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franklin india taxshield growth
Franklin India Taxshield Growth

Franklin India Taxshield Growth

  • Very High Risk
  • Equity
  • ELSS (Tax Savings)
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NAV as on Jul 18, 2025
i
Price per unit of the scheme.
₹ 1,478.5642-0.74%1 Day Change
0.49%
Minimum Investment₹500
Expense Ratio1.83%

FUND RATING

A holistic measure of the rank of a fund relative to its peers. Top funds receive a score of 5.
3
Scheme Rating
*Morningstar Rating Methodologyi
i

RISK-O-METER

Level of risk associated with a mutual fund to help investors make informed investment decisions
 

bt_logoFUND PERFORMANCE

As On Jul 18, 2025
Compare fund’s performance against category average across different time periods
1M3M6M1Y3Y5Y
43Out of 44 funds in the category
Category Avg Return
1.65%
Fund Return 0.49%
Low0.49%High
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
For calculating Category Return & Scheme Ranking, only Growth & Direct schemes are considered.

bt_logoFUND COMPARISON

1M3M6M1Y3Y5Y
This Fund
Franklin India Taxshield Growth
VS
Equity: ELSS (Tax Savings) Average NAV
    Topper in Equity: ELSS (Tax Savings)
    HSBC Tax Saver Equity Fund Direct Growth
    All Fund


    No Data Found.
    *For the other fund, rescaled NAVs are used
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    bt_logoRETURN CALCULATOR

    Check the return on your investment in the fund
    Franklin India Taxshield Growth
    Investment Type
    Monthly Investment
    Time Period (yrs)
    Annual Return in %
    • Invested Amount
      ₹0
    • Return
      ₹0
    • Current Value
      ₹0

    bt_logoFUND SUMMARY

    Benchmark
    IISL Nifty 500 TR INR
    Expense Ratio
    1.83%
    Category Avg Expense Ratio
    0.86%
    Minimum Investment (Lumpsum/SIP)
    ₹ 500 /₹ 1000
    Lock In (Years)
    3
    Fund Size
    ₹ 6,718.66 Cr(As on May, 2025)
    Inception Date
    Apr 10, 1999
    Turnover
    13.91 %
    Exit Load
    Nil

    bt_logoABOUT THE FUND

    Objective: The primary objective for Franklin IndiaTaxshield is to provide medium to long term growth of capital along with income tax rebate.

    Franklin India Taxshield Growth is an Equity - ELSS (Tax Savings) fund. The fund was launched inApr 10, 1999. Its risk level is . The NAV of the fund as onJul 18, 2025 is ₹1,478.56. Its expense ratio is 1.83 %. The fund has an AUM of ₹6,718.66 Cr.The fund is managed byAnand Radhakrishnan,R. Janakiraman,Rajasa Kakulavarapu.
    The minimum initial investment is  ₹500 in Lumpsum mode.

