Franklin India Taxshield(G)

571.94 5.70 (1.01%) NAV as on 25-Jun-19

PERFORMANCE

Category 3M (%) 6M (%) 1Y (%) 3Y (%) 5Y (%) Since INC.
Scheme Return1.855.923.549.7712.1422.15
Category Avg4.251.10-6.4211.2912.148.37
Category Best10.297.004.5719.8818.4924.63
Category Worst0.82-6.06-25.916.447.59-16.80
SENSEX2.5110.309.6214.019.05-
NIFTY2.129.728.1113.099.07-
NIFTY5000.676.242.8812.189.36-

* 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
2019NANANA4.78
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)17.9928-Dec-1511.0819.59-18.31
SBI Tax advantage Fund-II(G)37.0309-Apr-1211.6616.3815.1119.81
JM Tax Gain Fund(G)17.4231-Mar-087.0615.612.735.06
SBI Tax Advantage Fund-III-Reg(G)25.5128-Mar-1412.4215.3915.4319.54
More from Peer Category Comparison »

Ratios

Statistical Ratios
Standard Deviation [%]15.4349
Semi Standard Deviation [%]0.4741
Beta [%]0.8733
Sharp Ratio [%]-0.0197
R-Square [%]0.9073
Expense Ratio [%]1.9300
AVG Ratio [%]0.0438
Other Ratios
Jenson Ratio [%]-0.0274
Treynor Ratio [%]-0.0081
Turnover Ratio [%]19.0700
FAMA Ratio [%]-0.0200
SORTINO Ratio [%]-0.0153

Return Calculator

MARKET STATS As on 25/06/2019 As on 25/06/2019

11796.45 (0.83) 39434.94 (0.80)

TOP GAINERS

Company Price Change Gain (%)
Pradip Overseas4.453.65456.25
KSS0.150.0550.00

TOP LOSERS

Company Price Change Loss (%)
MPS Infotecnics0.05-0.05-50.00
Rushil Decor384.85-96.20-20.00

Portfolio Comparison

MUTUAL FUND ACTIVITY