• Mutual Funds
  • Franklin Templeton Mutual Funds
  • Franklin India Taxshield of Inc Dist cum Cap Wdrl fund (PIDCW-A)

Formerly Franklin India Taxshield DP

Franklin Templeton Mutual Funds

Franklin India Taxshield of Inc Dist cum Cap Wdrl fund (PIDCW-A)

EquityTax Saving

52.6596

NAV (Dec 03)

10.7%
5 Year CAGR
Scripbox Opinion

Not Recommended

Scripbox recommends other funds for investment in tax saving.

Click here to see our recommendations.

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).

Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.

Our analysis of this fundLearn how we rate funds ->

Track Record

22 Years. The fund has an Extended history for analysis and the track record is excellent.

Relative Size

5,114 Cr. Large within the category

Category View

Positive. The category has a positive investment outlook

Consistency Of Performance

Relatively moderate. The historical performance of the fund has been OK

Invest in this fund
Explore a better alternative to this fund with a Scripbox plan.
Tax Saver Plan

Tax Saver Plan

Invest in a scientifically curated set of tax saving funds (ELSS) which are designed to help you save tax under Sec. 80C while offering the opportunity for growth in line with equity returns.

  • graph-icon-gray
    Historical growth rate of 12% per annum
  • graph-icon-gray
    Recommended Duration > 5 years
  • graph-icon-gray
    3 Years
  • graph-icon-gray
    Save Tax

No single fund can achieve what a plan can. Learn why

Historical NAV

52.6596

NAV (Dec 3)

Fund Returns

Last 1Y

30.2%

Last 3Y

10.5%

Last 5Y

10.7%

Last 10Y

13.8%

Since Inception

20.9%

6 Month CAGR

12.8%

info-icon-blue

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

Low

Low to Moderate

Moderate

Moderately High

High

Very High

Very High Risk

Expense Ratio

1.89

Launched (22y ago)

Apr 10, 1999

AUM in Crores

5113.969

ISIN

INF090I01783

Lock-in

3

Benchmark

IISL Nifty 500 TR INR

SIP Minimum

500

Lumpsum Min.

500

Fund Managers
user-avatar

Anand Radhakrishnan

Fund Manager

user-avatar

Lakshmikanth Reddy

Fund Manager

user-avatar

R. Janakiraman

Fund Manager

calculator

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 9,65,796 ₹ 2,33,18411.25%
EPF70% ₹ 9,00,761 ₹ 1,68,1498.50%
Property70% ₹ 8,67,662 ₹ 1,35,0507.00%
PPF70% ₹ 8,69,819 ₹ 1,37,2077.10%
Bank FD70% ₹ 8,46,471 ₹ 1,13,8596.00%
Gold70% ₹ 8,46,471 ₹ 1,13,8596.00%
Savings Bank70% ₹ 8,25,950 ₹ 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.

build-long-item-wealth-img

Tax Saver Plan

Invest in a scientifically curated set of tax saving funds (ELSS) which are designed to help you save tax under Sec. 80C while offering the opportunity for growth in line with equity returns.

  • Inflation beating returns
    Inflation beating returns
  • Save Tax
    Save Tax
  • One click investing  tracking
    One click investing tracking
comparison

Comparison with Equity Funds

Fund NameScripbox OpinionFund SizeTrack Record
SBI Focused Equity Fund (G)

SBI Focused Equity Fund (G)

₹ 21,676 cr

5

₹ 5,381 cr

5

₹ 5,380 cr

5

₹ 4,084 cr

5

₹ 3,456 cr

5

amc-icon

About the AMC

Franklin Templeton Asst Mgmt(IND)Pvt Ltd

Franklin Templeton Asst Mgmt(IND)Pvt Ltd manages assets worth 71,819 crores and was set up on 6 October 1995. It's current offering of mutual fund schemes includes 39 equity,179 debt and 27 hybrid funds.

amc-img

  • tel-amc-about
    022-67519100
  • mail-amc-about
    services@franklintempleton.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    28.3%

    19.9%

    28.3%

    19.9%

    28.3%

    19.9%

    22.1%

    14.4%

    12.6%

    12.6%

    growth

    Tax Saver Plan

    Invest in a scientifically curated set of tax saving funds (ELSS) which are designed to help you save tax under Sec. 80C while offering the opportunity for growth in line with equity returns.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration > 5 years
    • graph-icon-gray
      3 Years
    • graph-icon-gray
      Save Tax
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
    Mirae Asset Tax Saver Fund (Growth)

    Mirae Asset Tax Saver Fund (Growth)

    Equity

    Tax Saving

    Canara Robeco Equity Taxsaver fund (Growth)

    Canara Robeco Equity Taxsaver fund (Growth)

    Equity

    Tax Saving

    How does Scripbox rate funds?

    Proprietary 4-step system to rate mutual funds

    We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.

    What Scripbox recommendations mean?
    Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Sub-asset Class View

    Sub-asset Class View

    We check if the sub-category of the fund is recommended by us.

    Fund Performance

    Fund Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Impact of Interest Rates

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Attractiveness

    Credit Attractiveness

    We check the credit quality of the underlying instruments present in the fund. Higher the better.

