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Franklin India Tax Shield - Direct Plan (G)

PLAN: Direct OPTIONS: Growth
441.144 0.83 (0.19%)

NAV as on 05 Mar, 2015

CRISIL MF RANK

Not Ranked

Scheme Risk Grade

  HIGH RISK

HIGH RISK

  • For investors looking at long term capital growth investments.
  • Ideal for people who wish to benefit from potentially higher returns and have the risk appetite for the same.
FUND FAMILY : Franklin Templeton Mutual Fund FUND CLASS : ELSS
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ranking by CRISIL

Not Ranked

This scheme is not ranked by CRISIL (for quarter ended Mar 2014) since it does not fulfill certain eligibility criteria of CRISIL

View Top ranked funds in other categories

Benchmark Index:
 
View Historic Graph From     To     

Returns (NAV as on 05 Mar, 2015)

Period Returns (%) Rank #
1 mth 4.5 54
3 mth 9.3 39
6 mth 19.7 25
1 year 67.0 22
2 year 36.8 17
3 year - -
5 year - -

# Moneycontrol Rank within 94 ELSS Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2014 8.5 17.8 10.9 11.3 -
2013 -5.6 1.0 -2.2 12.0 6.2

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 4.5 9.3 19.7 67.0 36.8 -- --
Category avg 4.8 8.1 15.0 55.5 31.0 22.1 12.8
Difference of Fund returns and Category returns -0.3 1.2 4.7 11.5 5.8 -- --
Best of category 8.2 14.3 29.9 98.1 51.8 38.0 25.4
Worst of category -1.5 0.5 2.2 18.8 17.1 14.9 6.1
Benchmark returns # 3.2 5.3 12.3 49.0 26.8 20.3 11.3
Difference of Fund returns and Benchmark returns 1.3 4.0 7.4 18.0 10.0 -- --
# Benchmark Index: CNX 500

Investment Info

Investment Objective

Scheme details

Fund Type Open-Ended
Investment Plan Growth
Launch date Jan 01, 2013
Benchmark CNX 500
Asset Size (Rs cr) 40.19 (Dec-31-2014)
Minimum Investment Rs.500
Last Dividend N.A. 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 (G) Rank 3
4,936.06 10.2 14.9 58.8 27.6 15.6
SBI Magnum Tax Gain - Direct (G) Not Ranked
66.47 10.4 15.2 59.6 -- --
HDFC Tax Saver (G) Rank 4
4,794.48 2.9 9.1 60.3 23.7 15.7
HDFC Tax Saver - Direct (G) Not Ranked
115.70 3.0 9.3 61.0 -- --
Reliance Tax Saver(ELSS)-Direct (G) Not Ranked
58.71 9.1 20.6 98.1 -- --
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Jan 30, 15)

Equity Sector Value
(Rs cr)
Asset %
HDFC Bank Banking/Finance 98.04 5.75
ICICI Bank Banking/Finance 93.78 5.50
Infosys Technology 87.82 5.15
Yes Bank Banking/Finance 70.72 4.15
IndusInd Bank Banking/Finance 70.49 4.13
Bharti Airtel Telecom 66.14 3.88
Eicher Motors Automotive 56.97 3.34
Bosch Automotive 47.65 2.79
Torrent Pharma Pharmaceuticals 47.29 2.77
Kotak Mahindra Banking/Finance 46.28 2.71

Full Portfolio

Sector Allocation (Jan 30, 15)

Sector %

1-Year

HighLow

Banking/Finance 28.61 28.92 22.79
Automotive 13.18 13.37 9.21
Engineering 9.12 9.43 4.96
Technology 8.54 11.40 8.02
Pharmaceuticals 7.34 12.24 7.34
Telecom 4.10 6.62 4.10

View All Sectors

Asset Allocation (%)(Jan 30, 15)

Equity 94.53
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 5.45

View All

Concentration

Holdings (%)
Top 5 24.68
Top 10 40.17
Sector (%)
Top 3 50.91

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