Share Fund
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.
Scheme Class | Equity |
Scheme Category | ELSS (Tax Savings) |
Expense Ratio | 1.09% |
Min subscription | ₹ 500 |
Scheme Type | Open-ended |
Scheme AUM (in Crs.) | ₹ 4,795 |
AMC AUM (in Crs.) | ₹ 1,18,912 |
Min Addition Subscription | ₹ 500 |
Benchmark Type | S&P BSE 200 India TR INR |
Exit Load | Units locked in for 3 years, No exit load |
Fund | Min SIP Inv. | Min Inv. | Returns 3Y |
---|---|---|---|
Mirae Asset Tax Saver Fund - Direct Plan | 500 | 500 | 19.65% |
Axis Long Term Equity Fund - Direct Plan | 500 | 500 | 11.75% |
ICICI Prudential Long Term Equity Fund ( Tax Saving) - Direct Plan | 500 | 500 | 13.58% |
L&T Tax Advantage Fund - Direct Plan | 500 | 500 | 11.05% |
Aditya Birla Sun Life Tax Relief 96 - Direct Plan | 500 | 500 | 7.55% |
Tata India Tax Savings Fund - Direct Plan | 500 | 500 | 13.94% |
Axis Long Term Equity Fund - Direct Plan | 500 | 500 | 11.75% |
IDFC Tax Advantage (ELSS) Fund - Direct Plan | 500 | 500 | 19.12% |
Company | Holding Type | Asset(%) |
---|---|---|
ICICI Bank Ltd | Equity | 8 |
Infosys Ltd | Equity | 8 |
HDFC Bank Ltd | Equity | 7 |
Axis Bank Ltd | Equity | 7 |
Bharti Airtel Ltd | Equity | 5 |
Larsen & Toubro Ltd | Equity | 5 |
Tata Power Co Ltd | Equity | 4 |
Call, Cash & Other Assets | Cash | 3 |
HCL Technologies Ltd | Equity | 3 |
State Bank of India | Equity | 3 |
Asset | Percent |
---|---|
Equity | 97 |
Cash | 3 |
Equity - Future | 0 |
Sector | Percent |
---|---|
Financial Services | 32 |
Technology | 12 |
Consumer Cyclical | 12 |
Consumer Defensive | 9 |
Utilities | 8 |
Fund Manager
R. Janakiraman
6+ years of experience
Anand Radhakrishnan
0+ years of experience
About
Phone
1800 425 4255
Address
INDIABULLS FINANCE CENTER TOWER 2, 12TH,SANAPATI BAPAT MARG, ELPHINSTONE (WEST), -