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    bt_logoFUND MANAGER

    Anand Radhakrishnan
    Anand Radhakrishnan
    i
    Lead Fund Manager.
    Oct 18, 2021 - Present
    • Fund Manager Rank3Out of 39
      i
      Rank measured on the basis of consistent alpha the fund manager delivered in the same category over a period of three years (factors only Direct plan, Growth option)
    • Schemes managed11
    • Total AUM₹ 43,140.08 Cr
    • Highest Return In 1 Yr8.10 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    Franklin India Flexi Cap Fund Direct Growth
    ₹ 1,824.27
    0.59%
    1.86%
    Very High Risk
    ₹18,679.30Cr
    Franklin India Equity Hybrid Fund Direct Growth
    ₹ 309.99
    0.68%
    1.34%
    Very High Risk
    ₹2,187.18Cr
    Franklin India Taxshield Direct Growth
    ₹ 1,648.48
    0.55%
    1.75%
    Very High Risk
    ₹6,718.66Cr
    Franklin India Flexi Cap Fund Direct Growth
    Very High Risk
    • NAV₹ 1,824.27
    • Fund Size₹18,679.30Cr
    Fund Return0.59%
    Category Return1.86%
    Franklin India Equity Hybrid Fund Direct Growth
    Very High Risk
    • NAV₹ 309.99
    • Fund Size₹2,187.18Cr
    Fund Return0.68%
    Category Return1.34%
    Franklin India Taxshield Direct Growth
    Very High Risk
    • NAV₹ 1,648.48
    • Fund Size₹6,718.66Cr
    Fund Return0.55%
    Category Return1.75%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    R. Janakiraman
    R. Janakiraman
    i
    Lead Fund Manager.
    May 2, 2016 - Present
    • Schemes managed8
    • Total AUM₹ 71,137.50 Cr
    • Highest Return In 1 Yr6.19 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    Franklin India Flexi Cap Fund Direct Growth
    ₹ 1,824.27
    0.59%
    1.86%
    Very High Risk
    ₹18,679.30Cr
    Franklin India Opportunities Fund - Direct - Growth
    ₹ 279.59
    2.75%
    -%
    Very High Risk
    ₹6,863.66Cr
    Franklin India Smaller Companies Fund Direct Growth
    ₹ 201.23
    3.19%
    4.13%
    Very High Risk
    ₹13,544.68Cr
    Franklin India Flexi Cap Fund Direct Growth
    Very High Risk
    • NAV₹ 1,824.27
    • Fund Size₹18,679.30Cr
    Fund Return0.59%
    Category Return1.86%
    Franklin India Opportunities Fund - Direct - Growth
    Very High Risk
    • NAV₹ 279.59
    • Fund Size₹6,863.66Cr
    Fund Return2.75%
    Category Return--
    Franklin India Smaller Companies Fund Direct Growth
    Very High Risk
    • NAV₹ 201.23
    • Fund Size₹13,544.68Cr
    Fund Return3.19%
    Category Return4.13%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Rajasa Kakulavarapu
    Rajasa Kakulavarapu
    i
    Lead Fund Manager.
    Dec 1, 2023 - Present
    • Schemes managed12
    • Total AUM₹ 37,640.97 Cr
    • Highest Return In 1 Yr13.03 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    Franklin India Equity Hybrid Fund Direct Growth
    ₹ 309.99
    0.68%
    1.34%
    Very High Risk
    ₹2,187.18Cr
    Franklin India Equity Savings Fund Direct Growth
    ₹ 17.87
    0.50%
    0.78%
    Moderately High risk
    ₹677.63Cr
    Franklin India Debt Hybrid Fund Direct Growth
    ₹ 100.20
    0.65%
    0.63%
    Moderately High risk
    ₹203.91Cr
    Franklin India Equity Hybrid Fund Direct Growth
    Very High Risk
    • NAV₹ 309.99
    • Fund Size₹2,187.18Cr
    Fund Return0.68%
    Category Return1.34%
    Franklin India Equity Savings Fund Direct Growth
    Moderately High risk
    • NAV₹ 17.87
    • Fund Size₹677.63Cr
    Fund Return0.50%
    Category Return0.78%
    Franklin India Debt Hybrid Fund Direct Growth
    Moderately High risk
    • NAV₹ 100.20
    • Fund Size₹203.91Cr
    Fund Return0.65%
    Category Return0.63%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoDETAILED PORTFOLIO

