Mutual Funds | ||
Franklin India Taxshield Fund Growth |
OVERVIEW | FUND INFO | PORTFOLIO |
Morningstar® Category ELSS (Tax Savings) |
Total Net Assets (mil) 35,425.00 INR |
Morningstar® Benchmark S&P BSE 200 India INR Used throughout report |
Fund Benchmark IISL Nifty 500 PR INR |
RETURNS (%) | FUND | BENCHMARK | CATEGORY |
3M | -2.54 | 0.09 | -0.50 |
6M | -0.57 | 1.92 | 2.45 |
1Y | 3.51 | 8.43 | 10.65 |
3Y* | 4.42 | 4.04 | 6.69 |
5Y* | 15.83 | 11.88 | 16.52 |
10Y* | 9.06 | 4.05 | 6.71 |
*Annualised Return | Data Through 15/02/2018 |
QUARTERLY RETURNS (%) | Q1 | Q2 | Q3 | Q4 |
2018 | - | - | - | - |
2017 | 15.29 | -2.20 | -2.30 | 9.45 |
2016 | -6.13 | 8.55 | 4.73 | -1.49 |
2015 | 20.06 | -5.44 | -3.87 | 1.33 |
2014 | 12.25 | 17.44 | 17.20 | 13.34 |
RISK MEASURES | |
3Y Alpha | 1.09 |
3Y Beta | 0.85 |
3Y R-Squared | 90.54 |
3Y Info Ratio | 0.08 |
3Y Tracking Error | 4.12 |
3Y Sharpe Ratio | 0.44 |
3Y Std Dev | 15.43 |
3Y Risk | Low |
5Y Risk | Low |
10Y Risk | Low |
Calculations use S&P BSE 200 India INR (where applicable) |
Morningstar Style BoxTM
* Report as of 16 Feb 2018
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