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

  • Regular
  • Direct
Category : Fund of Funds
  • NAV
    : ₹ 38.5881 -0.03%
    (as on 09th December, 2019)
Crisil Rank

Not Ranked

Rank not available for the fund
Risk-O-Meter
Moderately High
This Scheme
VS
  • Nifty 50
  • NA
  • NA
  • Gold
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Returns (NAV as on 09th December, 2019)

Period Invested for ₹10000 Invested on Latest Value Absolute Returns Annualised Returns Category Avg Rank within Category
1 Week 02-Dec-19 9927.20 -0.73% - -0.47% 48/70
1 Month 08-Nov-19 10029.40 0.29% - 0.40% 31/70
3 Month 09-Sep-19 10234.10 2.34% - 3.18% 47/69
6 Month 07-Jun-19 10205.70 2.06% - 7.70% 53/69
YTD 01-Jan-19 10569.40 5.69% - 7.78% 53/69
1 Year 07-Dec-18 10738.20 7.38% 7.34% 12.90% 58/68
2 Year 08-Dec-17 11085.00 10.85% 5.28% 7.53% 42/66
3 Year 09-Dec-16 12416.00 24.16% 7.48% 8.84% 46/66
5 Year 09-Dec-14 14713.10 47.13% 8.02% 6.95% 19/64
Since Inception 01-Jan-13 17969.30 79.69% 8.81% 6.81% 28/69

SIP Returns (NAV as on 09th December, 2019)

Period Invested for ₹1000 SIP Started on Investments Latest Value Absolute Returns Annualised Returns
1 Year 07-Dec-18 12000 12393.5 3.28 % 6.12 %
2 Year 08-Dec-17 24000 25525.65 6.36 % 6.04 %
3 Year 09-Dec-16 36000 39605.31 10.01 % 6.29 %
5 Year 09-Dec-14 60000 72403.8 20.67 % 7.45 %
 

Tax Treatment

Portfolio (Updated on 31st Oct,2019)

Name Type of Instrument Weight (%)
MF Units MF Units 49.36%
MF Units MF Units 29.79%
MF Units MF Units 10.47%
MF Units MF Units 10.32%
Net Receivables Net Receivables 0.06%

Risk Ratios

Ratios calculated on daily returns for last 3 years (Updated as on 29th November, 2019)

  • Standard Deviation

    Low volatility
    2.73vs9.55
    Category Avg
  • Sharpe Ratio

    Better risk adjusted returns
    0.57vs0.37
    Category Avg
  • Treynor's Ratio

    Poor risk adjusted returns
    0.08vs0.25
    Category Avg

Alternative Funds (Category Peers)

Scheme Name
Crisil Rank
Asset Size (Cr)
1M
3M
6M
1Y
3Y
DSP World Gold Fund - Direct Plan - Growth NA 320.01 0.06 -9.24 15.39 32.25 4.42
Edelweiss Greater China Equity Off-shore Fund - Direct Plan - Growth NA 106.65 -0.14 6.27 25.32 30.83 17.15
Kotak Gold Fund - Direct Plan - Growth NA 197.62 -0.30 -1.55 16.74 22.76 10.03
Motilal Oswal Nasdaq 100 Fund of Fund (MOFN100FOF) - Direct - Growth NA 98.04 3.24 5.06 16.10 22.74 0.00
HSBC Global Consumer Opportunities Fund– Benefiting from China Growing Consumption Power - Direct Plan - Growth NA 3.35 1.54 6.62 13.86 21.32 14.58
SBI Gold Fund - Direct Plan - Growth NA 387.79 -1.25 -1.72 15.58 21.16 9.41
Franklin India Feeder - Franklin U.S. Opportunities Fund - Direct - Growth NA 1004.55 4.77 1.35 10.08 20.87 19.41
Aditya Birla Sun Life Gold Fund - Direct Plan - Growth NA 74.34 -0.19 -0.38 16.36 20.72 8.79
Quantum Gold Savings Fund - Direct Plan NA 18.37 -0.89 -1.19 15.19 20.65 8.67
Nippon India Gold Savings Fund - Direct Plan - Growth NA 749.53 -0.81 -1.34 14.97 20.56 8.79

More Funds from Franklin Templeton Mutual Fund

Out of 64 mutual fund schemes offered by this AMC, 4 is/are ranked 4 * , 10 is/are ranked 3 * , 9 is/are ranked 2 * , 1 is/are ranked 1 * , and 40 schemes are not ranked. See more about AMC

Scheme Name
Crisil Rank
Asset Size (Cr)
1M
3M
6M
1Y
3Y
Franklin India Ultra Short Bond Fund - Super Institutional - Direct - Growth 2 19949.81 0.84 2.20 4.56 9.72 8.87
Franklin India Short Term Income Plan - Direct - Growth 2 12551.22 -0.12 0.19 1.37 6.55 8.12
Franklin India Liquid Fund - Direct - Growth 2 11999.25 0.47 1.48 3.18 7.08 7.11
Franklin India Equity Fund - Direct - Growth 2 11400.00 0.49 6.53 -1.84 5.63 8.53
Franklin India Focused Equity Fund - Direct - Growth 3 8714.19 1.61 8.13 -2.26 14.89 11.24
Franklin India Prima Fund - Direct - Growth 4 7510.28 0.06 6.87 -0.69 7.36 9.37
Franklin India Smaller Companies Fund - Direct - Growth 3 7030.82 -1.32 2.95 -10.38 -2.99 3.58
Franklin India Bluechip Fund - Direct - Growth 1 6669.50 1.22 8.29 -0.64 7.65 8.33
Franklin India Credit Risk Fund - Direct - Growth 3 6623.87 0.01 0.22 0.88 5.51 7.62
Franklin India Low Duration Fund - Direct - Growth 3 5703.77 -1.17 -0.69 1.43 5.81 7.66

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