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Franklin India Taxshield

Franklin India Taxshield

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

29.82

as on 29 Mar 2023

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 21,909 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

  • ₹ 857.485

    as on 29 Mar 2023
  • 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 ₹ 857.485 as on 29 Mar 2023.

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 -0.02% -1.30% 5.08% 17.83% 32.94% 48.96% 20.20% 21.31% 6.22% 8.84% 23.49% 24.08% 20.84%
Category Average -1.58% -5.48% -0.44% -0.01% 10.32% 26.25% 9.96% 14.37% -2.24% 1.42% 12.19% 11.74% 12.15%
Franklin India Taxshield -1.07%₹ 9,892 -6.28%₹ 9,372 0.63%₹ 10,062 2.38%₹ 10,237 -0.60%₹ 11,962 11.23%₹ 12,382 3.19%₹ 24,798 29.82%₹ 21,909 15.05%₹ 44,993 10.09%₹ 16,177 12.51%₹ 82,103 14.12%₹ 37,492 11.85%₹ 2,22,256
DSP Tax Saver Fund -2.14%₹ 9,786 -6.09%₹ 9,390 -0.06%₹ 9,993 -0.36%₹ 9,964 -2.80%₹ 11,818 10.73%₹ 12,271 1.27%₹ 24,318 28.94%₹ 21,465 13.42%₹ 43,950 12.09%₹ 17,708 13.53%₹ 84,210 16.27%₹ 45,211 13.89%₹ 2,47,793
Mirae Asset Tax Saver Fund -1.47%₹ 9,852 -5.17%₹ 9,483 0.55%₹ 10,055 -1.49%₹ 9,851 -3.15%₹ 11,795 8.93%₹ 11,874 0.42%₹ 24,104 29.46%₹ 21,725 12.65%₹ 43,469 13.76%₹ 19,069 13.92%₹ 85,021 - -
Quant Tax Plan -0.02%₹ 9,998 -10.01%₹ 8,998 -6.26%₹ 9,373 -1.80%₹ 9,819 -6.83%₹ 11,554 19.71%₹ 14,352 3.64%₹ 24,912 48.96%₹ 33,121 23.49%₹ 50,630 20.20%₹ 25,114 24.08%₹ 1,08,881 21.31%₹ 69,112 20.84%₹ 3,60,313
BOI AXA Tax Advantage Fund -0.98%₹ 9,901 -5.99%₹ 9,401 -0.42%₹ 9,958 -0.73%₹ 9,927 -0.90%₹ 11,942 11.42%₹ 12,424 1.25%₹ 24,313 28.63%₹ 21,310 13.48%₹ 43,987 11.93%₹ 17,578 15.50%₹ 88,381 15.94%₹ 43,931 14.53%₹ 2,56,460
Canara Robeco Equity Tax Saver Fund -1.51%₹ 9,849 -5.55%₹ 9,445 -1.37%₹ 9,862 -0.98%₹ 9,902 -3.12%₹ 11,797 9.34%₹ 11,964 0.56%₹ 24,138 27.14%₹ 20,577 12.07%₹ 43,102 13.99%₹ 19,258 13.97%₹ 85,114 14.82%₹ 39,870 13.76%₹ 2,46,086

Portfolio Holdings

Portfolio holdings pattern of Franklin India Taxshield as on 31 Mar 2023 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%