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NIFTY 5022,453.30+0.98%SENSEX74,235.62+1.24%BANK NIFTY48,892.15+1.45%NIFTY IT35,124.80-0.52%NIFTY MIDCAP52,487.25+0.87%NIFTY 5022,453.30+0.98%SENSEX74,235.62+1.24%BANK NIFTY48,892.15+1.45%NIFTY IT35,124.80-0.52%NIFTY MIDCAP52,487.25+0.87%
FTFranklin Templeton MF

Franklin India Taxshield 98

elssEquity - ELSS - Tax Saver FundBenchmark: NIFTY 500
NAV · 31 Mar 2008₹136.74+0.21%
AUM₹2 Cr
Expense Ratio2.50%
CAGR—
Exit LoadNil
Min SIP—
Launched—

Investment Objective

The scheme seeks capital appreciation with an exposure to equities, FCDs, preference shares and bonds of companies. The scheme will offer liquidity with repurchase from April 2001

Fund Mandate

Debt0%–20%
Equity80%–100%
Others0%–20%
Asset Allocation
Domestic Equity92.0%
Cash & Equivalents8.0%
Fund Managers
SR
Sukumar Rajah
Fund Manager
Key Information
2.50%
—
₹500
Nil
Nil
Inception—
AMCFranklin Templeton MF
Top Holdings
1Marico Ltd.FMCG13.45%
2ICICI Bank Ltd.Bank9.84%
3Kansai Nerolac Paints Ltd.Chemicals8.71%
4Infosys Ltd.IT8.46%
5Current AssetsOthers8.00%
6Mahindra Satyam Ltd. (Amalgamated)IT6.92%
7Sun Pharmaceutical Industries Ltd.Healthcare6.47%
8Bharti Airtel Ltd.Telecom6.06%
9Cummins India Ltd.Automobile & Ancillaries6.06%
10Glaxosmithkline Pharmaceuticals Ltd.Healthcare5.58%
Sector Allocation
Healthcare17.6%
FMCG16.6%
IT15.4%
Chemicals9.9%
Bank9.8%
Others8.0%
Automobile & Ancillaries6.7%
Telecom6.1%
Crude Oil3.2%
Construction Materials2.8%
Gas Transmission2.6%
Infrastructure1.4%
On This Page
NAV growthAsset allocationTop holdings
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Trailing Returns
PeriodReturns
1 Day+0.21%
Risk Metrics

Risk metrics are not available for this fund.

Fees
2.50%
Nil
Nil
—
₹500
Capital Gains Tax, general rules

This is an equity-oriented fund. Under rules effective since Budget 2024 (23 July 2024):

Short-Term Capital Gains (held ≤ 12 months): taxed at a flat 20%.

Long-Term Capital Gains (held > 12 months): taxed at 12.5% on gains above ₹1.25 lakh in a financial year, with no indexation benefit.

General information only, not tax advice, actual liability depends on your overall income and applicable law at the time of redemption. Consult a tax advisor for your specific situation.

Frequently Asked QuestionsGeneral mutual-fund FAQs, not specific to this scheme