Franklin India Taxshield Fund - Direct Plan
The primary objective for Franklin IndiaTaxshield is to provide medium to long term growth of capital along with income tax rebate
Suitability
This product is suitable for investors who are seeking• This product is suitable for Investors who are seeking• Long term capital appreciation.• An ELSS fund offering tax benefits under Section 80C of the Income Tax Act.
Fund Info
| Scheme Class | Equity |
| Scheme Category | ELSS (Tax Savings) |
| Benchmark Type | S&P BSE 200 India TR INR |
| Expense Ratio | 0.88% |
| Min subscription | ₹ 500 |
| Scheme Type | Open-ended |
| Scheme AUM (in Crs.) | ₹ 4,101 |
| AMC AUM (in Crs.) | ₹ 1,18,912 |
| Min Addition Subscription | ₹ 500 |
Building Graph
Peer Comparison
| Fund | Min SIP Inv. | Min Inv. | Returns 3Y |
|---|---|---|---|
| 500 | 500 | 18.15% | |
| 500 | 500 | 17.52% | |
ICICI Prudential Long Term Equity Fund ( Tax Saving) - Direct Plan | 500 | 500 | 11.51% |
| 500 | 500 | 10.77% | |
| 500 | 500 | 12.92% | |
| 500 | 500 | 14.37% | |
| 500 | 500 | 17.52% | |
| 500 | 500 | 12.29% |
Top 10 Holdings
| Company | Holding Type | Asset(%) |
|---|---|---|
| Axis Bank Ltd | Equity | 9 |
| Call, Cash & Other Assets | Other Assets And Liabilities | 8 |
| HDFC Bank Ltd | Equity | 7 |
| ICICI Bank Ltd | Equity | 5 |
| Kotak Mahindra Bank Ltd | Equity | 5 |
| Grasim Industries Ltd | Equity | 4 |
| Power Grid Corp Of India Ltd | Equity | 4 |
| Bharti Airtel Ltd | Equity | 3 |
| Infosys Ltd | Equity | 3 |
| NTPC Ltd | Equity | 3 |
Asset Allocation(%)
| Asset | Percent |
|---|---|
| Equity | 92 |
| Other Assets And Liabilities | 8 |
| Alternatives - Private Equity | 0 |
Sector Allocation(%)
| Sector | Percent |
|---|---|
| Financial Services | 32 |
| Consumer Cyclical | 12 |
| Utilities | 11 |
| Basic Materials | 9 |
| Other Assets And Liabilities | 8 |
Franklin Templeton Mutual Fund
AUM₹1,18,912 Cr
About
The firm specializes in conservatively managed mutual funds. It offers products under the Franklin, Templeton, Mutual Series and Fiduciary brand names. Like other large investment companies, the firm offers a wide variety of funds but is traditionally best known for bond funds under the Franklin brand, international funds under the Templeton brand, and value funds under the Mutual Series brand.##With more than 600 investment professionals in 28 countries around the world, Franklin Templeton is uniquely positioned to look beyond the largest or most visible securities in each market to spot smart global investments that meet their rigorous investment criteria.##Franklin Templeton association with India dates back to over 2 decades as an investor. As part of the group major thrust on investing in markets around the world, the India office was set up in 1996 as Templeton Asset Management India Pvt. Limited.
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Investment DurationYears6Months0
Investment Amount₹ 10000
Return Amount₹ 4185
Return Rate6 %
Duration6y 0m