Franklin India Taxshield(D)

37.33 -0.44 (-1.16%) NAV as on 22-Aug-19

PERFORMANCE

Category 3M (%) 6M (%) 1Y (%) 3Y (%) 5Y (%) Since INC.
Scheme Return-8.25-2.61-11.363.558.1221.31
Category Avg4.251.10-6.4211.298.128.37
Category Best10.297.004.5719.8818.4924.63
Category Worst0.82-6.06-25.916.447.59-16.80
SENSEX-6.741.68-4.739.236.66-
NIFTY-8.49-0.47-7.177.576.30-
NIFTY500-9.16-2.25-11.595.796.54-

* Equity - Returns upto 1 year are absolute and over 1 year are CAGR.

* Debt - Returns upto 1 year are annualised and over 1 year are CAGR.

Performance GRAPH

QUARTERLY RETURNS

Year Q1 Q2 Q3 Q4
20190.35NANA4.78
20183.60-0.880.74-6.26
20173.822.348.6311.86
20167.864.51-5.75-1.43
2015-0.17-0.73-0.615.64
201417.4911.0410.968.41

ANNUAL RETURNS

Year Fund Return Rank in Category Category Total SENSEX
2018-3.031675-22.12
201729.11556832.06
20164.7228629.39
20154.051957-0.6
201456.9395151.98

PEER CATEGORY COMPARISON

Scheme Name NAV(Rs.) As On 09-06-17 Inception Date 1Y (%) 3Y (%) 5Y (%) Since Inception (%)
Mirae Asset Tax Saver Fund-Reg(G)16.6228-Dec-15-4.912.54-14.92
Axis Long Term Equity Fund(G)43.2031-Dec-09-5.179.5811.6516.37
SBI Tax Advantage Fund-III-Reg(G)23.7528-Mar-14-0.049.2612.2817.35
SBI Tax advantage Fund-II(G)34.3009-Apr-12-4.829.1512.0218.12
More from Peer Category Comparison »

Ratios

Statistical Ratios
Standard Deviation [%]16.1322
Semi Standard Deviation [%]0.5103
Beta [%]0.8881
Sharp Ratio [%]-0.3598
R-Square [%]0.9174
Expense Ratio [%]1.8600
AVG Ratio [%]-0.0161
Other Ratios
Jenson Ratio [%]-0.0296
Treynor Ratio [%]-0.0700
Turnover Ratio [%]0.0000
FAMA Ratio [%]-0.0408
SORTINO Ratio [%]-0.1221

Return Calculator

MARKET STATS As on 23/08/2019 As on 23/08/2019

10829.35 (0.82) 36701.16 (0.63)

TOP GAINERS

Company Price Change Gain (%)
MPS Infotecnics0.100.05100.00
Prakash Steelage0.200.0533.33

TOP LOSERS

Company Price Change Loss (%)
Neulands Global Inds0.15-0.05-25.00
Visagar Polytex0.20-0.05-20.00

Portfolio Comparison

MUTUAL FUND ACTIVITY