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

  • Regular
  • Direct
Category : Fund of Funds
  • NAV
    : ₹ 38.5992 -0.29%
    (as on 06th 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 06th December, 2019)

Period Invested for ₹10000 Invested on Latest Value Absolute Returns Annualised Returns Category Avg Rank within Category
1 Week 29-Nov-19 9932.00 -0.68% - -0.51% 43/69
1 Month 06-Nov-19 10013.90 0.14% - 0.31% 38/69
3 Month 06-Sep-19 10256.40 2.56% - 3.71% 46/68
6 Month 06-Jun-19 10201.10 2.01% - 7.86% 53/68
YTD 01-Jan-19 10572.40 5.72% - 7.74% 53/68
1 Year 06-Dec-18 10751.10 7.51% 7.51% 12.03% 56/67
2 Year 06-Dec-17 11140.00 11.40% 5.55% 7.39% 39/65
3 Year 06-Dec-16 12405.20 24.05% 7.45% 8.94% 47/65
5 Year 05-Dec-14 14649.50 46.49% 7.93% 6.91% 20/63
Since Inception 01-Jan-13 17974.40 79.74% 8.83% 6.99% 29/68

SIP Returns (NAV as on 06th December, 2019)

Period Invested for ₹1000 SIP Started on Investments Latest Value Absolute Returns Annualised Returns
1 Year 06-Dec-18 12000 12416.34 3.47 % 6.48 %
2 Year 06-Dec-17 24000 25561.64 6.51 % 6.18 %
3 Year 06-Dec-16 36000 39641.01 10.11 % 6.35 %
5 Year 05-Dec-14 60000 72473.34 20.79 % 7.48 %
 

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
Edelweiss Greater China Equity Off-shore Fund - Direct Plan - Growth NA 106.65 -0.53 5.93 24.71 26.01 16.85
Motilal Oswal Nasdaq 100 Fund of Fund (MOFN100FOF) - Direct - Growth NA 98.04 1.94 4.38 16.85 24.27 0.00
Invesco India Gold Fund - Direct Plan - Growth NA 14.92 0.00 0.76 17.93 22.89 9.05
Kotak Gold Fund - Direct Plan - Growth NA 197.62 -0.63 -1.39 17.67 22.81 9.97
SBI Gold Fund - Direct Plan - Growth NA 387.79 -0.72 0.05 17.20 22.28 9.74
Nippon India Gold Savings Fund - Direct Plan - Growth NA 749.53 -0.71 0.29 16.12 21.62 8.95
Quantum Gold Savings Fund - Direct Plan NA 18.40 -0.76 0.26 16.54 21.50 8.67
Franklin India Feeder - Franklin U.S. Opportunities Fund - Direct - Growth NA 1004.55 4.35 0.54 11.97 21.28 19.16
HDFC Gold Fund - Direct Plan NA 273.01 -0.57 -0.51 15.81 20.95 9.13
Axis Gold Fund - Direct Plan - Growth NA 57.04 -0.48 -0.38 15.92 20.81 8.83

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 0.77 2.24 4.49 9.73 8.80
Franklin India Short Term Income Plan - Direct - Growth 2 12551.22 -0.13 0.30 1.21 6.51 7.99
Franklin India Liquid Fund - Direct - Growth 2 11999.25 0.47 1.48 3.19 7.09 7.10
Franklin India Equity Fund - Direct - Growth 2 11400.00 0.01 7.16 -1.39 6.50 9.03
Franklin India Focused Equity Fund - Direct - Growth 3 8714.19 1.68 8.88 -1.54 15.71 12.10
Franklin India Prima Fund - Direct - Growth 4 7510.28 0.14 7.79 -0.58 7.51 9.98
Franklin India Smaller Companies Fund - Direct - Growth 3 7030.82 -0.93 3.84 -9.89 -2.49 4.14
Franklin India Bluechip Fund - Direct - Growth 1 6669.50 0.61 8.88 -0.27 8.44 8.79
Franklin India Credit Risk Fund - Direct - Growth 3 6623.87 -0.04 0.32 0.72 5.45 7.47
Franklin India Low Duration Fund - Direct - Growth 3 5703.77 -1.17 -0.63 1.35 5.80 7.58

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