Franklin India Taxshield(D)-Direct Plan

43.72 -0.08 (-0.18%) NAV as on 22-Oct-19

PERFORMANCE

Category 3M (%) 6M (%) 1Y (%) 3Y (%) 5Y (%) Since INC.
Scheme Return1.59-0.668.756.579.6513.94
Category Avg4.251.10-6.4211.299.658.37
Category Best10.297.004.5719.8818.4924.63
Category Worst0.82-6.06-25.916.447.59-16.80
SENSEX2.450.8214.1511.547.78-
NIFTY2.13-0.0513.1110.067.70-
NIFTY5002.17-1.5810.167.807.98-

* 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
20190.58-3.02NA5.03
20183.83-0.640.99-6.03
20174.072.628.9312.16
20168.114.76-5.51-1.18
20150.04-0.48-0.405.85
201417.6411.2411.218.61

ANNUAL RETURNS

Year Fund Return Rank in Category Category Total SENSEX
2018-2.11675-22.12
201730.47556832.06
20165.7528629.39
20154.961957-0.6
201458.0795151.98

PEER CATEGORY COMPARISON

Scheme Name NAV(Rs.) As On 09-06-17 Inception Date 1Y (%) 3Y (%) 5Y (%) Since Inception (%)
Axis Long Term Equity Fund(G)48.1031-Dec-0922.8712.8313.117.35
Mirae Asset Tax Saver Fund-Reg(G)17.9328-Dec-1515.4712.74-16.52
SBI Tax Advantage Fund-III-Reg(G)26.9028-Mar-1426.4111.913.7219.43
JM Tax Gain Fund(G)18.1331-Mar-0823.9411.2311.55.28
More from Peer Category Comparison »

Ratios

Statistical Ratios
Standard Deviation [%]16.6634
Semi Standard Deviation [%]0.4738
Beta [%]0.8773
Sharp Ratio [%]0.1552
R-Square [%]0.9328
Expense Ratio [%]1.0300
AVG Ratio [%]0.0587
Other Ratios
Jenson Ratio [%]-0.0118
Treynor Ratio [%]0.0248
Turnover Ratio [%]0.0000
FAMA Ratio [%]0.0027
SORTINO Ratio [%]0.0470

Return Calculator

MARKET STATS As on 23/10/2019 As on 23/10/2019

11604.10 (0.14) 39058.83 (0.24)

TOP GAINERS

Company Price Change Gain (%)
Kuantum Papers447.50385.45621.19
KSS0.100.05100.00

TOP LOSERS

Company Price Change Loss (%)
MPS Infotecnics0.05-0.05-50.00
JIK Industries0.20-0.05-20.00

Portfolio Comparison

MUTUAL FUND ACTIVITY