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Franklin India Tax Shield - Direct Plan (G)

PLAN: Direct OPTIONS: Growth
475.452 0.37 (0.08%)

NAV as on 23 Aug, 2016

CRISIL MF RANK

Not Ranked

Riskometer

MODERATELY HIGH

MODERATELY HIGH

  • Principal at moderately high risk.
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 Jun 2016) since it does not fulfill certain eligibility criteria of CRISIL

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Benchmark Index:
 
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Returns (NAV as on 23 Aug, 2016)

Period Returns (%) Rank #
1 mth 0.8 73
3 mth 10.6 87
6 mth 23.5 68
1 year 14.0 38
2 year 16.6 12
3 year 29.6 16
5 year - -

# Moneycontrol Rank within 102 ELSS Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2016 -1.7 - - - -
2015 5.6 -1.3 -1.7 -0.4 4.7
2014 8.5 17.8 10.9 11.3 57.8
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 0.8 10.6 23.5 14.0 16.6 29.6 --
Category avg 1.6 13.5 25.6 13.1 10.4 20.6 11.8
Difference of Fund returns and Category returns -0.8 -2.9 -2.1 0.9 6.2 9.0 --
Best of category 6.6 18.5 38.4 38.7 25.2 36.5 22.4
Worst of category -1.1 -7.3 -7.3 -10.8 4.6 15.7 10.0
Benchmark returns # 0.7 13.3 24.1 13.3 7.8 20.7 12.9
Difference of Fund returns and Benchmark returns 0.1 -2.7 -0.6 0.7 8.8 8.9 --
# Benchmark Index: NIFTY 500

Investment Info

Investment Objective

Scheme details

Fund Type Open-Ended
Investment Plan Growth
Launch date Jan 01, 2013
Benchmark NIFTY 500
Asset Size (Rs cr) 144.93 (Jun-30-2016)
Minimum Investment Rs.500
Last Dividend N.A. View Dividend History
Bonus N.A.
Fund Manager Lakshmikanth Reddy / R. Janakiraman
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 (%)
Axis Long Term Equity Fund (G) Rank 2
8,118.15 11.1 20.8 8.7 32.7 22.4
Axis Long Term Equity - Direct (G) Not Ranked
413.98 11.5 21.5 9.9 34.3 --
Reliance Tax Saver(ELSS)-Direct (G) Not Ranked
242.31 16.9 30.4 16.9 36.5 --
Reliance Tax Saver (ELSS) (G) Rank 3
4,659.48 16.7 29.9 16.1 35.6 20.8
HDFC Tax Saver - Direct (G) Not Ranked
237.73 18.5 31.2 12.5 26.1 --
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Jul 29, 16)

Equity Sector Value
(Rs cr)
Asset %
HDFC Bank Banking/Finance 208.12 9.03
Infosys Technology 144.97 6.29
Axis Bank Banking/Finance 126.71 5.50
IndusInd Bank Banking/Finance 90.53 3.93
Yes Bank Banking/Finance 87.62 3.80
Bharti Airtel Telecom 79.29 3.44
M&M Automotive 76.27 3.31
Larsen Engineering 66.25 2.87
Tata Motors Automotive 55.35 2.40
ICICI Bank Banking/Finance 55.21 2.39

Full Portfolio

Sector Allocation (Jul 29, 16)

Sector %

1-Year

HighLow

Banking/Finance 30.99 59.52 26.07
Automotive 14.66 25.68 11.29
Technology 10.25 18.52 9.98
Pharmaceuticals 7.00 15.92 8.12
Engineering 6.16 14.58 7.16
Telecom 4.20 9.32 4.39

View All Sectors

Asset Allocation (%)(Jul 29, 16)

Equity 93.39
Others 0.04
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 6.58

View All

Concentration

Holdings (%)
Top 5 28.55
Top 10 42.96
Sector (%)
Top 3 55.90

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