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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)
Expense Ratio	1.08%
Min subscription	₹ 500

Scheme Type	Open-ended
Scheme AUM (in Crs.)	₹ 4,151
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

Building Graph

Peer Comparison

Fund	Min SIP Inv.	Min Inv.	Returns 3Y
Mirae Asset Tax Saver Fund - Direct Plan	500	500	19.2%
Axis Long Term Equity Fund - Direct Plan	500	500	16.67%
ICICI Prudential Long Term Equity Fund ( Tax Saving) - Direct Plan	500	500	13.09%
L&T Tax Advantage Fund - Direct Plan	500	500	8.03%
Aditya Birla Sun Life Tax Relief 96 - Direct Plan	500	500	10.33%
Tata India Tax Savings Fund - Direct Plan	500	500	13.56%
Axis Long Term Equity Fund - Direct Plan	500	500	16.67%
IDFC Tax Advantage (ELSS) Fund - Direct Plan	500	500	11.62%

Top 10 Holdings

Company	Holding Type	Asset(%)
Axis Bank Ltd	Equity	10
Infosys Ltd	Equity	8
HDFC Bank Ltd	Equity	8
Call, Cash & Other Assets	Cash	6
ICICI Bank Ltd Ordinary Shares	Equity	6
Tata Power Co Ltd	Equity	4
Power Grid Corp Of India Ltd Ordinary Shares	Equity	4
Bharti Airtel Ltd	Equity	3
Kotak Mahindra Bank Ltd Ordinary Shares	Equity	3
United Breweries Ltd Shs Dematerialised	Equity	3

Asset Allocation(%)

Asset	Percent
Equity	94
Cash	6

Sector Allocation(%)

Sector	Percent
Financial Services	34
Consumer Cyclical	11
Utilities	11
Technology	10
Basic Materials	7

Fund Manager

R. Janakiraman

4+ years of experience

Lakshmikanth Reddy

4+ years of experience

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.

service@templeton.com

Phone

1800 425 4255

Address

Franklin Templeton Asset Management (India) Private Limited,Indiabulls Finance Centre; Tower 2, 12th and 13th Floor,Senapati Bapat Marg;,Elphinstone Road (W), Mumbai - 400 013

Calculate Returns

Investment Amount

Expected Annual Return Rate(%)

Investment DurationYears6Months0

Investment Amount₹ 10000

Return Amount₹ 4185

Return Rate6 %

Duration6y 0m