Franklin India Taxshield(D)-Direct Plan

41.28 0.01 (0.01%) NAV as on 19-Aug-19

PERFORMANCE

Category 3M (%) 6M (%) 1Y (%) 3Y (%) 5Y (%) Since INC.
Scheme Return-3.882.47-7.715.229.8313.35
Category Avg4.251.10-6.4211.299.838.37
Category Best10.297.004.5719.8818.4924.63
Category Worst0.82-6.06-25.916.447.59-16.80
SENSEX-1.395.80-1.4410.037.20-
NIFTY-3.104.24-3.638.456.96-
NIFTY500-3.562.92-7.906.747.29-

* 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
20190.58NANA5.03
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 (%)
Mirae Asset Tax Saver Fund-Reg(G)17.0828-Dec-15-1.6113.32-15.82
Axis Long Term Equity Fund(G)44.1231-Dec-09-2.2310.2112.4216.64
SBI Tax advantage Fund-II(G)34.9909-Apr-12-2.279.6812.8818.46
SBI Tax Advantage Fund-III-Reg(G)24.0628-Mar-142.629.613.0217.66
More from Peer Category Comparison »

Ratios

Statistical Ratios
Standard Deviation [%]16.0959
Semi Standard Deviation [%]0.5060
Beta [%]0.8892
Sharp Ratio [%]-0.2761
R-Square [%]0.9168
Expense Ratio [%]0.9900
AVG Ratio [%]-0.0058
Other Ratios
Jenson Ratio [%]-0.0251
Treynor Ratio [%]-0.0546
Turnover Ratio [%]0.0000
FAMA Ratio [%]-0.0332
SORTINO Ratio [%]-0.0960

Return Calculator

MARKET STATS As on 19/08/2019 As on 19/08/2019

11053.90 (0.06) 37402.49 (0.14)

TOP GAINERS

Company Price Change Gain (%)
BC Power13.958.30146.90
KSS0.150.0550.00

TOP LOSERS

Company Price Change Loss (%)
HSIL61.75-173.10-73.71
Zota Health Care204.50-96.70-32.10

Portfolio Comparison

MUTUAL FUND ACTIVITY