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).
The performance of the fund on a Fund Size metric has been Good
The performance of the fund on a Outperformance Consistency metric has been Good
NAV (Feb 3)
6 Month CAGR
The primary objective for Franklin IndiaTaxshield is to provide medium to long term growth of capital along with income tax rebate.
Launched (24y ago)
Apr 10, 1999
AUM in Crores
IISL Nifty 500 TR INR
Standard Deviation (3yr)
Standard Deviation (5yr)
Sharpe Ratio (3yr)
Sharpe Ratio (5yr)
with step up of
|Franklin India Taxshield fund (Growth)||933,141||200,529||9.9%|
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.
hdfc bank ltd8.6%
icici bank ltd8.5%
axis bank ltd6.9%
larsen & toubro ltd5.3%
|Fund Name||Fund Size||Outperformance Consistency|
₹ 10,444 cr
₹ 4,848 cr
₹ 15,500 cr
₹ 10,444 cr
₹ 15,500 cr
Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Franklin Templeton Asst Mgmt(IND)Pvt Ltd manages assets worth 68,890 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.
|Fund Name||Scripbox Opinion||Till Date CAGR|
Franklin India Taxshield fund (G) is a Tax Saving Equity fund and has delivered an annualised return of 20.7% 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 2/3/2023 is ₹889.64 with the total AUM as of 2/6/2023 is ₹4907.863. 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 0.2% 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).
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 1.9% for regular plan.