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Franklin India Tax Shield (G)

PLAN: Regular OPTIONS: Growth
417.852 0.25 (0.06%)

NAV as on 27 Mar, 2015

CRISIL MF RANK

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

Good performance in the category

The scheme is ranked 2 in ELSS category by Crisil (for quarter ended Mar 2014) up from Rank 3 last quarter. If you are already invested in this scheme, you may continue to stay invested. But, do keep a check on its performance.

View Top ranked funds in this category

Benchmark Index:
 
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Returns (NAV as on 27 Mar, 2015)

Period Returns (%) Rank #
1 mth -3.8 18
3 mth 5.4 34
6 mth 15.8 18
1 year 50.9 27
2 year 35.2 22
3 year 26.0 13
5 year 17.3 6

# Moneycontrol Rank within 96 ELSS Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2014 8.3 17.6 10.7 11.1 -
2013 -5.7 0.9 -2.4 11.9 5.6
2012 14.7 -1.6 7.1 5.7 29.6
2011 -3.8 -0.2 -5.7 -5.4 -15.7
2010 4.4 1.0 15.0 -0.5 22.9

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 -3.8 5.4 15.8 50.9 35.2 26.0 17.3
Category avg -5.2 3.6 10.7 41.9 28.4 20.1 11.0
Difference of Fund returns and Category returns 1.4 1.8 5.1 9.0 6.8 5.9 6.3
Best of category -0.9 9.8 22.0 70.9 50.1 35.5 22.9
Worst of category -9.3 -5.1 -4.4 14.3 13.2 12.0 4.2
Benchmark returns # -5.0 1.9 6.8 33.0 24.2 18.0 9.6
Difference of Fund returns and Benchmark returns 1.2 3.5 9.0 17.9 11.0 8.0 7.7
Franklin India Tax Shield (G) Review by Crisil - Rating: 4 (Rank 2 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 Growth
Launch date Apr 10, 1999
Benchmark CNX 500
Asset Size (Rs cr) 1,459.91 (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 - Direct (G) Not Ranked
66.47 5.7 11.0 46.1 -- --
SBI Magnum Tax Gain (G) Rank 3
4,936.06 5.6 10.7 45.4 25.4 14.1
HDFC Tax Saver (G) Rank 4
4,794.48 -1.5 5.4 41.7 21.4 13.6
HDFC Tax Saver - Direct (G) Not Ranked
115.70 -1.4 5.6 42.4 -- --
Axis Long Term Equity Fund (G) Rank 1
2,933.79 7.7 18.4 60.3 35.5 22.9
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Feb 28, 15)

Equity Sector Value
(Rs cr)
Asset %
HDFC Bank Banking/Finance 112.25 6.72
Infosys Technology 92.90 5.56
ICICI Bank Banking/Finance 87.17 5.22
IndusInd Bank Banking/Finance 70.02 4.19
Yes Bank Banking/Finance 67.31 4.03
Bharti Airtel Telecom 62.87 3.76
Amara Raja Batt Automotive 47.02 2.81
Kotak Mahindra Banking/Finance 46.82 2.80
Torrent Pharma Pharmaceuticals 44.86 2.68
Larsen Engineering 43.97 2.63

Full Portfolio

Sector Allocation (Feb 28, 15)

Sector %

1-Year

HighLow

Banking/Finance 29.25 29.25 22.79
Automotive 11.25 13.37 9.21
Technology 9.36 11.40 8.02
Engineering 9.08 9.43 4.96
Pharmaceuticals 7.28 12.24 7.28
Oil & Gas 4.76 7.30 3.26

View All Sectors

Asset Allocation (%)(Feb 28, 15)

Equity 94.59
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 5.39

View All

Concentration

Holdings (%)
Top 5 25.72
Top 10 40.40
Sector (%)
Top 3 49.86

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