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
*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 Sep,2016
NAV Per Unit (Rs.) FIT B: Nifty 500 AB: Nifty 50
Discrete 12 months performance
Sep 30, 2015 to Sep 30, 2016 (Last 1 year) 420.7988 10.43% 11.27% 8.33%
Sep 30, 2014 to Sep 30, 2015 362.2352 16.17% 3.59% -0.20%
Sep 30, 2013 to Sep 30, 2014 227.6271 59.14% 46.08% 38.87%
Compounded Annualised Growth Rate Performance
Last 2 years (Sep 30, 2014 to Sep 30, 2016) 13.24% 7.35% 3.97%
Last 3 years (Sep 30, 2013 to Sep 30, 2016) 26.83% 18.95% 14.49%
Last 5 years (Sep 30, 2011 to Sep 30, 2016) 200.0569 18.34% 13.18% 11.73%
Last 10 years (Sep 29, 2006 to Sep 30, 2016) 118.2800 14.65% 9.47% 9.14%
Last 15 years (Sep 28, 2001 to Sep 30, 2016) 17.3300 24.49% 18.42% 16.11%
Since inception till Sep 30, 2016 10.0000 24.55% 14.49% 13.14%
Current Value of Standard Investment of Rs 10000
Last 2 years 12829 11526 10812
Last 3 Years 20415 16837 15014
Last 5 Years 23228 18588 17420
Last 10 Years 39288 24746 23997
Last 15 Years 268147 126723 94229
Since inception (10.4.1999) 464699 106513 86684

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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