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-2.7021.608.218.9737.82
3 year3.8712.388.348.4923.45
5 year5.7010.758.278.3410.6
7 year7.569.598.618.4910.34

Comparison vs benchmark returns

Index Metrics
NIFTY 50
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -7.0220.625.618.97
3 year 6.2830.9515.048.49
5 year 8.3826.0214.228.34
7 year 10.1815.6212.938.49
10 year 11.4212.9312.18
15 year -5.6515.886.78
NIFTY 100
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -8.4719.784.498.97
3 year 6.5619.6413.578.49
5 year 9.2212.2910.758.34
NIFTY 200
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -8.3920.914.758.97
3 year 7.6821.4915.068.49
5 year 10.3713.511.938.34
NIFTY 500
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -8.4720.674.168.97
3 year 8.0432.0317.818.49
5 year 8.1828.6415.348.34
7 year 10.6416.4213.778.49
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: ₹12,47,508 - 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 %