Franklin India Life Stage Fund of Funds The 50s Plus Direct Growth

Scheme code: INF090I01IH3 NAV value: ₹ 0.0000 NAV date: 19 December, 2022 TER: 0.00%
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-27.6430.028.057.3637.82
3 year-6.2614.127.925.5823.45
5 year-0.0311.724.305.8810.6
7 year2.688.905.265.4410.34

Comparison vs benchmark returns

Index Metrics
NIFTY 50
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -7.0220.625.617.36
3 year 6.2830.9515.045.58
5 year 8.3826.0214.225.88
7 year 10.1815.6212.935.44
10 year 11.4212.9312.18
15 year -5.6515.886.78
NIFTY 100
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -8.4719.784.497.36
3 year 6.5619.6413.575.58
5 year 9.2212.2910.755.88
NIFTY 200
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -8.3920.914.757.36
3 year 7.6821.4915.065.58
5 year 10.3713.511.935.88
NIFTY 500
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -8.4720.674.167.36
3 year 8.0432.0317.815.58
5 year 8.1828.6415.345.88
7 year 10.6416.4213.775.44
10 year 12.5614.0613.31

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: ₹12,42,406 - Absolute Returns: ₹42,406 - CAGR: %

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹39,65,857 - Absolute Returns: ₹3,65,857 - CAGR: %

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹67,30,303 - Absolute Returns: ₹7,30,303 - CAGR: %

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹95,66,143 - Absolute Returns: ₹11,66,143 - CAGR: %

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹1,59,24,745 - Absolute Returns: ₹39,24,745 - CAGR: %

Drawdown Metrics

Max Drawdown

-30.94 %

Drawdown Duration

4 months

Recovery Time

27 months

Avg Drawdown

-3.40 %

Calmar Ratio by Duration

1 Y

0.2379

3 Y

0.1804

5 Y

0.1901

7 Y

0.1758

Benchmark Comparison

vs NIFTY 50

Duration Alpha Beta Upside Capture Downside Capture Fund CAGR Benchmark CAGR
1 year -0.91 0.19 20.2 16.4 5.48 % 5.92 %
3 years -6.65 0.21 22.5 23.2 1.61 % 14.87 %
5 years -4.59 0.21 22.7 21.8 3.04 % 11.95 %
7 years -2.59 0.20 23.2 20.0 5.38 % 13.65 %
10 years -3.35 0.20 23.2 20.0 3.74 % 9.37 %
12 years -3.66 0.20 23.2 20.0 3.10 % 7.75 %
15 years -3.95 0.20 23.2 20.0 2.48 % 6.15 %