Franklin India Taxshield-Growth

Category: Equity: ELSS
Launch Date: 05-04-1999
Asset Class: Equity
Benchmark: Nifty 500 TRI
Expense Ratio: 2.04% As on ( 28-02-2019)
Status: Open Ended Schemes(Equity Scheme - ELSS) for subscription
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 3,665.56 Cr As on ( 28-02-2019)
Turn over: 21.8
NAV as on 18-04-2019

574.0005

-4.07 ( -0.7085% )

CAGR Since Inception

22.4%

Nifty 500 TRI 16.78%

PERFORMANCE of Franklin India Taxshield-Growth

Scheme Performance (%) Data as on - 18-04-2019

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Franklin India Taxshield-Growth 4.54 10.71 15.59 18.09 22.4
NIFTY 500 TRI 5.84 15.07 14.21 15.37 16.78
Equity: ELSS 0.94 13.05 14.99 16.54 13.07

Yearly Performance (%)

Fund Managers

Mr. R Janakiraman, Mr. Lakshmikanth Reddy

Mr. Janakiraman is a B.E and PGDM (Business Management). Prior to joining Franklin Templeton Investments, he has worked with Indian Syntans Inv. Pvt. Ltd., Citicorp Information Tech Ltd. and UTI Securities Exchange Ltd.

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.

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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 12.53 0.55 -2.04 0.85 - -
Equity: ELSS - - - - - -

PEER COMPARISION of Franklin India Taxshield-Growth

Period
Data as on - 18-04-2019
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 4.54 8.15 10.71 15.59 18.09
Mirae Asset Tax Saver Fund-Regular Plan-Growth 05-12-2015 9.07 14.51 21.06 0.0 0.0
Canara Robeco Equity Taxsaver Fund - Regular Plan - Growth 31-03-1993 8.5 12.39 13.86 14.43 18.11
Kotak Tax Saver-Scheme-Growth 23-11-2005 8.16 8.11 14.36 17.07 16.02
ICICI Prudential Long Term Equity Fund (Tax Saving) - Growth 19-08-1999 7.27 8.9 13.21 14.88 19.65
HDFC Long Term Advantage Fund - Growth Option 02-01-2001 6.86 10.8 15.91 14.94 18.41
Quantum Tax Saving Fund - Regular Plan Growth Option 01-04-2017 6.68 8.29 0.0 0.0 0.0
Essel Long Term Advantage Fund- Regular Plan- Growth Option 30-12-2015 5.43 7.7 13.02 0.0 0.0
DSP Tax Saver Fund - Regular Plan - Growth 05-01-2007 4.75 8.56 14.5 17.4 18.65
Axis Long Term Equity Fund - Growth 29-12-2009 3.78 13.06 13.98 18.25 0.0

PORTFOLIO ANALYSIS of Franklin India Taxshield-Growth

Asset Allocation (%)

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