Franklin India Taxshield Direct Growth
Franklin India Taxshield Direct Growth

Franklin India Taxshield Direct Growth

Equity
Direct
Very High Risk
Elss (Tax Savings)

NAV: ₹ 979.45 as on 14-10-2021

Fund Overview

Expense ratio
Expense ratio
1.03%
Benchmark
Benchmark
S&P BSE 200 India TR INR
AUM
AUM
₹5021 Cr
Inception Date
Inception Date
1 January, 2013
Min Lumpsum/SIP
Min Lumpsum/SIP
₹500/₹500
Exit Load
Exit Load
0%
Lock In
Lock In
3 Years
TurnOver
TurnOver
20.56%

Fund Distribution

  • Equity 98.4%
  • Debt & Cash 1.6%
Size breakup
Large cap
85.15%
Mid cap
13.15%
Small cap
1.7%
Sector Allocation
Financial Services
34.6%
Tech
12%
Utilities
10.7%
Cyclical
9.8%
Defensive
8.3%
Industrial
7%
Basic Materials
6%
Energy
4.5%
Communication
3.2%
Health
3%
Real Estate
0.8%

Top Holdings

  • All
  • Equity
  • Debt & Cash
Total Holdings55
Equity Holdings54
Debt Holdings1

Fund Highlights

Fund Manager
Fund Manager

Fund Manager

R. Janakiraman,Lakshmikanth Reddy
About the fund

About the fund

This fund has delivered an average annual returns of 17.22% since inception which is more than its category average return of 16.32%
Fund Allocations

Fund Allocations

This fund has an allocation of 98.4% in Equity, 0% in Debt and 1.6% in Cash related instruments
AUM size ₹5021 Cr

AUM size ₹5021 Cr

This fund has AUM of ₹5021 Cr which is more than its category average of ₹ 2884 Cr
Expense Ratio 1.03%

Expense Ratio 1.03%

This fund has an expense ratio of 1.03% which is less than its category average expense ratio of 1.57%

AMC details

Fund House
Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Email
service@templeton.com
Phone
+912267519100
Address
Franklin Templeton Asset Management (India) Private Limited,Indiabulls Finance Centre; Tower 2, 12th and 13th Floor,Senapati Bapat Marg;,Elphinstone Road (W)
We are a SEBI registered investement advisor