- Mutual Funds
- Franklin Templeton Mutual Funds
- Franklin India Taxshield fund (Growth)
Franklin India Taxshield fund (Growth)
₹ 1053.6222
NAV (Sep 22)
Tax saving funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 1053.6222
NAV (Sep 22)
Fund Returns
Last 1Y | 18.4% |
Last 3Y | 28.3% |
Last 5Y | 13.5% |
Last 10Y | 16.1% |
Since Inception | 21% |
6 Month CAGR | 21.9% |
Scheme Information
The primary objective for Franklin IndiaTaxshield is to provide medium to long term growth of capital along with income tax rebate.
Expense Ratio | 1.82 |
Launched (24y ago) | Apr 10, 1999 |
AUM in Crores | 5246.970 |
ISIN | INF090I01775 |
Lock-in | 3 |
Benchmark | IISL Nifty 500 TR INR |
SIP Minimum | 500 |
Lumpsum Min. | 500 |
Standard Deviation (3yr) | 15.4 |
Standard Deviation (5yr) | 20.2 |
Beta (3yr) | 1 |
Beta (5yr) | 1.01 |
Sharpe Ratio (3yr) | 1.279 |
Sharpe Ratio (5yr) | 0.414 |
YTM | 0 |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Franklin India Taxshield fund (Growth) | 10,23,538 | 2,90,926 | 13.5% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Asset allocation and Holdings
Top Stock Holdings
icici bank ltd
8.4%hdfc bank ltd
7.5%call,cash & other assets
7.1%larsen & toubro ltd
5.7%infosys ltd
5.2%Allocation by Sector
financial services
28.6%industrials
13.1%consumer cyclical
12%technology
9.8%consumer defensive
9.4%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 11,197 cr | ||
₹ 11,862 cr | ||
₹ 17,630 cr | ||
₹ 10,089 cr | ||
₹ 9,392 cr |
About the AMC
Franklin Templeton Asst Mgmt(IND)Pvt Ltd
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
4% | 14.8% | ||
4% | 14.8% | ||
4% | 14.8% | ||
35.7% | 16.3% | ||
29.8% | 14.2% |
Franklin India Taxshield fund (G) Review
Franklin India Taxshield fund (G) is a Tax Saving Equity fund and has delivered an annualised return of 21% over a period of 24 years. The fund is managed by Franklin Templeton Asst Mgmt(IND)Pvt Ltd. The fund managers are Anand Radhakrishnan, R. Janakiraman.
Nav of Franklin India Taxshield fund (G) as of 9/22/2023 is ₹1053.62 with the total AUM as of 9/23/2023 is ₹5246.97. With Scripbox you can compare and check the latest nav for all mutual funds in India. Franklin India Taxshield fund (G) was launched on Apr 10, 1999. The category risk of the fund is Very High Risk.
The minimum SIP amount for Franklin India Taxshield fund (G) is ₹500 and you can increase this in multiples of ₹500. In case you want to invest a lump sum, the minimum amount to be invested is ₹500. Check your estimated returns on mutual funds by using sip calculator.
Franklin India Taxshield fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to IISL Nifty 500 TR INR.
Franklin India Taxshield fund (G) is rated as a 1 fund in Equity and delivered 18.4% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Franklin India Taxshield fund (G).
Frequently Asked Questions
What is Franklin India Taxshield fund (G)?
How to invest in Franklin India Taxshield fund (G)?
You can invest in Franklin India Taxshield fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of Franklin India Taxshield fund (G)?
The minimum sip amount for Franklin India Taxshield fund (G) is ₹500. You can invest in multiples of ₹500.
Is Franklin India Taxshield fund (G) good to invest in?
As per Scripbox experts, Franklin India Taxshield fund (G) is a Not Recommended fund. You can investFranklin India Taxshield fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the Franklin India Taxshield fund (G)?
The expense ratio of the Franklin India Taxshield fund (G) is 1.82% for regular plan.