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 | -27.64 | 30.02 | 8.05 | 7.36 | 37.82 |
| 3 year | -6.26 | 14.12 | 7.92 | 5.58 | 23.45 |
| 5 year | -0.03 | 11.72 | 4.30 | 5.88 | 10.6 |
| 7 year | 2.68 | 8.90 | 5.26 | 5.44 | 10.34 |
Comparison vs benchmark returns
| Index | Metrics | |||||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| NIFTY 50 |
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| NIFTY 100 |
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| NIFTY 200 |
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| NIFTY 500 |
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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 % |