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6 Best Tax Saving SIP Plans to Invest in 2025
Equity Linked Saving Schemes or ELSS is gaining a huge popularity as the best tax saving option, amongst the Indian investors. It has the potential to deliver good returns, and also it has the shortest lock-in period. ELSS is an equity diversified fund, wherein the majority of the fund corpus is invested either in Equity Fund or equity-related products. Investors can attain tax deductions up to INR 1,50,000 under Section 80C of income tax Act from their taxable Income. As these funds offer dual benefits of— tax saving and wealth creation, investors can invest in ELSS and make the most out of their investment. So, to make the process of Investing easy, we have shortlisted the best tax saving SIP plans that offer the best returns to the investors.
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Best Performing SIP Funds to Invest in Equity Linked Saving Scheme (ELSS) FY 25 - 26
Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Motilal Oswal Long Term Equity Fund Growth ₹52.812
↓ -0.25 ₹4,360 500 20.3 -5.9 7.9 31.3 27.2 47.7 SBI Magnum Tax Gain Fund Growth ₹444.442
↑ 1.26 ₹29,667 500 12 3.5 3.3 29.4 27.7 27.7 HDFC Tax Saver Fund Growth ₹1,423.1
↑ 4.26 ₹16,454 500 10.7 6.5 7 26.5 26.8 21.3 L&T Tax Advantage Fund Growth ₹136.342
↑ 0.14 ₹4,129 500 14.4 -0.9 3.9 25.4 23 33 DSP BlackRock Tax Saver Fund Growth ₹141.851
↑ 0.71 ₹16,974 500 10.8 3.6 5.7 24.4 25.4 23.9 Franklin India Taxshield Growth ₹1,504.04
↑ 5.64 ₹6,719 500 11.9 1.4 4.9 24.3 25.8 22.4 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 4 Jul 25 ELSS SIP funds having AUM/Net Assets above 500 Crore. Sorted on Last 3 Year Return.
(Erstwhile Motilal Oswal MOSt Focused Long Term Fund) The investment objective of the Scheme is to generate long-term capital appreciation from a diversified portfolio of predominantly equity and equity related instruments. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved. Motilal Oswal Long Term Equity Fund is a Equity - ELSS fund was launched on 21 Jan 15. It is a fund with Moderately High risk and has given a Below is the key information for Motilal Oswal Long Term Equity Fund Returns up to 1 year are on To deliver the benefit of investment in a portfolio of equity shares, while offering
deduction on such investment made in the scheme under section 80C of the
Income-tax Act, 1961. It also seeks to distribute income periodically depending
on distributable surplus. Investments in this scheme would be subject to a
statutory lock-in of 3 years from the date of allotment to avail Section 80C benefits. SBI Magnum Tax Gain Fund is a Equity - ELSS fund was launched on 7 May 07. It is a fund with Moderately High risk and has given a Below is the key information for SBI Magnum Tax Gain Fund Returns up to 1 year are on The fund plans to provide long term growth of capital. HDFC Tax Saver Fund is a Equity - ELSS fund was launched on 31 Mar 96. It is a fund with Moderately High risk and has given a Below is the key information for HDFC Tax Saver Fund Returns up to 1 year are on To generate long-term capital growth from a diversified portfolio of predominantly