Are you still stuck to your first option when it comes to saving tax?

Choose to #AskWhatELSS.

  • Tax
    benefits
  • Potential for
    Growth Through
    Equities
  • Lock-in of
    3 years only

presenting franklin india taxshield

Why invest in ELSS?

Tax savings
upto INR 46,350*
under sec 80C of
Income Tax Act, 1961
Dual Advantage of saving tax and benefiting from the growth potential of equities
Lock-in
period of
3 years only
Convenience- Investment can be done online and with as low as Rs.500

ELSS DEMYSTIFIED BY SATISH PRABHU

*Assuming maximum marginal tax rate of 34.61% (including 30% income tax, 12% surcharge, 2% education cess and 1% secondary and higher education cess)

Why ELSS with Franklin Templeton?

Franklin
Templeton
Worldwide

  • Premier global investment management organization with over 65 years of global investment experience
  • Headquartered in San Mateo, California with offices in 35 countries worldwide
  • Over 600 investment professionals managing nearly USD 733.3 billion (as of 30th September 2016)

Franklin
Templeton
in India

  • Established office in 1996
  • Extensive experience in both equity and debt across market cycles: over 20 of our funds have track record of over 10 years
  • Focus on local needs backed by global expertise
FRANKLIN INDIA TAXSHIELD
  

INVESTMENT OBJECTIVE

An open end equity linked savings scheme which aims to provide medium to long term growth of capital along with income tax rebate.

Fund Information
Fund Size is INR 2442.42 Cr as of
28th October 2016

Date Of Allotment: 10 April 1999

Load Structure
Entry Load- Not applicable
Exit Load- Nil

Minimum Investment
500
Key Highlights:
  • An open end equity linked savings scheme (ELSS) with an allocation of at least 80% to equities to enable growth over the long term
  • Investments up to 1.5 lac eligible for deduction from taxable income under Section 80C.
  • Dividends and long-term capital gains you earn are fully exempt from tax, as per current tax laws
  • Short lock-in period of 3 years

ELSS Cumulative Performance Table

Fund Manager : Anand Radhakrishnan, Anil Prabhudas

Cumulative Performance 30th Dec,2016
NAV Per Unit (Rs.) FIT B: Nifty 500 AB: Nifty 50
Discrete 12 months performance
Dec 31, 2015 to Dec 30, 2016 (Last 1 year) 418.2161 4.72% 3.84% 3.01%
Dec 31, 2014 to Dec 31, 2015 401.9406 4.05% -0.72% -4.06%
Dec 31, 2013 to Dec 31, 2014 256.1355 56.92% 37.82% 31.39%
Compounded Annualised Growth Rate Performance
Last 2 years (Dec 31, 2014 to Dec 30, 2016) 4.39% 1.53% -0.59%
Last 3 years (Dec 31, 2013 to Dec 30, 2016) 19.58% 12.42% 9.10%
Last 5 years (Dec 30, 2011 to Dec 30, 2016) 186.5202 18.59% 14.17% 12.09%
Last 10 years (Dec 29, 2006 to Dec 30, 2016) 125.7200 13.28% 7.79% 7.51%
Last 15 years (Dec 31, 2001 to Dec 30, 2016) 21.7800 22.14% 16.56% 14.60%
Since inception till Dec 30, 2016 10.0000 23.75% 13.90% 12.63%
Current Value of Standard Investment of Rs 10000
Last 2 years 10896 10309 9883
Last 3 Years 17099 14208 12985
Last 5 Years 23481 19409 17702
Last 10 Years 34837 21192 20638
Last 15 Years 201086 99669 77294
Since inception (10.4.1999) 437965 100578 82402

Click Here for Performance of other funds managed by the fund manager

Click Here for Direct Plan Performance

Past performance may or may not be sustained in the future. Discrete 12 months performance is absolute and since inception returns are compounded annualized. Load is not taken into consideration. Dividends assumed to be reinvested and Bonus is adjusted. On account of difference in the type/category, asset allocation or investment strategy, inception dates, performances of the funds are not strictly comparable.


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The upfront commission on investment made by the investor, if any, shall be paid to the ARN Holder (AMFI registered distributor) directly by the investor, based on the investor's assessment of various factors including service rendered by the ARN Holder.
Mutual Fund investments are subject to market risks, read all scheme related documents carefully.
All subscriptions in FIT are subject to a lock-in period of 3 years from the date of allotment and the unitholder cannot redeem, transfer, assign or pledge the units during this period. The Trustee, AMC, their directors or their employees shall not be liable for any of the tax consequences that may arise, in the event that the schemes are wound up before the completion of the lock-in period. Investors are requested to review the prospectus carefully and obtain expert professional advice with regard to specific legal, tax and financial implications of the investment/participation in the scheme. Copyright © 2014. Franklin Templeton Investments. All rights reserved.
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