otherVery high risk

Franklin India Index Tax Fund

A specialised fund. Check the scheme details for what it invests in. From Franklin Templeton Mutual Fund. It's been running since 3 Apr 2006.

Latest price per unit

₹38.962

▼ 1.80% today

As of 9 Sep 2011 · updated once each business day

What ₹1 lakh would have become

Based on past returns

Invested 1 year ago

₹90.1k

▼ ₹9.9k loss · -9.9% / year

Invested 3 years ago

₹1.13 L

▲ ₹13.1k gain · 4.2% / year

Invested 5 years ago

₹1.44 L

▲ ₹43.5k gain · 7.5% / year

These are calculations from the fund's past prices, not a prediction. Real future returns can and often do differ.

Price over time

How the per-unit price has moved. Tap a range to zoom in.

Bumpiness & worst drops

Day-to-day bumpiness

29.2%

The value swings roughly 29% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever

-59.32%

A lump sum invested at the previous peak would have temporarily lost about this much before recovering. Finance-speak calls this max drawdown.

Technical details (for the pros)

CAGR — 1 year-9.93%

CAGR — 3 years4.18%

CAGR — 5 years7.50%

CAGR — since launch6.95%

Volatility — 1 year (annualised)18.06%

Volatility — 3 years (annualised)29.24%

Max drawdown — 1 year-23.79%

Max drawdown — 3 years-42.68%

Sharpe ratio — 1 year (rf=6%)-0.92

Sharpe ratio — 3 years (rf=6%)-0.06

Fund info

Fund house: Franklin Templeton Mutual Fund
Category: Income
Plan: —
Option: —
ISIN (Growth): —
ISIN (Div re-invest): —
Fund code: 101037
First price on record: 3 Apr 2006 · 1,342 daily prices

Numbers are computed from stored daily prices from mfapi.in/AMFI. This is descriptive analytics, not investment advice. Past performance is not indicative of future returns.