equity and equity-related securities. L&T Tax Advantage Fund is a Equity - ELSS fund was launched on 27 Feb 06. It is a fund with Moderately High risk and has given a Below is the key information for L&T Tax Advantage Fund Returns up to 1 year are on The primary investment objective of the Scheme is to seek to generate medium to long-term capital appreciation from a diversified portfolio that is substantially constituted of equity and equity related securities of corporates, and to enable investors to avail of a deduction from total income, as permitted under the Income Tax Act, 1961 from time to time. DSP BlackRock Tax Saver Fund is a Equity - ELSS fund was launched on 18 Jan 07. It is a fund with Moderately High risk and has given a Below is the key information for DSP BlackRock Tax Saver Fund Returns up to 1 year are on The primary objective for Franklin IndiaTaxshield is to provide medium to long term growth of capital along with income tax rebate Franklin India Taxshield is a Equity - ELSS fund was launched on 10 Apr 99. It is a fund with Moderately High risk and has given a Below is the key information for Franklin India Taxshield Returns up to 1 year are on 1. Motilal Oswal Long Term Equity Fund
CAGR/Annualized return of 17.3% since its launch. Return for 2024 was 47.7% , 2023 was 37% and 2022 was 1.8% . Motilal Oswal Long Term Equity Fund
Growth Launch Date 21 Jan 15 NAV (04 Jul 25) ₹52.812 ↓ -0.25 (-0.47 %) Net Assets (Cr) ₹4,360 on 31 May 25 Category Equity - ELSS AMC Motilal Oswal Asset Management Co. Ltd Rating Risk Moderately High Expense Ratio 0.74 Sharpe Ratio 0.44 Information Ratio 0.98 Alpha Ratio 7.68 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 30 Jun 20 ₹10,000 30 Jun 21 ₹15,667 30 Jun 22 ₹14,668 30 Jun 23 ₹19,681 30 Jun 24 ₹31,051 30 Jun 25 ₹34,307 Returns for Motilal Oswal Long Term Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Jul 25 Duration Returns 1 Month 2.1% 3 Month 20.3% 6 Month -5.9% 1 Year 7.9% 3 Year 31.3% 5 Year 27.2% 10 Year 15 Year Since launch 17.3% Historical performance (Yearly) on absolute basis
Year Returns 2024 47.7% 2023 37% 2022 1.8% 2021 32.1% 2020 8.8% 2019 13.2% 2018 -8.7% 2017 44% 2016 12.5% 2015 Fund Manager information for Motilal Oswal Long Term Equity Fund
Name Since Tenure Ajay Khandelwal 11 Dec 23 1.47 Yr. Rakesh Shetty 22 Nov 22 2.53 Yr. Atul Mehra 1 Oct 24 0.67 Yr. Data below for Motilal Oswal Long Term Equity Fund as on 31 May 25
Equity Sector Allocation
Sector Value Industrials 37.3% Consumer Cyclical 20.59% Financial Services 17.43% Technology 8.6% Real Estate 6.27% Basic Materials 5.67% Health Care 2.96% Asset Allocation
Asset Class Value Cash 1.18% Equity 98.82% Top Securities Holdings / Portfolio
Name Holding Value Quantity Trent Ltd (Consumer Cyclical)
Equity, Since 31 Aug 22 | TRENT6% ₹240 Cr 425,260 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Oct 23 | 5433205% ₹236 Cr 9,923,692 Bharat Dynamics Ltd Ordinary Shares (Industrials)
Equity, Since 31 Dec 23 | BDL5% ₹213 Cr 1,056,315 Kaynes Technology India Ltd (Industrials)
Equity, Since 30 Jun 23 | KAYNES4% ₹178 Cr 297,751 Suzlon Energy Ltd (Industrials)
Equity, Since 31 Jan 24 | SUZLON4% ₹177 Cr 24,702,337 Inox Wind Ltd (Industrials)
