Franklin India LIFE STAGE Fund of Funds THE 20S Plan Direct Growth

Scheme code: INF090I01HY0 NAV value: ₹ 0.0000 NAV date: 19 December, 2022 TER: 1.86%

Fund option: Direct Fund type: Growth

Asset class: Other Asset category: FoF Domestic

Rolling returns

Summary

Duration	Min (%)	Max (%)	Median (%)	Average return (%)	Category average return (%)
1 year	-28.11	71.12	8.81	14.32	37.82
3 year	-6.27	23.65	11.23	10.58	23.45
5 year	-0.57	18.90	10.32	10.08	10.6
7 year	5.96	14.15	10.61	10.46	10.34

Comparison vs benchmark returns

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.02	20.62	5.61	14.32
3 year	6.28	30.95	15.04	10.58
5 year	8.38	26.02	14.22	10.08
7 year	10.18	15.62	12.93	10.46
10 year	11.42	12.93	12.18
15 year	-5.65	15.88	6.78

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	19.78	4.49	14.32
3 year	6.56	19.64	13.57	10.58
5 year	9.22	12.29	10.75	10.08

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.39	20.91	4.75	14.32
3 year	7.68	21.49	15.06	10.58
5 year	10.37	13.5	11.93	10.08

NIFTY 500

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	20.67	4.16	14.32
3 year	8.04	32.03	17.81	10.58
5 year	8.18	28.64	15.34	10.08
7 year	10.64	16.42	13.77	10.46
10 year	12.56	14.06	13.31

SIP rolling returns

Summary

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.

Duration	Invested amount	Final value	Return	CAGR (%)

Comparison vs benchmark returns

Index	Metrics

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,66,618 - Absolute Returns: ₹66,618 - CAGR: %

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹42,72,724 - Absolute Returns: ₹6,72,724 - CAGR: %

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹77,06,818 - Absolute Returns: ₹17,06,818 - CAGR: %

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,19,50,559 - Absolute Returns: ₹35,50,559 - CAGR: %

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹2,21,72,577 - Absolute Returns: ₹1,01,72,577 - CAGR: %

Drawdown Metrics

Max Drawdown

-30.59 %

Drawdown Duration

2 months

Recovery Time

8 months

Avg Drawdown

-4.33 %

Calmar Ratio by Duration

1 Y

0.4682

3 Y

0.3459

5 Y

0.3296

7 Y

0.342

Benchmark Comparison

vs NIFTY 50

Duration	Alpha	Beta	Upside Capture	Downside Capture	Fund CAGR	Benchmark CAGR
1 year	-0.81	0.75	73.0	72.7	5.26 %	5.92 %
3 years	2.62	0.71	74.7	71.7	15.05 %	14.87 %
5 years	-1.34	0.71	73.9	73.9	9.05 %	11.95 %
7 years	-0.01	0.71	74.3	72.7	11.60 %	13.65 %
10 years	-0.56	0.71	74.3	72.7	7.99 %	9.37 %
12 years	-0.78	0.71	74.3	72.7	6.61 %	7.75 %
15 years	-0.99	0.71	74.3	72.7	5.26 %	6.15 %