Franklin India Taxshield

By Cali Crystal May 19, 2020

Mutual Fund

Franklin India Taxshield

By Rajendra

Apr 15, 2023

image source -Unsplash

Scheme Analysis

Category

ELSS

Inception

Apr 10, 1999

Benchmark

Nifty 500

AUM - 10,028 Cr

Fund Manager

Anand Radhakrishnan

Franklin India TaxShield

Top 5 Holding

ICICI Bank

Larson & Toubro

Axis Bank

Bharti Airtel

8.77

8.74

5.36

5.13

5.03

Total - 33.03

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

Bank

Information Technology

Construction

Top 5 Sector 28.43

10.79

5.40

5.00

4.77

Beverages

Telecom

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

Scheme Performance Exit Load Upto 1 Year - 1.00%

As on 3 Apr. 2023

1 Year

3 Year

5 Year

Period

Returns

1.41%

31.94%

10.31%

SIP Performance Exit Load upto 12 month - 1%

As on 3 Apr. 2023

1 Year

3 Year

5 Year

Period

Value

12,121

45,588

83,420

Returns

1.21%

15.90%

13.12%

Monthly SIP of 1,000