Equity, Since 31 Dec 23 | 5390834% ₹159 Cr 8,173,777 Amber Enterprises India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 31 Mar 24 | AMBER4% ₹156 Cr 240,350 Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 29 Feb 24 | MCX4% ₹155 Cr 235,083 Prestige Estates Projects Ltd (Real Estate)
Equity, Since 31 Oct 23 | PRESTIGE4% ₹155 Cr 1,055,205 Bharat Electronics Ltd (Industrials)
Equity, Since 30 Apr 24 | BEL3% ₹152 Cr 3,950,000 2. SBI Magnum Tax Gain Fund
CAGR/Annualized return of 12.5% since its launch. Ranked 31 in ELSS category. Return for 2024 was 27.7% , 2023 was 40% and 2022 was 6.9% . SBI Magnum Tax Gain Fund
Growth Launch Date 7 May 07 NAV (04 Jul 25) ₹444.442 ↑ 1.26 (0.28 %) Net Assets (Cr) ₹29,667 on 31 May 25 Category Equity - ELSS AMC SBI Funds Management Private Limited Rating ☆☆ Risk Moderately High Expense Ratio 1.72 Sharpe Ratio 0.26 Information Ratio 2.32 Alpha Ratio 1.26 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 30 Jun 20 ₹10,000 30 Jun 21 ₹15,858 30 Jun 22 ₹15,910 30 Jun 23 ₹21,048 30 Jun 24 ₹33,026 30 Jun 25 ₹34,820 Returns for SBI Magnum Tax Gain Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Jul 25 Duration Returns 1 Month 3% 3 Month 12% 6 Month 3.5% 1 Year 3.3% 3 Year 29.4% 5 Year 27.7% 10 Year 15 Year Since launch 12.5% Historical performance (Yearly) on absolute basis
Year Returns 2024 27.7% 2023 40% 2022 6.9% 2021 31% 2020 18.9% 2019 4% 2018 -8.3% 2017 33% 2016 2.1% 2015 3.2% Fund Manager information for SBI Magnum Tax Gain Fund
Name Since Tenure Dinesh Balachandran 10 Sep 16 8.73 Yr. Data below for SBI Magnum Tax Gain Fund as on 31 May 25
Equity Sector Allocation
Sector Value Financial Services 27.88% Technology 10.15% Energy 9.45% Consumer Cyclical 8.63% Basic Materials 8.41% Industrials 8.2% Health Care 7.43% Consumer Defensive 4.66% Utility 4.29% Communication Services 1.92% Real Estate 0.74% Asset Allocation
Asset Class Value Cash 8.12% Equity 91.88% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Jun 07 | HDFCBANK9% ₹2,780 Cr 14,293,253 Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 06 | RELIANCE5% ₹1,602 Cr 11,275,148 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 17 | ICICIBANK4% ₹1,072 Cr 7,416,237 Tata Steel Ltd (Basic Materials)
Equity, Since 31 Oct 21 | TATASTEEL3% ₹998 Cr 62,000,000 ITC Ltd (Consumer Defensive)
Equity, Since 29 Feb 12 | ITC3% ₹895 Cr 21,414,825 Cipla Ltd (Healthcare)
Equity, Since 31 Jul 18 | CIPLA3% ₹894 Cr 6,098,542
↑ 1,387,230 Axis Bank Ltd (Financial Services)
Equity, Since 30 Sep 11 | AXISBANK3% ₹772 Cr 6,473,332 Torrent Power Ltd (Utilities)
Equity, Since 31 Jul 19 | TORNTPOWER3% ₹771 Cr 5,610,813 Hexaware Technologies Ltd Ordinary Shares (Technology)
Equity, Since 28 Feb 25 | HEXT3% ₹764 Cr 8,904,493 State Bank of India (Financial Services)
Equity, Since 31 May 06 | SBIN3% ₹758 Cr 9,335,639 3. HDFC Tax Saver Fund
CAGR/Annualized return of since its launch. Ranked 27 in ELSS category. Return for 2024 was 21.3% , 2023 was 33.2% and 2022 was 10.5% . HDFC Tax Saver Fund
