Franklin India Taxshield(G)

529.08 -1.69 (-0.32%) NAV as on 20-Aug-19

PERFORMANCE

Category 3M (%) 6M (%) 1Y (%) 3Y (%) 5Y (%) Since INC.
Scheme Return-7.190.54-8.524.408.8821.50
Category Avg4.251.10-6.4211.298.888.37
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
20190.35NANA4.78
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
201456.9295151.98

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)17.0328-Dec-15-2.5613.21-15.72
Axis Long Term Equity Fund(G)44.0631-Dec-09-2.8410.1412.3216.62
SBI Tax advantage Fund-II(G)35.0909-Apr-12-2.289.7812.8718.5
SBI Tax Advantage Fund-III-Reg(G)24.1028-Mar-142.069.6512.9717.69
More from Peer Category Comparison »

Ratios

Statistical Ratios
Standard Deviation [%]16.0998
Semi Standard Deviation [%]0.5060
Beta [%]0.8893
Sharp Ratio [%]-0.3009
R-Square [%]0.9168
Expense Ratio [%]1.8600
AVG Ratio [%]-0.0058
Other Ratios
Jenson Ratio [%]-0.0291
Treynor Ratio [%]-0.0590
Turnover Ratio [%]19.5800
FAMA Ratio [%]-0.0371
SORTINO Ratio [%]-0.1034

Return Calculator

MARKET STATS As on 20/08/2019 As on 20/08/2019

11017.00 (-0.33) 37328.01 (-0.20)

TOP GAINERS

Company Price Change Gain (%)
Prakash Steelage0.250.0525.00
Sangam India48.008.0020.00

TOP LOSERS

Company Price Change Loss (%)
MPS Infotecnics0.05-0.05-50.00
Neulands Global Inds0.15-0.05-25.00

Portfolio Comparison

MUTUAL FUND ACTIVITY