    As on Jun, 2025
    EQUITY (95.14%)
    DEBT (-%)
    CASH (4.86%)
    Allocation by Market Cap
    Large Cap(73.82%)
    Mid Cap(12.32%)
    Small Cap(8.75%)
    Industry Holdings
    • Banks Regional28.80%
    • Information Technology Services8.56%
    • Telecom Services5.31%
    • Engineering Construction4.95%
    • Drug Manufacturers Specialty Generic4.54%
    • Auto Manufacturers4.42%
    Stock Holdings
    • ICICI Bank Ltd9.55%
    • HDFC Bank Ltd9.48%
    • Larsen & Toubro Ltd4.71%
    • Infosys Ltd4.47%
    • Bharti Airtel Ltd4.43%
    • Axis Bank Ltd3.93%

    bt_logoPERFORMANCE MEASURES

    Fund evaluation across critical parameters for better decision making. Study period is 3 years.
    • Consistency
      i
      It represents the consistency of a fund in beating its benchmark.
      ----
    • Downside Risk
      i
      Measured by Maximum Drawdown which shows the maximum loss from a peak to a nadir over a specified time period
      ----
    • Risk Adjusted Return
      i
      Risk adjusted return represents the return generated after factoring the risk taken to achieve it.
      ----
    • Volatility
      i
      Volatility represents the standard deviation of fund returns that is, how much the fund returns have deviated from the average.
      ----
    • Upside Capture Ratio
      i
      Fund performance relative to the index when the market is up. An upside capture ratio of >100 indicates better fund performance.
      ----
    • Downside Capture Ratio
      i
      Fund performance relative to the index when the market is down. A downside capture ratio of <100 indicates better fund performance.
      ----

    bt_logoHISTORICAL RISK MEASURES

    Statistical measures to evaluate mutual fund risk. All ratios are calculated for a three-year time duration.
    • Alpha: Excess return of the fund over benchmark
      i
      Any Alpha above zero is considered good. However, for comparison, a fund with a higher Alpha is considered better. Alpha is normally used in conjunction with Beta. If the Beta is high, it implies that the fund manager took a high risk to generate Alpha.
      4.20
      This Fund
      VS
      2.27
      Category Avg
    • R-Squared: How well the fund tracks benchmark
      i
      R-Squared measures the correlation of fund returns and its benchmark returns. It varies between 0 and 1. The metric, Beta makes no sense if R-Squared is equal to zero. Thus, both Beta and R-Squared should be used in conjunction. A fund with a high R-Squared and low Beta is considered a less risky fund.
      94.19
      This Fund
      VS
      86.94
      Category Avg
    • Beta: Risk of the fund in relation to benchmark
      i
      Beta >1 indicates that the fund is more volatile than its benchmark while Beta < 1 indicates that the fund is less volatile than its benchmark. The Beta of the benchmark is equal to 1.
      0.93
      This Fund
      VS
      0.93
      Category Avg
    • Sharpe Ratio: Risk adjusted return of the fund
      i
      Sharpe Ratio is a measure of return per unit of risk. A higher Sharpe ratio indicates better risk adjusted return given by the fund.
      1.27
      This Fund
      VS
      1.08
      Category Avg
    • Sortino Ratio: Return per unit of bad risk
      i
      A variation of Sharpe ratio, Sortino considers only the downside risk. Unlike Sharpe ratio which considers both good risk and bad risk, Sortino factors only the bad risk. A high Sortino ratio indicates better return for each unit of downside risk.
      2.24
      This Fund
      VS
      1.89
      Category Avg
    • Standard Devation: Volatility of the fund
      i
      Standard deviation is a measure of dispersion of fund returns from its average return. A fund with a higher Standard deviation is more volatile than a fund with a low standard deviation.
      13.19
      This Fund
      VS
      13.75
      Category Avg
    Benchmark used in calculation : S&P BSE 500 India TR INR

