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
₹79.8086
-0.17%
(27 Nov)
AUM
6,788 Cr
TER
1.01%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is above 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
+7.9%
+4.5%
+4.4%
+4.4%
+4.4%
-1.1%
3Y
+22.1%
+16.9%
+18.6%
+23.6%
+23.6%
+24.2%
5Y
NA
+18.9%
+21.6%
+24.3%
+24.3%
+23.8%
ALL
+22.7%
+13.3%
+16.3%
+16.3%
+16.3%
+17.1%
VOL
12.8%
-
17.2%
17.3%
17.3%
18.0%
TER
0.7%
-
1.0%
0.9%
0.9%
0.6%
AUM
₹438 Cr
-
₹6,788 Cr
₹31,783 Cr
₹31,783 Cr
₹4,515 Cr
INFO
1.77
-
0.95
0.94
0.94
0.95
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 31st Oct
Top holdings
HDFC Bank Ltd
9.5%
ICICI Bank Ltd
9.0%
Larsen & Toubro Ltd
5.2%
Bharti Airtel Ltd
4.6%
Call, Cash & Other Assets
4.3%
Infosys Ltd
4.2%
Axis Bank Ltd
4.1%
Eternal Ltd
3.5%
HCL Technologies Ltd
3.3%
Reliance Industries Ltd
3.2%
Top industry exposure
Financial Services
30.6%
Industrials
12.5%
Consumer Cyclical
10.9%
Technology
8.7%
Basic Materials
5.9%
Other information
Minimum SIP
Restricted (AMC)
Minimum lumpsum
Restricted (AMC)
Additional lumpsum
Restricted (AMC)
Portfolio turnover
12%
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