Franklin India Taxshield IDCW Reinvest Direct Plan
SIP amount
Temporarily restricted by fund house
Lumpsum amount
Temporarily restricted by fund house

Franklin India Taxshield IDCW Reinvest Direct Plan

NAV
₹66.1507
+0.81%
(16 Mar)
AUM
6,407 Cr
TER
1.08%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is below its 200 days moving average
Asset Under Management (AUM) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+10.8%
+5.5%
+5.2%
+4.9%
+4.9%
+3.7%
3Y
+21.8%
+15.0%
+19.9%
+21.5%
+21.5%
+16.9%
5Y
+16.8%
+12.5%
NA
+17.7%
+17.7%
+14.3%
ALL
+15.6%
+11.6%
+15.9%
+15.1%
+15.1%
+14.8%
VOL
18.1%
-
12.9%
17.2%
17.2%
17.2%
TER
0.7%
-
0.7%
0.9%
0.9%
1.1%
AUM
₹4,175 Cr
-
₹438 Cr
₹32,171 Cr
₹32,171 Cr
₹6,407 Cr
INFO
0.86
-
1.24
0.88
0.88
0.86
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
Franklin Taxshield IDCW Reinvest (DR)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 28th Feb
Top holdings
HDFC Bank Ltd
9.0%
ICICI Bank Ltd
7.1%
Larsen & Toubro Ltd
5.9%
Axis Bank Ltd
5.4%
State Bank of India
5.3%
Call, Cash & Other Assets
4.5%
Infosys Ltd
3.8%
Bharti Airtel Ltd
3.5%
Kotak Mahindra Bank Ltd
3.2%
Reliance Industries Ltd
3.2%
Top industry exposure
Financial Services
34.0%
Industrials
14.6%
Consumer Cyclical
9.2%
Technology
8.2%
Basic Materials
6.8%
Other information
Minimum SIP
Restricted (AMC)
Minimum lumpsum
Restricted (AMC)
Additional lumpsum
Restricted (AMC)
Portfolio turnover
16%
Lock-in period
3Y
Exit load
No exit load
Fund objective
The primary objective for Franklin IndiaTaxshield is to provide medium to long term growth of capital along with income tax rebate.
Fund manager(s)
R. Janakiraman
Rajasa Kakulavarapu

FAQs