Franklin India Life Stage Fund of Funds The 50S Plus Floating Rate Plan Direct Growth
Scheme code: INF090I01JO7
NAV value:
₹ 0.0000
NAV date: 19 December, 2022
TER: 0.13%
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 | -2.70 | 21.60 | 8.21 | 8.97 | 37.82 |
| 3 year | 3.87 | 12.38 | 8.34 | 8.49 | 23.45 |
| 5 year | 5.70 | 10.75 | 8.27 | 8.34 | 10.6 |
| 7 year | 7.56 | 9.59 | 8.61 | 8.49 | 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: ₹12,47,508 - Absolute Returns: ₹47,508 - CAGR: %SIP return for 3 year
- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹40,63,267 - Absolute Returns: ₹4,63,267 - CAGR: %SIP return for 5 year
- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹72,89,653 - Absolute Returns: ₹12,89,653 - CAGR: %SIP return for 7 year
- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,11,05,663 - Absolute Returns: ₹27,05,663 - CAGR: %SIP return for 10 year
- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹1,82,54,494 - Absolute Returns: ₹62,54,494 - CAGR: %Drawdown Metrics
Max Drawdown
-8.25 %
Drawdown Duration
2 months
Recovery Time
3 months
Avg Drawdown
-0.44 %
Calmar Ratio by Duration
1
Y
1.0868
3
Y
1.0286
5
Y
1.0104
7
Y
1.0286
Benchmark Comparison
vs NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Benchmark CAGR |
|---|---|---|---|---|---|---|
| 1 year | -0.63 | 0.18 | 19.9 | 15.8 | 5.76 % | 5.92 % |
| 3 years | 0.29 | 0.17 | 20.5 | 16.1 | 8.25 % | 14.87 % |
| 5 years | -0.05 | 0.18 | 21.1 | 16.4 | 7.42 % | 11.95 % |
| 7 years | 0.18 | 0.18 | 21.6 | 15.8 | 7.95 % | 13.65 % |
| 10 years | -1.51 | 0.18 | 21.6 | 15.8 | 5.50 % | 9.37 % |
| 12 years | -2.15 | 0.18 | 21.6 | 15.8 | 4.57 % | 7.75 % |
| 15 years | -2.80 | 0.18 | 21.6 | 15.8 | 3.64 % | 6.15 % |