Home› Funds› Franklin India ELSS Tax Saver Fund - Direct - Grow

Franklin India ELSS Tax Saver Fund - Direct - Growth

Franklin India ELSS Tax Saver · ELSS
High
₹1495.43
Current NAV
23 Oct 2026
-11.1%
1Y Return
9.2%
3Y CAGR
9.0%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.69%.
  • Generates significant excess returns relative to benchmark index (Alpha: 2.79).
  • Well-diversified portfolio aligned with the ELSS mandate.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
  • Lower risk-adjusted performance compared to top peers in the same category.
Suitable for
  • Long-term wealth creation (5+ years horizon) like retirement or child education.
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term goals (under 3 years) where preserving the capital is the main priority.
  • Short-term trading or speculative investment horizons.
Risk Profile: High Risk
Low Moderate High Very High
Risk Metrics
0.79
Sharpe Ratio
0.99
Beta
2.79
Alpha
1.10
Sortino
Fund Details
Fund House Franklin India ELSS Tax Saver
Category ELSS
AUM ₹1840 Cr
Expense Ratio 0.69%
Min SIP ₹500
Min Lumpsum ₹1000
SIP Calculator Compare Funds
Similar Funds in ELSS
Navi ELSS Tax Saver Fund- Direct Plan- Growth Option
Navi
₹32.81 7.6%
Navi ELSS Tax Saver Fund - Direct Plan IDCW Payout
Navi
₹32.40 7.6%
Navi ELSS Tax Saver Fund - Regular Plan IDCW Payout
Navi
₹27.30 5.6%
Navi ELSS Tax Saver Fund- Regular Plan- Growth Option
Navi
₹27.30 5.6%