Franklin India ELSS Tax Saver Fund - Direct Plan has delivered 46.46% absolute return over the last 5 years.
The average return for ELSS funds is 63.29% .
This fund ranks #27 in its category based on 5-year returns.
The largest portfolio holding is HDFC BANK LTD with a portfolio weight of 7.82% .
The fund currently owns more than 50 stocks.
The top 10 holdings account for 47.04% of total assets.
Based on portfolio allocation, this fund appears moderately concentrated compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | 0.51% | -3.86% |
| 2 Year Return | 33.93% | 7.32% |
| 3 Year Return | 62.44% | 26.26% |
| 4 Year Return | 180.17% | 48.86% |
| 5 Year Return | 156.21% | 63.29% |
| 6 Year Return | 175.92% | 104.35% |
| 7 Year Return | 265.20% | 130.89% |
| Expense Ratio | 0.92% | - |
| # | Company | Sector | Weight |
|---|---|---|---|
| 1 | Finance - Banks - Private Sector |
7.82%
|
|
| 2 | Financials |
7.59%
|
|
| 3 | Financials |
4.88%
|
|
| 4 | Financials |
4.67%
|
|
| 5 | Industrials |
4.53%
|
|
| 6 |
3.85%
|
||
| 7 | E-Commerce/E-Retail |
3.64%
|
|
| 8 | Information Technology |
3.46%
|
|
| 9 | Communication Services |
3.35%
|
|
| 10 | Information Technology |
3.27%
|
|
| 11 | Finance - Banks - Private Sector |
3.12%
|
|
| 12 | Energy |
3.09%
|
AMC: FRANKLINTEMPLETON
Category: Equity • ELSS
Launch Date: 01 Jan 2013
Fund Manager: Mr. Rajasa Kakulavarapu
Minimum Purchase: ₹500
Exit Load:
Lock-in: 1
Risk: Moderate Risk
Franklin India ELSS Tax Saver Fund - Direct Plan is managed by FRANKLINTEMPLETON and belongs to the Equity category.
Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.
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