By Cali Crystal             May 19, 2020

Mutual Fund

franklin india taxshield

By Rajendra

Sep 19, 2022

image source -Unsplash

Scheme Analysis

Thick Brush Stroke

Franklin India Taxshield

Category 

ELSS

Inception

Apr 10, 1999

Benchmark

Nifty 500

Scribbled Arrow

AUM  - 4,862 Cr

Fund Manager

Anand Radhakrishnan

Aims to provide long term capital appreciation by seeking to maintain a diversified portfolio of companies across different sizes and sectors

It offers investors a tax deduction for an investment of upto Rs 1.5 lac which is allowed under Sec 80 C

Top 5 Holding

ICICI Bank

HDFC Bank

Axis Bank

Infosys

L&T

8.58

7.95

6.18

6.14

5.06

Total  -  33.91

Bank

IT

Cement

Thick Brush Stroke

Top 5 Sector -54.35%

28.98

10.33

5.11

5.06

4.87

Beverage

Construction

Thick Brush Stroke

SIP Performance

Exit Load

upto 1 year - 1%

Scribbled Arrow

As on 30 Aug. 2022

1 Year

3 Year

5 Year

Period

Value

12,522

50,174

88,532

Returns

8.21%

22.85%

15.57%

Monthly SIP of 1,000

Thick Brush Stroke

Scheme Performance

Exit Load

upto 1 year - 1%

Scribbled Arrow

As on 30 Aug. 2022

1 Year

3 Year

5 Year

Period

Returns

7.59%

18.43%

10.87%