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: 1.8% As on (31-10-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 500.0 |
| Minimum Topup: 500.0 |
| Total Assets: 6,787.62 Cr As on 31-10-2025(Source:AMFI) |
| Turn over: 20.62% | Exit Load: Nil |
1503.3384
-2.69 (-0.1791%)
20.73%
Benchmark: 12.5%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY 500 TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
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 | 12.58 |
| Sharpe Ratio | 0.94 |
| Alpha | 1.71 |
| 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 | 5.89 | 18.4 | 17.83 | 21.22 | 13.82 |
| Mirae Asset ELSS Tax Saver Fund - Regular Plan - Growth | 01-12-2015 | 12.27 | 19.56 | 17.15 | 19.17 | - |
| HDFC ELSS Tax saver - Growth Plan | 05-03-1996 | 11.14 | 22.81 | 20.95 | 24.03 | 14.6 |
| Aditya Birla Sun Life ELSS Tax Saver Fund - Growth Option | 29-03-1996 | 10.67 | 17.91 | 14.62 | 13.27 | 11.6 |
| ICICI Prudential ELSS Tax Saver Fund - Growth | 19-08-1999 | 10.67 | 18.67 | 16.14 | 19.35 | 13.74 |
| WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | 14-10-2022 | 10.37 | 22.09 | 20.33 | - | - |
| Sundaram ELSS Tax Saver Fund Regular Growth | 01-01-2013 | 9.87 | 16.48 | 14.75 | 18.56 | 14.4 |
| Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | 05-10-2016 | 9.22 | 15.39 | 14.4 | 19.17 | - |
| Sundaram Value Fund Regular Plan - Growth | 10-05-2005 | 8.8 | 14.4 | 12.84 | 17.22 | 12.15 |
| Union ELSS Tax Saver Fund - Growth Option | 23-12-2011 | 8.78 | 15.78 | 15.22 | 18.74 | 13.42 |
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
PORTFOLIO
Market Cap Distribution
Small Cap
9.05%
Others
4.35%
Large Cap
77.37%
Mid Cap
9.22%
