MyWealthGrowth.com logo
HomeMutual Funds

Franklin India Taxshield

Franklin India Taxshield

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

15.29

as on 23 Sep 2021

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 15,340 today.

Invest Now

NAV Performance

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

Fund Information

  • ₹ 857.439

    as on 23 Sep 2021
  • Regular - Growth

  • 22 / 37

  • ₹ 500

  • ₹ 4,739 Cr.

    as on 23 Sep 2021
  • 1.88%

    since 31 May 2021
  • 10 Apr 1999

  • Tax Saver - ELSS

  • Nifty 500

  • franklin templeton mutual fund

    Show All Funds

Highlights of this fund

Franklin India Taxshield is an Open-ended Tax Saver 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 Tax Saver funds offered by franklin templeton mutual fund.

Latest NAV of the fund is ₹ 857.439 as on 23 Sep 2021.

This fund has 22 years of track record. Since 31 May 2021 expense ratio of this fund is 1.88%. 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 R. Janakiraman

    Picture of R. Janakiraman
  • About Lakshmikanth Reddy

    Picture of Lakshmikanth ReddyMr. Reddy is a B.Tech in Mechanical Engineering from Jawaharlal Nehru Technical University, Hyderabad and also holds a PGDM from IIM-A. Prior to joining Franklin Templeton Mutual Fund he was associated with ICICI Pru Life Insurance Company Ltd. as Head-Equity (Jun 2004-Feb 2016), HSBC Capital Markets as Equity analyst (Apr 2003-May 2004), ABN Amro Asia Equities as Equity Analyst (Feb 2000-Mar 2003), UTI as Buy Side Analyst (Jun 1997-Feb 2000) and Crompton Greaves as Design Executive (Aug 1993-Jun 1995).

Riskometer : Risk associated with this fund

Investors understand that their principal will be at Moderately 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 11.97% 17.54% 36.27% 92.75% 53.97% 32.20% 23.67% 20.51% 89.05% 78.01% 54.15% 33.70% 24.58%
Category Average 8.44% 12.97% 23.82% 64.11% 26.25% 17.67% 14.92% 16.40% 58.16% 45.07% 31.22% 20.32% 17.27%
Franklin India Taxshield 8.17%₹ 10,817 10.66%₹ 11,066 21.95%₹ 12,195 74.09%₹ 17,409 60.31%₹ 15,634 23.19%₹ 15,183 45.48%₹ 36,306 15.29%₹ 15,340 29.78%₹ 55,198 12.70%₹ 18,185 18.59%₹ 95,406 15.80%₹ 43,406 16.02%₹ 2,77,995
Mirae Asset Tax Saver Fund 7.80%₹ 10,779 12.73%₹ 11,272 24.22%₹ 12,422 68.89%₹ 16,889 60.59%₹ 15,650 31.89%₹ 17,406 50.73%₹ 37,843 23.23%₹ 18,744 36.51%₹ 60,316 20.93%₹ 25,879 25.34%₹ 1,12,331 - -
Canara Robeco Equity Tax Saver Fund 7.74%₹ 10,773 13.83%₹ 11,383 24.44%₹ 12,443 64.80%₹ 16,479 59.89%₹ 15,611 33.62%₹ 17,868 49.72%₹ 37,547 23.59%₹ 18,908 36.48%₹ 60,295 18.87%₹ 23,743 25.19%₹ 1,11,928 17.05%₹ 48,338 18.82%₹ 3,23,387
Axis Long Term Equity Fund 10.97%₹ 11,096 17.21%₹ 11,720 26.97%₹ 12,696 71.19%₹ 17,118 64.83%₹ 15,889 27.57%₹ 16,285 46.62%₹ 36,637 21.21%₹ 17,834 34.29%₹ 58,593 18.33%₹ 23,205 23.90%₹ 1,08,517 20.51%₹ 64,723 20.91%₹ 3,62,038
Quant Tax Plan 11.97%₹ 11,197 11.73%₹ 11,172 36.27%₹ 13,626 92.75%₹ 19,275 89.05%₹ 17,233 53.97%₹ 23,734 78.01%₹ 46,246 32.20%₹ 23,156 54.15%₹ 75,216 23.67%₹ 28,950 33.70%₹ 1,36,933 18.72%₹ 55,715 24.58%₹ 4,41,528
Invesco India Tax Plan 8.73%₹ 10,872 13.06%₹ 11,306 24.35%₹ 12,434 59.71%₹ 15,971 55.96%₹ 15,387 27.65%₹ 16,304 43.87%₹ 35,839 18.32%₹ 16,585 31.45%₹ 56,439 16.21%₹ 21,199 21.31%₹ 1,01,940 17.53%₹ 50,337 18.51%₹ 3,17,933

Portfolio Holdings

Portfolio holdings pattern of Franklin India Taxshield as on 24 Sep 2021 are listed below:

  • Equity Holdings:

    98.65%
  • Debt Holdings:

    0.00%
  • Others Holdings:

    1.37%

Top Sector Holdings of Franklin India Taxshield

Name of SectorHolding PercentageHolding Values in Crore
Banks 29.86% ₹ 1,414.83 Cr.
Computers - software 10.32% ₹ 488.78 Cr.
Power 4.69% ₹ 222.09 Cr.
Power- transmission 3.98% ₹ 188.69 Cr.
Brew/distilleries 3.91% ₹ 185.39 Cr.
Others 47.24% -

Top Stock Holdings of Franklin India Taxshield

Name of StocksHolding PercentageHolding Values in Crore
Infosys Ltd. 9.27% ₹ 439.22 Cr.
Axis Bank Ltd. 8.10% ₹ 383.87 Cr.
HDFC Bank Ltd. 7.84% ₹ 371.50 Cr.
ICICI Bank Ltd. 5.70% ₹ 270.22 Cr.
Power Grid Corporation of India Ltd. 3.98% ₹ 188.69 Cr.
Others 65.11% -

Other Holdings

Holding TypeHolding Percentage
Net Receivables 1.37%