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Franklin India Taxshield-Growth

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Category: Equity: ELSS
Launch Date: 05-04-1999
Asset Class: Equity
Benchmark: NIFTY 500 TRI
Expense Ratio: 1.85% As on (31-10-2023)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 5,224.24 Cr As on (31-10-2023)
Turn over: 13.3
NAV as on 24-11-2023

1085.308

0.45 (0.0416%)

CAGR Since Inception

20.95%

NIFTY 500 TRI 12.16%

PERFORMANCE of Franklin India Taxshield-Growth

Scheme Performance (%) Data as on - 24-11-2023

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Franklin India Taxshield-Growth 17.18 21.97 15.43 16.17 20.95
NIFTY 500 TRI 13.54 19.28 15.98 15.6 12.16
Equity: ELSS 15.44 19.18 15.38 16.16 14.61

Yearly Performance (%)

Nav Movement

Fund Managers

Anand Radhakrishnan, R Janakiraman

Investment Objective

The scheme seeks medium to long term growth of capital, with income tax rebate. The scheme invests in equities and there is an exposure to PSU Bonds and debentures and Money Market instruments.

RETURNS CALCULATOR for Franklin India Taxshield-Growth

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

Key Performance and Risk Statistics of Franklin India Taxshield-Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Franklin India Taxshield-Growth 15.18 1.32 3.65 0.99 - -
Equity: ELSS - - - - - -

PEER COMPARISION of Franklin India Taxshield-Growth

Compare SIP Compare Lumpsum
Period
Data as on - 24-11-2023
Scheme Name Launch
Date		 1-Year
Ret (%)		 2-Yrs
Ret (%)		 3-Yrs
Ret (%)		 5-Yrs
Ret (%)		 10-Yrs
Ret (%)
Franklin India Taxshield-Growth 05-04-1999 17.18 11.23 21.97 15.43 16.17
SBI Long Term Equity Fund - Regular Plan- Growth 31-03-1993 25.55 15.49 24.32 17.58 16.25
Motilal Oswal ELSS Tax Saver Fund - Regular Plan - Growth Option 05-01-2015 24.48 12.45 21.89 16.48 0.0
ITI ELSS Tax Saver Fund - Regular Plan - Growth Option 18-10-2019 23.56 11.11 17.38 0.0 0.0
BANK OF INDIA Tax Advantage Fund-Regular Plan- Growth 25-02-2009 20.49 10.9 22.07 21.1 17.75
JM ELSS Tax Saver Fund (Regular) - Growth option 31-03-2008 20.41 10.32 19.9 17.81 17.87
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth 14-10-2022 19.02 0.0 0.0 0.0 0.0
HDFC ELSS Tax saver - Growth Plan 05-03-1996 18.51 15.51 24.84 15.31 15.24
Invesco India ELSS Tax Saver Fund - Growth 29-12-2006 17.85 6.16 16.81 14.77 16.77
Taurus ELSS Tax Saver Fund - Regular Plan - Growth 31-03-1996 17.73 12.21 17.31 13.95 14.61

PORTFOLIO ANALYSIS of Franklin India Taxshield-Growth

Asset Allocation (%)