- Mutual Funds
- Franklin Templeton Mutual Funds
- Franklin India ELSS Tax Saver Fund (Growth)
Formerly Franklin India Taxshield Gr
Franklin India ELSS Tax Saver Fund (Growth)
₹ 1263.3915
NAV (Apr 18)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 1263.3915
NAV (Apr 18)
Fund Returns
Last 1Y | 43.2% |
Last 3Y | 22.5% |
Last 5Y | 17.1% |
Last 10Y | 16.3% |
Since Inception | 21.3% |
6 Month CAGR | 18.2% |
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 | 1.84 |
Launched (25y ago) | Apr 10, 1999 |
AUM in Crores | 6179.879 |
ISIN | INF090I01775 |
Lock-in | 3 |
Benchmark | Nifty 500 TR INR |
SIP Minimum | 500 |
Lumpsum Min. | 500 |
Standard Deviation (3yr) | 12.7 |
Standard Deviation (5yr) | 19.9 |
Beta (3yr) | 0.93 |
Beta (5yr) | 1.02 |
Sharpe Ratio (3yr) | 1.211 |
Sharpe Ratio (5yr) | 0.645 |
YTM | 0 |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Franklin India ELSS Tax Saver Fund (Growth) | 11,25,341 | 3,92,729 | 17.1% | |
| 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
8.1%hdfc bank ltd
6.3%larsen & toubro ltd
5.9%bharti airtel ltd
5.4%infosys ltd
5.1%Allocation by Sector
financial services
26.5%industrials
15.5%consumer cyclical
13.1%technology
10.3%consumer defensive
7.4%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 17,313 cr | ||
₹ 14,075 cr | ||
₹ 21,475 cr | ||
₹ 41,281 cr | ||
₹ 60,559 cr |
About the AMC
Franklin Templeton Asst Mgmt(IND)Pvt Ltd
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
27.5% | 16.8% | ||
22.5% | 18.2% | ||
21.9% | 14.3% | ||
22.5% | 21.3% | ||
25.5% | 15.2% |
Franklin India ELSS Tax Saver Fund (G) Review
Franklin India ELSS Tax Saver Fund (G) is a Tax Saving Equity fund and has delivered an annualised return of 21.3% over a period of 25 years. The fund was previously known as Franklin India Taxshield Gr. The fund is managed by Franklin Templeton Asst Mgmt(IND)Pvt Ltd. The fund managers are Rajasa Kakulavarapu, R. Janakiraman.
Nav of Franklin India ELSS Tax Saver Fund (G) as of 4/18/2024 is ₹1263.39 with the total AUM as of 4/19/2024 is ₹6179.879. With Scripbox you can compare and check the latest nav for all mutual funds in India. Franklin India ELSS Tax Saver 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 ELSS Tax Saver 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 ELSS Tax Saver 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 Nifty 500 TR INR.
Franklin India ELSS Tax Saver Fund (G) is rated as a 4 fund in Equity and delivered 43.2% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Franklin India ELSS Tax Saver Fund (G).
Frequently Asked Questions
What is Franklin India ELSS Tax Saver Fund (G)?
How to invest in Franklin India ELSS Tax Saver Fund (G)?
You can invest in Franklin India ELSS Tax Saver 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 ELSS Tax Saver Fund (G)?
The minimum sip amount for Franklin India ELSS Tax Saver Fund (G) is ₹500. You can invest in multiples of ₹500.
Is Franklin India ELSS Tax Saver Fund (G) good to invest in?
As per Scripbox experts, Franklin India ELSS Tax Saver Fund (G) is a Top Ranked fund. You can investFranklin India ELSS Tax Saver 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 ELSS Tax Saver Fund (G)?
The expense ratio of the Franklin India ELSS Tax Saver Fund (G) is 1.84% for regular plan.