Growth Launch Date 31 Mar 96 NAV (04 Jul 25) ₹1,423.1 ↑ 4.26 (0.30 %) Net Assets (Cr) ₹16,454 on 31 May 25 Category Equity - ELSS AMC HDFC Asset Management Company Limited Rating ☆☆ Risk Moderately High Expense Ratio 1.75 Sharpe Ratio 0.45 Information Ratio 1.55 Alpha Ratio 3.5 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 30 Jun 20 ₹10,000 30 Jun 21 ₹15,198 30 Jun 22 ₹16,433 30 Jun 23 ₹21,053 30 Jun 24 ₹30,828 30 Jun 25 ₹33,552 Returns for HDFC Tax Saver Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Jul 25 Duration Returns 1 Month 3.3% 3 Month 10.7% 6 Month 6.5% 1 Year 7% 3 Year 26.5% 5 Year 26.8% 10 Year 15 Year Since launch Historical performance (Yearly) on absolute basis
Year Returns 2024 21.3% 2023 33.2% 2022 10.5% 2021 35.3% 2020 5.8% 2019 3.7% 2018 -10.9% 2017 38.7% 2016 7.6% 2015 -6.2% Fund Manager information for HDFC Tax Saver Fund
Name Since Tenure Roshi Jain 13 Jan 22 3.38 Yr. Dhruv Muchhal 22 Jun 23 1.95 Yr. Data below for HDFC Tax Saver Fund as on 31 May 25
Equity Sector Allocation
Sector Value Financial Services 41.81% Consumer Cyclical 15.01% Health Care 8.97% Technology 5.71% Industrials 5.39% Basic Materials 5.38% Communication Services 4.48% Utility 1.76% Energy 1.19% Consumer Defensive 0.92% Real Estate 0.71% Asset Allocation
Asset Class Value Cash 8.33% Equity 91.35% Debt 0.31% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 15 | HDFCBANK10% ₹1,614 Cr 8,300,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK10% ₹1,590 Cr 11,000,000
↓ -300,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | AXISBANK9% ₹1,431 Cr 12,000,000 SBI Life Insurance Co Ltd (Financial Services)
Equity, Since 31 Jan 22 | SBILIFE5% ₹815 Cr 4,500,000 Cipla Ltd (Healthcare)
Equity, Since 31 Oct 09 | CIPLA5% ₹791 Cr 5,400,000 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Dec 23 | KOTAKBANK4% ₹726 Cr 3,500,000 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Jan 24 | MARUTI4% ₹678 Cr 550,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 19 | BHARTIARTL4% ₹631 Cr 3,400,000 HCL Technologies Ltd (Technology)
Equity, Since 30 Sep 20 | HCLTECH3% ₹548 Cr 3,350,000 Bajaj Auto Ltd (Consumer Cyclical)
Equity, Since 31 Jan 22 | BAJAJ-AUTO2% ₹409 Cr 475,000 4. L&T Tax Advantage Fund
CAGR/Annualized return of 14.5% since its launch. Ranked 7 in ELSS category. Return for 2024 was 33% , 2023 was 28.4% and 2022 was -3% . L&T Tax Advantage Fund
Growth Launch Date 27 Feb 06 NAV (04 Jul 25) ₹136.342 ↑ 0.14 (0.10 %) Net Assets (Cr) ₹4,129 on 31 May 25 Category Equity - ELSS AMC L&T Investment Management Ltd Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.89 Sharpe Ratio 0.31 Information Ratio 0.58 Alpha Ratio 2.34 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 30 Jun 20 ₹10,000 30 Jun 21 ₹15,399 30 Jun 22 ₹14,532 30 Jun 23 ₹18,691 30 Jun 24 ₹27,170 30 Jun 25 ₹28,843 Returns for L&T Tax Advantage Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Jul 25 Duration Returns 1 Month 3.1% 3 Month 14.4% 6 Month -0.9% 1 Year 3.9% 3 Year 25.4% 5 Year 23% 10 Year 15 Year Since launch 14.5% Historical performance (Yearly) on absolute basis
Year Returns 2024 33% 2023 28.4% 2022 -3% 2021 30.3% 2020 13.5% 2019 4.6% 2018 -8.1% 2017 42.3% 2016 8.1% 2015 2.9% Fund Manager information for L&T Tax Advantage Fund
Name Since Tenure Sonal Gupta 21 Jul 21 3.87 Yr. Abhishek Gupta 1 Mar 24 1.25 Yr. Data below for L&T Tax Advantage Fund as on 31 May 25
