Franklin India ELSS Tax Saver Fund-Growth
| Category: Equity: ELSS |
| Launch Date: 05-04-1999 |
| Asset Class: Equity |
| Benchmark: NIFTY 500 TRI |
| Expense Ratio: 1.8% As on (31-07-2024) |
| Status: Open Ended Schemes |
| Minimum Investment: 500.0 |
| Minimum Topup: 500.0 |
| Total Assets: 7,059.9 Cr As on (31-07-2024) |
| Turn over: 20.62% |
PERFORMANCE of Franklin India ELSS Tax Saver Fund-Growth
Scheme Performance (%)
Data as on - 09-09-2024Yearly Performance (%)
Fund Managers
R Janakiraman, Rajasa Kakulavarapu
Investment Objective
The scheme seeks medium to long term growth of capital, with income tax rebate. The scheme invests in equities and there is an exposure to PSU Bonds and debentures and Money Market instruments.
RETURNS CALCULATOR for Franklin India ELSS Tax Saver Fund-Growth
Growth of 10000 In SIP (Fund vs Benchmark)
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Rolling Returns
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
Riskometer
Key Performance and Risk Statistics of Franklin India ELSS Tax Saver Fund-Growth
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| Franklin India ELSS Tax Saver Fund-Growth | 12.29 | 1.24 | 3.42 | 0.92 | - | - |
| Equity: ELSS | - | - | - | - | - | - |
PEER COMPARISION of Franklin India ELSS Tax Saver Fund-Growth
| Scheme Name | Launch Date |
1-Year Ret (%) |
2-Yrs Ret (%) |
3-Yrs Ret (%) |
5-Yrs Ret (%) |
10-Yrs Ret (%) |
|---|---|---|---|---|---|---|
| Franklin India ELSS Tax Saver Fund-Growth | 05-04-1999 | 38.92 | 28.87 | 21.48 | 22.71 | 15.09 |
| Motilal Oswal ELSS Tax Saver Fund - Regular Plan - Growth Option | 05-01-2015 | 59.08 | 39.18 | 24.07 | 26.03 | 0.0 |
| SBI Long Term Equity Fund - Regular Plan- Growth | 31-03-1993 | 49.53 | 37.32 | 26.38 | 27.2 | 15.59 |
| ITI ELSS Tax Saver Fund - Regular Plan - Growth Option | 18-10-2019 | 48.62 | 32.67 | 18.62 | 0.0 | 0.0 |
| JM ELSS Tax Saver Fund (Regular) - Growth option | 31-03-2008 | 46.15 | 33.17 | 22.16 | 25.25 | 17.13 |
| DSP ELSS Tax Saver Fund - Regular Plan - Growth | 05-01-2007 | 44.26 | 30.03 | 20.16 | 24.7 | 17.01 |
| Quant ELSS Tax Saver Fund - Growth Option - Regular Plan | 01-04-2000 | 43.0 | 27.47 | 24.03 | 35.79 | 23.09 |
| HSBC ELSS Tax saver Fund - Regular Growth | 01-01-2013 | 42.59 | 29.17 | 18.67 | 21.55 | 14.57 |
| BANK OF INDIA ELSS Tax Saver -Regular Plan- Growth | 25-02-2009 | 41.84 | 29.44 | 18.95 | 28.26 | 17.32 |
| HDFC ELSS Tax saver - Growth Plan | 05-03-1996 | 41.78 | 30.72 | 23.91 | 23.2 | 13.59 |
