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  • Franklin Templeton Mutual Funds
  • Franklin India Taxshield fund (Growth)
Franklin Templeton Mutual Funds

Franklin India Taxshield fund (Growth)

EquityTax Saving

851.4249

NAV (Sep 28)

10.7%
5 Year CAGR
Scripbox Opinion
Not Recommended
Click here for top ranked funds in tax saving mutual funds.

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).

Our analysis of this fundLearn how we rate funds ->

Fund Size

₹ 4,862 Cr

The performance of the fund on a Fund Size metric has been Good

Outperformance Consistency

Good

The performance of the fund on a Outperformance Consistency metric has been Good

View all 7 analysis

View Less

Scripbox Recommended Tax Saving Fund

Save tax combined with inflation beating long term growth. Invest in Scripbox Recommended Tax Saver Funds to unlock the best of both worlds - tax saving and long term wealth creation.?

Learn more

Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

851.4249

NAV (Sep 28)

Fund Returns

Last 1Y

-0.1%

Last 3Y

15.2%

Last 5Y

10.7%

Last 10Y

14.3%

Since Inception

20.9%

6 Month CAGR

2.8%

Scheme Information

Investment Objective

The primary objective for Franklin IndiaTaxshield is to provide medium to long term growth of capital along with income tax rebate

Expense Ratio

1.93

Launched (23y ago)

Apr 10, 1999

AUM in Crores

4862.161

ISIN

INF090I01775

Lock-in

3

Benchmark

IISL Nifty 500 TR INR

SIP Minimum

500

Lumpsum Min.

500

Fund Managers

R. Janakiraman

Fund Manager

Anand Radhakrishnan

Fund Manager

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%965,796 233,18411.25%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 93,3385.00%

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

Last updated on 2022-09-28

Top Stock Holdings

icici bank ltd

8.6%
8.6%

hdfc bank ltd

7.9%
7.9%

axis bank ltd

6.2%
6.2%

call,cash & other assets

6.1%
6.1%

infosys ltd

6.1%
6.1%
See all holdings

Allocation by Sector

financial services

31.9%
31.9%

consumer cyclical

10.4%
10.4%

technology

10.3%
10.3%

industrials

10.1%
10.1%

consumer defensive

7.7%
7.7%
See all sectors

Compare Franklin India Taxshield fund (Growth)

Fund NameFund SizeOutperformance Consistency
Nippon India Value Fund (G)
Nippon India Value Fund (G)

₹ 4,714 cr

₹ 10,218 cr

₹ 14,940 cr

₹ 10,218 cr

₹ 14,940 cr

About the AMC

Franklin Templeton Asst Mgmt(IND)Pvt Ltd

Franklin Templeton Asst Mgmt(IND)Pvt Ltd manages assets worth 67,140 crores and was set up on 6 October 1995. It's current offering of mutual fund schemes includes 39 equity,183 debt and 27 hybrid funds.

amc-img

  • 022-67519100
  • services@franklintempleton.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    9.5%

    14.2%

    9.5%

    14.2%

    9.5%

    14.2%

    21.5%

    13.7%

    17.5%

    13.3%

    Investment Calculator

    Investment Duration5 years

    0

    Total Investment

    0

    Wealth Gained

    0

    Total Corpus Created (₹)

    With CAGR of 11.25 % in 5 years

    Franklin India Taxshield fund (G) Review

    Franklin India Taxshield fund (G) is a Tax Saving Equity fund and has delivered an annualised return of 20.9% over a period of 23 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 9/28/2022 is ₹851.42 with the total AUM as of 9/29/2022 is ₹4862.161. 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 -0.1% 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)?

    Franklin India Taxshield fund (G) is a Tax Saving Equity scheme predominantly investing across Equity stocks with an investment objective to generate wealth over the long term.

    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 1.93% for regular plan.