Franklin India Life Stage Fund of Funds The 30s Plan Direct Growth

Scheme code: INF090I01IB6 NAV value: ₹ 0.0000 NAV date: 19 December, 2022 TER: 1.60%

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	-23.23	56.68	8.62	12.11	37.82
3 year	-5.32	19.76	9.88	9.24	23.45
5 year	0.79	16.01	9.08	9.00	10.6
7 year	5.12	11.57	9.22	9.15	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	12.11
3 year	6.28	30.95	15.04	9.24
5 year	8.38	26.02	14.22	9
7 year	10.18	15.62	12.93	9.15
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	12.11
3 year	6.56	19.64	13.57	9.24
5 year	9.22	12.29	10.75	9

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.39	20.91	4.75	12.11
3 year	7.68	21.49	15.06	9.24
5 year	10.37	13.5	11.93	9

NIFTY 500

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	20.67	4.16	12.11
3 year	8.04	32.03	17.81	9.24
5 year	8.18	28.64	15.34	9
7 year	10.64	16.42	13.77	9.15
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: ₹12,58,689 - Absolute Returns: ₹58,689 - CAGR: %

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹41,91,390 - Absolute Returns: ₹5,91,390 - CAGR: %

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹74,26,555 - Absolute Returns: ₹14,26,555 - CAGR: %

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,13,26,292 - Absolute Returns: ₹29,26,292 - CAGR: %

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹2,03,03,496 - Absolute Returns: ₹83,03,496 - CAGR: %

Drawdown Metrics

Max Drawdown

-27.27 %

Drawdown Duration

4 months

Recovery Time

8 months

Avg Drawdown

-3.16 %

Calmar Ratio by Duration

1 Y

0.444

3 Y

0.3388

5 Y

0.33

7 Y

0.3355

Benchmark Comparison

vs NIFTY 50

Duration	Alpha	Beta	Upside Capture	Downside Capture	Fund CAGR	Benchmark CAGR
1 year	-1.38	0.51	50.3	49.0	4.83 %	5.92 %
3 years	0.62	0.50	53.5	50.8	11.26 %	14.87 %
5 years	-1.39	0.50	52.9	51.5	7.83 %	11.95 %
7 years	-0.13	0.50	53.2	50.1	9.93 %	13.65 %
10 years	-1.08	0.50	53.2	50.1	6.85 %	9.37 %
12 years	-1.44	0.50	53.2	50.1	5.68 %	7.75 %
15 years	-1.81	0.50	53.2	50.1	4.52 %	6.15 %