SENSEX NIFTY
You are here : Moneycontrol > Mutual Funds > ELSS > Franklin Templeton Mutual Fund > Franklin India Tax Shield (D)

Franklin India Tax Shield (D) SET SMS ALERT

40.808
0.36 (0.88%)
NAV as on Sep-12-2014
NAV as on Sep-12-2014

Fund Family Franklin Templeton Mutual Fund

Fund Class ELSS

ranking by CRISIL

Average performance in the category

The scheme is ranked 3 in ELSS category by Crisil (for quarter ended Mar 2014) rank unchanged from last quarter. If you are already invested in this scheme, you may consider switching to a better performing scheme.

View Top ranked funds in this category

Benchmark Index:
 
View Historic Graph From     To     

Returns (NAV as on Sep-12-2014)

Period Returns (%) Rank #
1 mth 10.1 34
3 mth 16.5 16
6 mth 38.3 36
1 year 60.9 37
2 year 30.1 18
3 year 23.0 15
5 year 18.5 3

# Moneycontrol Rank within 88 ELSS Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2014 -2.3 17.6 - - -
2013 -11.6 0.9 -2.4 11.9 -1.0
2012 3.4 -1.6 7.1 5.7 16.8
2011 -15.1 -0.2 -5.7 -5.4 -25.6
2010 -5.0 1.1 15.0 -0.5 11.8
2009 -3.9 45.0 13.7 8.1 75.2

View where it stands within its peers

* Returns over 1 year are Annualised

Performance

Fund returns v/s Category average (ELSS)

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns 10.1 16.5 38.3 60.9 30.1 23.0 18.5
Category avg 9.7 13.4 36.4 57.9 15.7 11.3 7.2
Difference of Fund returns and Category returns 0.4 3.1 1.9 3.0 14.4 11.7 11.3
Best of category 17.2 25.8 65.3 110.0 42.2 30.8 22.5
Worst of category 4.9 6.6 11.7 23.3 13.0 8.4 4.4
Benchmark returns # 6.2 6.5 30.7 47.8 24.2 17.9 11.0
Difference of Fund returns and Benchmark returns 3.9 10.0 7.6 13.1 5.9 5.1 7.5
Franklin India Tax Shield (D) Review by Crisil - Rating: 3 (Rank 3 out of 5)
# Benchmark Index: CNX 500

Investment Info

Investment Objective

An open end Equity Linked Savings scheme with an objective to provide medium to long-term growth of capital along with income tax rebate.

Scheme details

Fund Type Open-Ended
Investment Plan Dividend
Launch date Apr 10, 1999
Benchmark CNX 500
Asset Size (Rs cr) 1,133.25 (Jun-30-2014)
Minimum Investment Rs.500
Last Dividend Rs.3.00 (Jan-24-2014) View Dividend History
Bonus N.A.
Fund Manager Anand Radhakrishnan / Anil Prabhudas
View performance of schemes managed by the Fund Manager
Notes N.A

Load Details

Entry Load N.A
Exit Load 0.00%
Load Comments 3 yr lock-in

Contact Details

Regd. Office Indiabulls Finance Centre; Tower 2, 12th and 13th Floor; Senapati Bapat Marg; Elphinstone Road (W) , 400013
Tel. No. 022-67519100
Fax No. 022-66490622/66490627
Email service@templeton.com
Website http://www.franklintempletonindia.com

Peer Comparison

ELSS Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
SBI Magnum Tax Gain - Direct (G) Not Ranked
44.01 13.3 37.5 64.3 -- --
SBI Magnum Tax Gain (G) Rank 3
4,327.68 13.2 37.2 63.5 23.9 14.9
HDFC Tax Saver - Direct (G) Not Ranked
74.77 11.7 48.9 77.0 -- --
HDFC Tax Saver (G) Rank 3
4,036.36 11.6 48.5 76.0 22.7 17.7
Reliance Tax Saver(ELSS)-Direct (G) Not Ranked
25.60 20.2 65.3 110.0 -- --
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Aug 28, 14)

Equity Sector Value
(Rs cr)
Asset %
No Holdings Data Available

Full Portfolio

Sector Allocation (Aug 28, 14)

Sector %

1-Year

HighLow

No Sector Data Available

View All Sectors

Asset Allocation (%)(Aug 28, 14)

Equity 94.40
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 5.59

View All

Sector (%)
Top 3 N.A.

News & Videos

News

Messages & Community

Explore Moneycontrol

Copyright © e-Eighteen.com Ltd. All rights reserved. Reproduction of news articles, photos, videos or any other content in whole or in part in any form or medium without express written permission of moneycontrol.com is prohibited.