Equity Sector Allocation
Sector Value Financial Services 25.6% Consumer Cyclical 19.92% Industrials 17.66% Technology 10.61% Basic Materials 5.73% Health Care 5.16% Energy 4.29% Consumer Defensive 3.36% Utility 3.04% Communication Services 2.1% Real Estate 1.48% Asset Allocation
Asset Class Value Cash 0.78% Equity 99.22% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 06 | HDFCBANK5% ₹226 Cr 1,162,500 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 09 | ICICIBANK4% ₹167 Cr 1,155,500 Reliance Industries Ltd (Energy)
Equity, Since 30 Nov 21 | RELIANCE3% ₹135 Cr 951,812 Infosys Ltd (Technology)
Equity, Since 31 Mar 06 | INFY3% ₹121 Cr 774,900 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Jul 22 | LT3% ₹111 Cr 301,450 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 24 | BHARTIARTL2% ₹87 Cr 467,000 Shriram Finance Ltd (Financial Services)
Equity, Since 30 Jun 23 | SHRIRAMFIN2% ₹83 Cr 1,291,500 State Bank of India (Financial Services)
Equity, Since 31 Jan 19 | SBIN2% ₹80 Cr 984,432 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Oct 23 | 5433202% ₹75 Cr 3,150,000 Persistent Systems Ltd (Technology)
Equity, Since 31 Jul 21 | PERSISTENT2% ₹75 Cr 133,000 5. DSP BlackRock Tax Saver Fund
CAGR/Annualized return of 15.5% since its launch. Ranked 12 in ELSS category. Return for 2024 was 23.9% , 2023 was 30% and 2022 was 4.5% . DSP BlackRock Tax Saver Fund
Growth Launch Date 18 Jan 07 NAV (04 Jul 25) ₹141.851 ↑ 0.71 (0.51 %) Net Assets (Cr) ₹16,974 on 31 May 25 Category Equity - ELSS AMC DSP BlackRock Invmt Managers Pvt. Ltd. Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.78 Sharpe Ratio 0.43 Information Ratio 0.95 Alpha Ratio 3.88 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 30 Jun 20 ₹10,000 30 Jun 21 ₹16,494 30 Jun 22 ₹16,296 30 Jun 23 ₹20,057 30 Jun 24 ₹29,364 30 Jun 25 ₹31,768 Returns for DSP BlackRock Tax Saver Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Jul 25 Duration Returns 1 Month 2.9% 3 Month 10.8% 6 Month 3.6% 1 Year 5.7% 3 Year 24.4% 5 Year 25.4% 10 Year 15 Year Since launch 15.5% Historical performance (Yearly) on absolute basis
Year Returns 2024 23.9% 2023 30% 2022 4.5% 2021 35.1% 2020 15% 2019 14.8% 2018 -7.6% 2017 36.3% 2016 11.3% 2015 4.4% Fund Manager information for DSP BlackRock Tax Saver Fund
Name Since Tenure Rohit Singhania 16 Jul 15 9.88 Yr. Data below for DSP BlackRock Tax Saver Fund as on 31 May 25
Equity Sector Allocation
Sector Value Financial Services 34.44% Health Care 9.92% Consumer Cyclical 9.88% Basic Materials 8.38% Technology 6.64% Industrials 5.63% Consumer Defensive 4.96% Communication Services 4.88% Energy 4.25% Utility 3.76% Asset Allocation
Asset Class Value Cash 7.25% Equity 92.75% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 08 | HDFCBANK7% ₹1,256 Cr 6,455,598 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 16 | ICICIBANK6% ₹1,058 Cr 7,317,696 State Bank of India (Financial Services)
Equity, Since 30 Jun 20 | SBIN5% ₹916 Cr 11,277,834
↑ 1,356,594 Axis Bank Ltd (Financial Services)
Equity, Since 30 Nov 18 | AXISBANK4% ₹758 Cr 6,361,158
↓ -660,096 Infosys Ltd (Technology)
