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Yogi Zone

Useful articles for your finance management by our team of experts

Mutual Fund Review –Franklin India Taxshield

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Fund Name: Franklin India Taxshield (G)

CRISIL Rank: 3

Category: ELSS

Expense Ratio: 2.47%

Risk Level: Low

Benchmark: CNX 500

Objective: Is an open end equity linked savings scheme with an objective to provide medium to long term growth of capital along with income tax rebate.

Returns (Annualized)

1-Year3-Year5-Year
1.7%7.59%21.46%

Our Review

Franklin India Taxshield (G) fund has made its inception in the year 1999. Since inception, it has given returns of 24.16% annualized. It has managed to beat the benchmark index comprehensively in the 1, 3 5 and 10 year returns category.

Top 5 holdings of the fund include Infosys, Bharti Airtel, ICICI bank, Reliance Industries and HDFC bank. It invests about 62% of the amount into large caps, 29% into mid caps and rest in small caps. The fund has been delivering good returns on a consistent basis.

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