Franklin India ELSS Tax Saver Fund-Growth

Fund House: Franklin Templeton Mutual Fund
Category: Equity: ELSS
Launch Date: 05-04-1999
Asset Class: Equity
Benchmark: NIFTY 500 TRI
TER: 1.82% As on (31-12-2025)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 6,693.46 Cr As on 31-12-2025(Source:AMFI)
Turn over: 20.62% | Exit Load: Nil

1433.0124

20.34%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY 500 TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
0 Years 8 Months
4 Years 7 Months
4 Years 8 Months
6 Years 9 Months
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment Objective

The primary objective for the scheme is to provide medium to long term growth of capital along with income tax rebate.

Current Asset Allocation (%)

Indicators

Standard Deviation 12.38
Sharpe Ratio 0.94
Alpha 1.45
Beta 0.94
Yield to Maturity -
Average Maturity -

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
Franklin India ELSS Tax Saver Fund-Growth 05-04-1999 6.2 8.92 17.76 17.26 13.79
Aditya Birla Sun Life ELSS Tax Saver Fund - Growth Option 29-03-1996 13.36 10.83 15.28 10.61 11.5
HDFC ELSS Tax saver - Growth Plan 05-03-1996 12.6 13.58 20.87 20.63 15.22
Mirae Asset ELSS Tax Saver Fund - Regular Plan - Growth 01-12-2015 12.24 10.87 16.96 15.8 17.75
Edelweiss ELSS Tax Saver Fund - Regular Plan - Growth Option 30-12-2008 11.51 11.3 17.28 15.23 12.86
DSP ELSS Tax Saver Fund - Regular Plan - Growth 05-01-2007 11.46 13.49 19.74 18.46 16.57
ICICI Prudential ELSS Tax Saver Fund - Growth 19-08-1999 10.71 10.69 15.97 15.5 13.63
BARODA BNP PARIBAS ELSS Tax Saver Fund - Regular - Growth Option 05-01-2006 10.66 11.93 19.16 14.42 13.29
Nippon India Tax Saver (ELSS) Fund-Growth Plan-Growth Option 01-09-2005 10.19 9.56 16.96 17.57 11.64
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth 05-10-2016 9.61 7.54 14.39 15.36 -

Scheme Characteristics

Minimum investment in equity & equity related instruments - 80% of total assets (in accordance with Equity Linked Saving Scheme, 2005 notified by Ministry of Finance).

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

8.46%

Others

3.74%

Large Cap

77.5%

Mid Cap

10.37%

Scheme Documents

There are no scheme documents available

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