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
₹76.5749
+0.09%
(14 Aug)
AUM
6,706 Cr
TER
1.01%
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
+6.4%
+2.0%
+1.9%
+0.9%
+0.2%
+0.2%
3Y
+22.1%
+25.1%
+19.6%
+16.6%
+24.5%
+24.5%
5Y
+25.5%
+26.6%
+24.8%
+21.0%
+25.6%
+25.6%
ALL
+15.3%
+17.3%
+16.3%
+13.4%
+16.3%
+16.3%
VOL
18.9%
18.2%
17.3%
-
17.4%
17.4%
TER
1.1%
0.6%
1.0%
-
0.9%
0.9%
AUM
₹16,579 Cr
₹4,402 Cr
₹6,706 Cr
-
₹30,271 Cr
₹30,271 Cr
INFO
0.81
0.95
0.94
-
0.93
0.93
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 Jul
Top holdings
ICICI Bank Ltd
10.0%
HDFC Bank Ltd
9.8%
Larsen & Toubro Ltd
4.8%
Call, Cash & Other Assets
4.6%
Bharti Airtel Ltd
4.3%
Infosys Ltd
4.3%
Axis Bank Ltd
3.6%
Eternal Ltd
3.4%
HCL Technologies Ltd
3.2%
Reliance Industries Ltd
3.1%
Top industry exposure
Financial Services
30.7%
Consumer Cyclical
11.9%
Industrials
11.9%
Technology
8.5%
Healthcare
6.9%
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