Equity, Since 31 Mar 12 | INFY3% ₹490 Cr 3,135,442
↑ 468,505 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jul 19 | BHARTIARTL3% ₹489 Cr 2,634,816
↓ -267,605 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Oct 22 | KOTAKBANK3% ₹428 Cr 2,062,430
↓ -291,728 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Jun 24 | LT2% ₹393 Cr 1,068,068 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Nov 21 | M&M2% ₹378 Cr 1,269,729 Cipla Ltd (Healthcare)
Equity, Since 30 Apr 23 | CIPLA2% ₹369 Cr 2,514,972 6. Franklin India Taxshield
CAGR/Annualized return of 21.1% since its launch. Ranked 28 in ELSS category. Return for 2024 was 22.4% , 2023 was 31.2% and 2022 was 5.4% . Franklin India Taxshield
Growth Launch Date 10 Apr 99 NAV (04 Jul 25) ₹1,504.04 ↑ 5.64 (0.38 %) Net Assets (Cr) ₹6,719 on 31 May 25 Category Equity - ELSS AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆ Risk Moderately High Expense Ratio 1.83 Sharpe Ratio 0.3 Information Ratio 1.1 Alpha Ratio 1.73 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 30 Jun 20 ₹10,000 30 Jun 21 ₹16,749 30 Jun 22 ₹16,588 30 Jun 23 ₹20,886 30 Jun 24 ₹30,428 30 Jun 25 ₹32,346 Returns for Franklin India Taxshield
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Jul 25 Duration Returns 1 Month 2.7% 3 Month 11.9% 6 Month 1.4% 1 Year 4.9% 3 Year 24.3% 5 Year 25.8% 10 Year 15 Year Since launch 21.1% Historical performance (Yearly) on absolute basis
Year Returns 2024 22.4% 2023 31.2% 2022 5.4% 2021 36.7% 2020 9.8% 2019 5.1% 2018 -3% 2017 29.1% 2016 4.7% 2015 4% Fund Manager information for Franklin India Taxshield
Name Since Tenure R. Janakiraman 2 May 16 9.09 Yr. Rajasa Kakulavarapu 1 Dec 23 1.5 Yr. Data below for Franklin India Taxshield as on 31 May 25
Equity Sector Allocation
Sector Value Financial Services 30.35% Industrials 11.97% Consumer Cyclical 11.02% Technology 9.19% Health Care 6.51% Consumer Defensive 5.51% Basic Materials 5.19% Utility 5.02% Communication Services 4.77% Energy 3.12% Real Estate 1.78% Asset Allocation
Asset Class Value Cash 5.55% Equity 94.45% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK10% ₹657 Cr 4,546,914 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 07 | HDFCBANK9% ₹634 Cr 3,260,417 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Dec 19 | LT5% ₹325 Cr 883,853 Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY4% ₹300 Cr 1,922,741 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 07 | BHARTIARTL4% ₹282 Cr 1,517,753
↓ -268,992 Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 14 | AXISBANK4% ₹269 Cr 2,252,948 HCL Technologies Ltd (Technology)
Equity, Since 31 Oct 21 | HCLTECH4% ₹239 Cr 1,462,587 Reliance Industries Ltd (Energy)
Equity, Since 31 May 22 | RELIANCE3% ₹209 Cr 1,472,922
↑ 23,116 United Spirits Ltd (Consumer Defensive)
Equity, Since 31 Oct 18 | UNITDSPR3% ₹194 Cr 1,276,457 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Nov 17 | KOTAKBANK3% ₹190 Cr 917,310
All efforts have been made to ensure the information provided here is accurate. However, no guarantees are made regarding correctness of data. Please verify with scheme information document before making any investment.
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