    bt_logoPEER ANALYSIS

    1M
    3M
    6M
    1Y
    3Y
    5Y
    • card
    • table
    Fund NameMorningstar RatingNAV Fund Return Category ReturnRisk Fund Size
    NJ ELSS Tax Saver Scheme Regular GrowthNJ ELSS Tax Saver Scheme Regular Growth
    --
    ₹ 15.08
    5.45%
    1.75%
    Very High Risk
    ₹ 270.86 Cr
    Quant Tax Plan GrowthQuant Tax Plan Growth
    ₹ 366.73
    2.65%
    1.75%
    Very High Risk
    ₹ 11,329.06 Cr
    Union Tax saver (ELSS) Fund GrowthUnion Tax saver (ELSS) Fund Growth
    ₹ 65.15
    2.65%
    1.75%
    Very High Risk
    ₹ 904.12 Cr
    ITI Long Term Equity Fund Regular GrowthITI Long Term Equity Fund Regular Growth
    ₹ 24.84
    2.63%
    1.75%
    Very High Risk
    ₹ 418.87 Cr
    HSBC Tax Saver Equity Fund GrowthHSBC Tax Saver Equity Fund Growth
    ₹ 96.12
    2.53%
    1.75%
    Very High Risk
    ₹ 244.42 Cr
    Groww ELSS Tax Saver GrowthGroww ELSS Tax Saver Growth
    ₹ 20.13
    2.49%
    1.75%
    Very High Risk
    ₹ 50.73 Cr
    NJ ELSS Tax Saver Scheme Regular Growth
    Very High Risk--
    • NAV₹ 15.08
    • Fund Size₹ 270.86 Cr
    Fund Return5.45%
    Category Return1.75%
    Quant Tax Plan Growth
    Very High Risk
    • NAV₹ 366.73
    • Fund Size₹ 11,329.06 Cr
    Fund Return2.65%
    Category Return1.75%
    Union Tax saver (ELSS) Fund Growth
    Very High Risk
    • NAV₹ 65.15
    • Fund Size₹ 904.12 Cr
    Fund Return2.65%
    Category Return1.75%
    ITI Long Term Equity Fund Regular Growth
    Very High Risk
    • NAV₹ 24.84
    • Fund Size₹ 418.87 Cr
    Fund Return2.63%
    Category Return1.75%
    HSBC Tax Saver Equity Fund Growth
    Very High Risk
    • NAV₹ 96.12
    • Fund Size₹ 244.42 Cr
    Fund Return2.53%
    Category Return1.75%
    Groww ELSS Tax Saver Growth
    Very High Risk
    • NAV₹ 20.13
    • Fund Size₹ 50.73 Cr
    Fund Return2.49%
    Category Return1.75%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoTOP FUNDS FROM THIS AMC

