Franklin India ELSS Tax Saver Fund - IDCW

Fund House: Franklin Templeton Mutual Fund
Category: Equity: ELSS
Launch Date: 10-04-1999
Asset Class: Equity
Benchmark: NIFTY 500 TRI
TER: 1.86% As on (30-03-2026)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 5,683.95 Cr As on 31-03-2026(Source:AMFI)
Turn over: 16.58% | Exit Load: Nil

59.3522

18.6%

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
7 Years 0 Months
18 Years 9 Months
There is no value for 10x
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 12.29
Sharpe Ratio 1.16
Alpha 3.08
Beta 0.92
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 - IDCW 10-04-1999 -1.6 3.57 15.02 13.89 12.28
Motilal Oswal ELSS Tax Saver Fund - Regular Plan - Growth Option 05-01-2015 21.23 12.89 25.49 20.0 17.46
Quant ELSS Tax Saver Fund - Growth Option - Regular Plan 01-04-2000 15.13 3.0 17.92 16.6 19.87
ITI ELSS Tax Saver Fund - Regular Plan - Growth Option 18-10-2019 11.77 5.64 19.21 13.28 -
HSBC ELSS Tax saver Fund - Regular Growth 01-01-2013 11.65 9.82 19.0 15.18 14.23
BANK OF INDIA ELSS Tax Saver -ECO Plan-Growth 25-02-2009 11.29 3.01 16.93 15.14 17.15
BANK OF INDIA ELSS Tax Saver -Regular Plan- Growth 25-02-2009 10.99 2.75 16.63 14.84 16.57
Edelweiss ELSS Tax Saver Fund - Regular Plan - Growth Option 30-12-2008 10.44 9.04 16.1 14.03 12.95
BARODA BNP PARIBAS ELSS Tax Saver Fund - Regular - Growth Option 05-01-2006 10.08 8.6 18.37 13.8 13.1
JM ELSS Tax Saver Fund (Regular) - Growth option 31-03-2008 9.73 6.62 18.49 16.04 16.27

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

6.4%

Others

4.74%

Large Cap

79.47%

Mid Cap

9.39%

Feedback
Notification