver Fund -2.53%₹ 9,746 8.47%₹ 10,846 -2.10%₹ 9,790 -2.54%₹ 9,746 -0.75%₹ 11,952 27.75%₹ 16,341 11.20%₹ 26,852 17.62%₹ 16,280 18.66%₹ 47,373 12.18%₹ 17,771 15.63%₹ 88,711 16.18%₹ 44,829 15.36%₹ 2,68,218
Mirae Asset Tax Saver Fund -3.51%₹ 9,648 6.47%₹ 10,646 -3.69%₹ 9,631 -4.00%₹ 9,600 -4.28%₹ 11,721 24.68%₹ 15,563 8.54%₹ 26,162 19.65%₹ 17,136 18.07%₹ 46,984 14.16%₹ 19,394 16.17%₹ 89,891 - -
Quant Tax Plan -1.97%₹ 9,803 15.42%₹ 11,542 1.51%₹ 10,150 9.99%₹ 10,999 11.04%₹ 12,704 42.68%₹ 20,398 26.04%₹ 30,800 37.52%₹ 26,029 38.69%₹ 62,005 21.49%₹ 26,486 29.50%₹ 1,23,967 19.81%₹ 61,024 23.29%₹ 4,11,554
BOI AXA Tax Advantage Fund -2.06%₹ 9,793 12.62%₹ 11,262 -1.04%₹ 9,895 -3.55%₹ 9,644 0.16%₹ 12,010 25.83%₹ 15,853 11.39%₹ 26,898 23.34%₹ 18,775 20.76%₹ 48,784 14.02%₹ 19,275 17.88%₹ 93,730 15.66%₹ 42,867 16.02%₹ 2,77,960
Canara Robeco Equity Tax Saver Fund -3.24%₹ 9,675 10.47%₹ 11,047 -1.11%₹ 9,888 -1.27%₹ 9,873 -0.07%₹ 11,995 24.43%₹ 15,502 10.55%₹ 26,683 20.70%₹ 17,593 19.14%₹ 47,691 15.29%₹ 20,378 17.18%₹ 92,151 14.85%₹ 39,950 15.29%₹ 2,67,242

Portfolio Holdings

Portfolio holdings pattern of Franklin India Taxshield as on 04 Oct 2022 are listed below:

  • Equity Holdings:

    192.94%
  • Debt Holdings:

    0.00%
  • Others Holdings:

    7.06%

Top Sector Holdings of Franklin India Taxshield

Name of SectorHolding PercentageHolding Values in Crore
Banks 55.42% ₹ 2,770.32 Cr.
Computers - Software 22.64% ₹ 1,181.59 Cr.
Power 11.96% ₹ 598.06 Cr.
Engineering, designing, construction 9.86% ₹ 492.94 Cr.
Brew/distilleries 9.84% ₹ 491.56 Cr.
Others -9.72% -

Top Stock Holdings of Franklin India Taxshield

Name of StocksHolding PercentageHolding Values in Crore
Infosys Ltd. 8.68% ₹ 434.18 Cr.
Infosys Ltd. 8.68% ₹ 434.18 Cr.
ICICI Bank Ltd. 7.11% ₹ 355.27 Cr.
ICICI Bank Ltd. 7.11% ₹ 355.27 Cr.
HDFC Bank Ltd. 7.10% ₹ 355.06 Cr.
Others 61.32% -

Other Holdings

Holding TypeHolding Percentage
Reverse Repo 3.70%
Net Receivables 3.36%