    1M
    3M
    6M
    1Y
    3Y
    5Y
    • card
    • table
    Fund NameMorningstar RatingNAV Fund Return Category Return Risk Fund Size (Cr)
    Franklin India Income Opportunities Fund Segregated Portfolio 2 Direct GrowthFranklin India Income Opportunities Fund Segregated Portfolio 2 Direct Growth
    --
    ₹ 2.04
    259.06%
    --
    Moderate Risk
    ₹ 45.54 Cr
    Franklin India Short Term Income Plan Segregated Portfolio 2 Retail Plan Direct GrowthFranklin India Short Term Income Plan Segregated Portfolio 2 Retail Plan Direct Growth
    --
    ₹ 371.80
    259.05%
    --
    Moderate Risk
    ₹ 164.26 Cr
    Franklin India Credit Risk Fund Segregated Portfolio 2 Direct GrowthFranklin India Credit Risk Fund Segregated Portfolio 2 Direct Growth
    --
    ₹ 2.17
    259.05%
    --
    Very High Risk
    ₹ 105.84 Cr
    Franklin India Dynamic Accrual Fund Segregated Portfolio 2 Direct GrowthFranklin India Dynamic Accrual Fund Segregated Portfolio 2 Direct Growth
    --
    ₹ 3.21
    258.95%
    --
    Low Risk
    ₹ 29.52 Cr
    Franklin India Low Duration Fund Segregated Portfolio 2 Direct GrowthFranklin India Low Duration Fund Segregated Portfolio 2 Direct Growth
    --
    ₹ 1.39
    258.80%
    --
    Moderate Risk
    ₹ 47.42 Cr
    Franklin India Short Term Income Plan Direct Plan GrowthFranklin India Short Term Income Plan Direct Plan Growth
    ₹ 15,097.54
    192.10%
    --
    Moderate Risk
    ₹ 12.51 Cr
    Franklin India Income Opportunities Fund Segregated Portfolio 2 Direct Growth
    Moderate Risk--
    • NAV₹ 2.04
    • Fund Size₹ 45.54 Cr
    1 Month Return259.06%
    Category Return--
    Franklin India Short Term Income Plan Segregated Portfolio 2 Retail Plan Direct Growth
    Moderate Risk--
    • NAV₹ 371.80
    • Fund Size₹ 164.26 Cr
    1 Month Return259.05%
    Category Return--
    Franklin India Credit Risk Fund Segregated Portfolio 2 Direct Growth
    Very High Risk--
    • NAV₹ 2.17
    • Fund Size₹ 105.84 Cr
    1 Month Return259.05%
    Category Return--
    Franklin India Dynamic Accrual Fund Segregated Portfolio 2 Direct Growth
    Low Risk--
    • NAV₹ 3.21
    • Fund Size₹ 29.52 Cr
    1 Month Return258.95%
    Category Return--
    Franklin India Low Duration Fund Segregated Portfolio 2 Direct Growth
    Moderate Risk--
    • NAV₹ 1.39
    • Fund Size₹ 47.42 Cr
    1 Month Return258.80%
    Category Return--
    Franklin India Short Term Income Plan Direct Plan Growth
    Moderate Risk
    • NAV₹ 15,097.54
    • Fund Size₹ 12.51 Cr
    1 Month Return192.10%
    Category Return--
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoABOUT THE AMC

    company icon
    Franklin Templeton Asst Mgmt(IND)Pvt Ltd
    Franklin Templeton Asst Mgmt(IND)Pvt Ltd manages assets worth ₹ 1,12,860.65 crores. It’s current offering of mutual fund schemes includes 16 equity, 19 debt and 7 hybrid schemes.
    phone icon
    Phone
    +91 22 - 67519100
    mail icon
    Email
    services@franklintempleton.com
    aum
    AUM
    ₹ 1,12,860.65 Cr (
    As on May 31, 2025
    )
    location
    Address
    Senapati Bapat Marg, Elphinstone Road (West), Mumbai Mumbai,400 013

    bt_logoFAQ's

    What is the category of Franklin India Taxshield Growth ?
    The category of Franklin India Taxshield Growth is Equity - ELSS (Tax Savings)
    What is the current NAV of Franklin India Taxshield Growth ?
    The current NAV of Franklin India Taxshield Growth as on Jul 18, 2025 is ₹1,478.56
    How safe is Franklin India Taxshield Growth ?
    The risk level of Franklin India Taxshield Growth is Very High.
    What are short term returns given by Franklin India Taxshield Growth ?
    The return given by Franklin India Taxshield Growth in 1 month is 0.49%, 3 months is 5.44%, 6 months is 5.97%, and 1 year is 1.45%
    What are the long term returns given by Franklin India Taxshield Growth ?
    The return given by Franklin India Taxshield Growth in 3 years is 22.07% and 5 years is 24.99%.
    What is the expense ratio of Franklin India Taxshield Growth ?
    The expense ratio of Franklin India Taxshield Growth is 1.83%
    What is the AUM of Franklin India Taxshield Growth ?
    The assets under Management (AUM) of Franklin India Taxshield Growth is Rs 6,718.66 crores.
    What is the minimum investment in Franklin India Taxshield Growth ?
    The minimum Lumpsum investment in Franklin India Taxshield Growth is ₹500.00 and the minimum SIP investment in Franklin India Taxshield Growth is ₹1,000.00
    What is the asset allocation of Franklin India Taxshield Growth?
    Franklin India Taxshield Growth has an exposure of 95.14% in Equity and 4.86% in Cash & Money Market Securities

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