Home Funds Franklin India ELSS Tax Saver Fund-Growth

Franklin India ELSS Tax Saver Fund-Growth

Franklin India ELSS Tax Saver · ELSS
High
₹1427.23
Current NAV
25 Jun 2026
19.7%
1Y Return
12.7%
3Y CAGR
20.7%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Very large asset base (AUM: ₹11,920 Cr) indicating high investor trust and liquidity.
  • Professionally managed by an established fund house with experienced fund managers.
  • Well-diversified portfolio aligned with the ELSS mandate.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
  • Higher expense ratio (2.37%) which can affect compounding over long horizons.

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
0.87
Sharpe Ratio
0.77
Beta
-2.63
Alpha
1.02
Sortino
Fund Details
Fund House Franklin India ELSS Tax Saver
Category ELSS
AUM ₹11920 Cr
Expense Ratio 2.37%
Min SIP ₹500
Min Lumpsum ₹1000
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