Franklin India Life Stage Fund of Funds The 40s Plan Direct Growth

Scheme code: INF090I01IE0 NAV value: ₹ 0.0000 NAV date: 19 December, 2022 TER: 1.36%

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	-22.44	41.85	8.58	10.20	37.82
3 year	-4.54	17.39	8.54	8.03	23.45
5 year	1.25	14.02	7.64	7.99	10.6
7 year	4.72	9.96	7.94	7.95	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	10.2
3 year	6.28	30.95	15.04	8.03
5 year	8.38	26.02	14.22	7.99
7 year	10.18	15.62	12.93	7.95
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	10.2
3 year	6.56	19.64	13.57	8.03
5 year	9.22	12.29	10.75	7.99

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.39	20.91	4.75	10.2
3 year	7.68	21.49	15.06	8.03
5 year	10.37	13.5	11.93	7.99

NIFTY 500

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	20.67	4.16	10.2
3 year	8.04	32.03	17.81	8.03
5 year	8.18	28.64	15.34	7.99
7 year	10.64	16.42	13.77	7.95
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: ₹12,52,820 - Absolute Returns: ₹52,820 - CAGR: %

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹41,16,251 - Absolute Returns: ₹5,16,251 - CAGR: %

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹72,45,873 - Absolute Returns: ₹12,45,873 - CAGR: %

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,07,43,679 - Absolute Returns: ₹23,43,679 - CAGR: %

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹1,86,43,513 - Absolute Returns: ₹66,43,513 - CAGR: %

Drawdown Metrics

Max Drawdown

-26.59 %

Drawdown Duration

4 months

Recovery Time

10 months

Avg Drawdown

-2.49 %

Calmar Ratio by Duration

1 Y

0.3836

3 Y

0.302

5 Y

0.3005

7 Y

0.299

Benchmark Comparison

vs NIFTY 50

Duration	Alpha	Beta	Upside Capture	Downside Capture	Fund CAGR	Benchmark CAGR
1 year	-0.57	0.32	33.2	30.0	5.74 %	5.92 %
3 years	-1.56	0.32	35.5	33.2	7.64 %	14.87 %
5 years	-1.91	0.32	35.0	32.8	6.34 %	11.95 %
7 years	-0.50	0.32	35.5	31.4	8.29 %	13.65 %
10 years	-1.69	0.32	35.5	31.4	5.73 %	9.37 %
12 years	-2.15	0.32	35.5	31.4	4.75 %	7.75 %
15 years	-2.61	0.32	35.5	31.4	3.78 %	6.15 %