FundLens
44
ELSS (Tax Saver)Avoid

FranklIn India ELSS Tax Saver

Franklin · Direct–Growth · rank #24 of 38 by Smart Score

Data updated

Trailing returns

vs Nifty 500 (index-fund proxy)
1 Year
-7.9%
-3.2% vs index
3 Years
9.3%
-0.0% vs index
5 Years
9.5%
+1.6% vs index
Since launch
14.3%

Year-by-year performance

last entry = YTD
2021
+37.9%
2022
+6.3%
2023
+32.4%
2024
+23.4%
2025
+2.9%
2026
-7.9%

Why this score

FranklIn India ELSS Tax Saver scores 44/100 — #24 of 38 ELSS (Tax Saver) fund (Avoid). It stands out for volatility and fund size — beating 69% of peers on volatility. The main drag is its 3y return (better than only 34% of peers).

Each bar shows the fund's percentile vs ELSS (Tax Saver) peers — a longer bar beats more of the category.

3Y return9.33% · 34th percentile in category
Sharpe ratio0.21 · 34th percentile in category
1Y return-7.88% · 12th percentile in category
Volatility13.58 · 69th percentile in category
Fund size5838.91 Cr · 67th percentile in category
Sortino ratio0.28 · 33rd percentile in category

Top holdings

top 5 = 27.7% of portfolio
1.ICICI Bank Ltd7.47%
2.HDFC Bank Ltd5.78%
3.Axis Bank Ltd5.2%
4.State Bank of India4.66%
5.Larsen & Toubro Ltd4.62%

50 disclosed equity positions · portfolio as of Sept 2026 · weights are % of total corpus.

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