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 | 0.83% |
Min subscription | ₹ 500 |
Scheme Type | Open-ended |
Scheme AUM (in Crs.) | ₹ 5,247 |
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 | 24.86% |
Axis Long Term Equity Fund - Direct Plan | 500 | 500 | 16.13% |
ICICI Prudential Long Term Equity Fund ( Tax Saving) - Direct Plan | 500 | 500 | 24.8% |
HSBC ELSS Fund - Direct Plan | 500 | 500 | 20.88% |
Aditya Birla Sun Life Tax Relief 96 - Direct Plan | 500 | 500 | 13.22% |
Tata India Tax Savings Fund - Direct Plan | 500 | 500 | 24.5% |
Axis Long Term Equity Fund - Direct Plan | 500 | 500 | 16.13% |
IDFC Tax Advantage (ELSS) Fund - Direct Plan | 500 | 500 | 31.56% |
Company | Holding Type | Asset(%) |
---|---|---|
ICICI Bank Ltd | Equity | 8 |
HDFC Bank Ltd | Equity | 7 |
Call, Cash & Other Assets | Cash - Collateral | 7 |
Larsen & Toubro Ltd | Equity | 6 |
Infosys Ltd | Equity | 5 |
Axis Bank Ltd | Equity | 5 |
Bharti Airtel Ltd | Equity | 4 |
State Bank of India | Equity | 3 |
United Spirits Ltd Shs Dematerialised | Equity | 3 |
HCL Technologies Ltd | Equity | 3 |
Asset | Percent |
---|---|
Equity | 93 |
Cash - Collateral | 7 |
Equity - Future | 0 |
Sector | Percent |
---|---|
Financial Services | 29 |
Industrials | 13 |
Consumer Cyclical | 12 |
Technology | 10 |
Consumer Defensive | 9 |
Fund Manager
Anand Radhakrishnan
1+ years of experience
R. Janakiraman
7+ years of experience
About
Phone
1800 425 4255
Address
Indiabulls Finance Centre; Tower 2, 12th and 13th Floor,Senapati Bapat Marg; Elphinstone Road (W) Mumbai 400013, - 400013