    Equity Funds

    Debt Funds

    How to invest in best mutual funds?

    Investing through Scripbox is made easy and paperless. All you need to do is follow the below steps and start investing.

    grow money
    01

    Choose a plan

    Choose a plan to invest to start investing

    02

    Create an Account

    Create an account with Scripbox through a paperless process, to invest in this fund.

    03

    Invest online & transfer

    Invest via netbanking, UPI or through an SIP (eNACH mandate).

    04

    Track your investments

    Track, invest more and withdraw your investments through the Scripbox dashboard

    TRUST

    1. 4100+Crores
    2. 2500+Cities
    3. 7200+Customers are millionaires
    We thrive on trust.

    We match your objectives to the right portfolio. World-class wealth management using science, data and technology, leveraged by our experience, and human touch. Get started with your wealth creation without worry.

    testimonial image
    Investing has helped me dream bigger for my life
    Dr. Shraddha BahirwaniSr. Dental Consultant

    About Franklin India Taxshield of Inc Dist cum Cap Wdrl fund (PIDCW-A)

    About Franklin India Taxshield of Inc Dist cum Cap Wdrl fund (PIDCW-A)

    Franklin India Taxshield of Inc Dist cum Cap Wdrl fund (PIDCW-A) is a Tax Saving Equity fund and has delivered an annualised return of 20.9% over a period of 22 years. The fund was previously known as Franklin India Taxshield DP . The fund is managed by Franklin Templeton Asst Mgmt(IND)Pvt Ltd. The fund managers are Anand Radhakrishnan, Lakshmikanth Reddy, R. Janakiraman

    Franklin India Taxshield of Inc Dist cum Cap Wdrl fund (PIDCW-A) Investment Objective

    The primary objective for Franklin IndiaTaxshield is to provide medium to long term growth of capital along with income tax rebate . However, there is no assurance that the objective of the scheme will be realized.

    Franklin India Taxshield of Inc Dist cum Cap Wdrl fund (PIDCW-A) NAV,AUM,Risk

    The Franklin India Taxshield of Inc Dist cum Cap Wdrl fund (PIDCW-A) fund was launched on Apr 10, 1999. The NAV (Net Asset Value) of this Tax Saving Equity fund as of 2021-12-03 is ₹52.66. The total AUM (Asset Under Management) of the fund as of 06/12/2021 is ₹5113.969. The category risk of the Franklin India Taxshield of Inc Dist cum Cap Wdrl fund (PIDCW-A) fund is Very High Risk. The fund charges 1.89 % as expense ratio.

    Franklin India Taxshield of Inc Dist cum Cap Wdrl fund (PIDCW-A) Holdings

    The fund’s highest allocation is towards Equity and has invested 95.1% in this asset class. The top three holdings of the fund are , infosys ltd , axis bank ltd , hdfc bank ltd , icici bank ltd , call,cash & other assets , tata power co ltd , larsen & toubro ltd , bharti airtel ltd , united breweries ltd , grasim industries ltd , kotak mahindra bank ltd , power grid corp of india ltd , hindustan unilever ltd , city union bank ltd , state bank of india , united spirits ltd , bharat electronics ltd , indian hotels co ltd , hindustan petroleum corp ltd , tech mahindra ltd , indian oil corp ltd , dabur india ltd , cholamandalam financial holdings ltd , mahindra & mahindra ltd , mahindra cie automotive ltd , gujarat state petronet ltd , hcl technologies ltd , bajaj auto ltd , dr reddy's laboratories ltd , indusind bank ltd , balkrishna industries ltd , housing development finance corp ltd , pnb housing finance ltd , tata motors ltd , ntpc ltd , tata motors ltd class a , petronet lng ltd , hindalco industries ltd , tata consultancy services ltd , lupin ltd , gail (india) ltd , finolex cables ltd , lemon tree hotels ltd , century textiles & industries ltd , prestige estates projects ltd , kansai nerolac paints ltd , cadila healthcare ltd , himatsingka seide ltd , the federal bank ltd , multi commodity exchange of india ltd , equitas holding ltd , bharti airtel ltd (partly paid rs.1.25) , cyient ltd

    Franklin India Taxshield of Inc Dist cum Cap Wdrl fund (PIDCW-A) Sip

    The minimum SIP (Systematic Investment Plan) amount for this 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.

    Franklin India Taxshield of Inc Dist cum Cap Wdrl fund (PIDCW-A) Investment volatility and Horizon

    This fund 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 of Inc Dist cum Cap Wdrl fund (PIDCW-A) Review

    Franklin India Taxshield of Inc Dist cum Cap Wdrl fund (PIDCW-A) has a score of 1 on a scale of 5. The fund scores 5 out of 5 based on historical performance. As compared to the other funds in its category, Franklin India Taxshield of Inc Dist cum Cap Wdrl fund (PIDCW-A) has a score of 4 out of 5 Scipbox has rated this fund 1 out of 5 based on consistency of performance over various years / tenures.

    Get started with investing today

    Invest in the best mutual funds recommended by Scripbox that are algorithmically selected that best suit your needs.