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Franklin India Taxshield-Growth

Ranked 180 out of 307 in - India over 36 months
All calculations are in INR unless stated

Objective

The investment objective of Franklin India Taxshield is to provide medium to long-term growth of capital along with income tax rebate. Asset allocation: Equity/Equity related instruments upto 100%,PSU Bonds / Debentures Upto 20% and Money Market Instruments upto 20%.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

India over : 31/10/2015 - 31/10/2018
  • Rank 180/307 Total Return
  • Rank 25/307 Standard Deviation
  • Rank 25/307 Max Drawdown
Fund Name Currency Loss
25 Franklin India Taxshield-Growth INR

-11.9%

26 BGF India A2 EUR INR

-12.0%

27 Edmond de Rothschild India A INR

-12.0%

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -6.3% 3.6% -0.9%
2017 29.1% 11.9% 3.8% 2.3% 8.6%
2016 4.7% -1.4% 7.9% 4.5% -5.8%
2015 4.1% 5.6% -0.2% -0.7% -0.6%
2014 56.9% 8.4% 17.5% 11.0% 11.0%
2013 6.1% -5.2% 1.4% -1.9% 12.5%
2012 29.4% 14.5% -1.2% 7.7% 6.2%
2011 -15.2% -3.2% -0.2% -5.9% -6.8%
2010 23.5% 4.9% 1.7% 14.2% 1.2%
2009 78.8% -1.9% 46.5% 14.9% 8.3%
2008 -49.2% -25.6% -14.1% 0.2% -20.7%
2007 56.0% -4.4% 16.1% 15.2% 21.9%
2006 27.2% 21.5% -13.7% 14.1% 6.3%
2005 48.9% 2.3% 8.2% 22.0% 10.4%
2004 31.9% 2.5% -8.1% 15.9% 20.7%
2003 101.8% -5.4% 25.3% 25.8% 35.3%
2002 14.5% 14.6% -1.8% -10.5% 13.7%
2001 -13.3% -12.7% -2.1% -19.4% 25.7%
2000 12.9% 39.4% -4.2% -8.6% -7.5%
1999 22.2% 71.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. India

Fund Info

  • Launch date10/04/1999
  • Share Class size36,508Mn
  • Base currencyINR
  • ISIN INF090I01775

Purchase Info

  • Min. initial investment500
  • Min. regular additional investment500

Charges

  • Initial investment0.00%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in INR).