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Franklin India Life Stage Fund of Funds - The 20s Plan - Growth

  • Regular
  • Direct
Category : Fund of Funds
  • NAV
    : ₹ 82.843 0.57%
    (as on 19th November, 2019)
Crisil Rank

Not Ranked

Rank not available for the fund
Risk-O-Meter
Moderately High
(Min ₹500 for SIP, ₹5000 for one time investment)
This Scheme
VS
  • Nifty 50
  • NA
  • NA
  • Gold
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Returns (NAV as on 19th November, 2019)

Period Invested for ₹10000 Invested on Latest Value Absolute Returns Annualised Returns Category Avg Rank within Category
1 Week 11-Nov-19 10078.60 0.79% - 0.55% 21/71
1 Month 18-Oct-19 10250.50 2.50% - 2.14% 27/71
3 Month 19-Aug-19 10689.70 6.90% - 5.46% 23/70
6 Month 17-May-19 10325.80 3.26% - 8.78% 63/70
YTD 01-Jan-19 10339.20 3.39% - 7.94% 68/70
1 Year 19-Nov-18 10439.60 4.40% 4.40% 11.00% 61/68
2 Year 17-Nov-17 10195.30 1.95% 0.97% 6.55% 65/67
3 Year 18-Nov-16 12455.30 24.55% 7.59% 8.40% 35/64
5 Year 19-Nov-14 13922.00 39.22% 6.84% 6.33% 28/62
10 Year 19-Nov-09 26570.60 165.71% 10.26% 6.94% 3/26
Since Inception 01-Dec-03 82843.00 728.43% 14.15% 7.21% 6/70

SIP Returns (NAV as on 19th November, 2019)

Period Invested for ₹1000 SIP Started on Investments Latest Value Absolute Returns Annualised Returns
1 Year 19-Nov-18 12000 12395.79 3.3 % 6.15 %
2 Year 17-Nov-17 24000 24655.94 2.73 % 2.61 %
3 Year 18-Nov-16 36000 38133.3 5.93 % 3.77 %
5 Year 19-Nov-14 60000 69771.36 16.29 % 5.97 %
10 Year 19-Nov-09 120000 198921.6 65.77 % 9.76 %
 

Tax Treatment

Portfolio (Updated on 31st Oct,2019)

Name Type of Instrument Weight (%)
MF Units MF Units 50.30%
MF Units MF Units 15.32%
MF Units MF Units 15.01%
MF Units MF Units 9.68%
MF Units MF Units 9.61%

Risk Ratios

Ratios calculated on daily returns for last 3 years (Updated as on 31st October, 2019)

  • Standard Deviation

    Low volatility
    9.77vs9.93
    Category Avg
  • Sharpe Ratio

    Poor risk adjusted returns
    0.05vs0.29
    Category Avg
  • Treynor's Ratio

    Better risk adjusted returns
    0.01vs-0.16
    Category Avg

Alternative Funds (Category Peers)

Scheme Name
Crisil Rank
Asset Size (Cr)
1M
3M
6M
1Y
3Y
Kotak World Gold Fund - Growth NA 46.40 1.91 -4.00 32.77 32.44 4.44
DSP World Gold Fund - Regular Plan - Growth NA 327.66 -0.80 -7.92 24.62 28.86 3.85
Edelweiss Greater China Equity Off-shore Fund - Regular Plan - Growth NA 106.65 4.19 13.51 17.61 27.37 16.22
Aditya Birla Sun Life Gold Fund - Regular Plan - Growth NA 74.34 0.76 2.61 17.84 23.00 6.12
Kotak Gold Fund - Growth NA 197.62 -1.27 0.65 19.59 22.38 7.64
SBI Gold Fund - Growth NA 387.79 -0.47 1.81 18.97 22.24 8.16
Axis Gold Fund - Growth NA 57.04 0.50 3.24 18.87 22.06 6.72
Quantum Gold Savings Fund NA 18.40 -0.32 1.91 19.08 21.98 0.00
Nippon India Gold Savings Fund - Growth NA 749.53 -0.19 2.24 19.07 21.91 7.74
HDFC Gold Fund NA 273.01 -0.23 1.63 18.75 21.49 7.73

More Funds from Franklin Templeton Mutual Fund

Out of 64 mutual fund schemes offered by this AMC, 3 is/are ranked 4 * , 10 is/are ranked 3 * , 10 is/are ranked 2 * , 3 is/are ranked 1 * , and 38 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 - Growth 2 19949.81 0.74 2.13 4.64 9.85 8.71
Franklin India Short Term Income Plan - Growth 2 12551.22 0.79 0.89 2.36 7.27 7.60
Franklin India Liquid Fund - Super Institutional Plan - Growth 2 11999.25 0.48 1.51 3.26 7.15 7.06
Franklin India Equity Fund - Growth 2 11400.00 2.07 7.68 2.99 3.22 8.43
Franklin India Focused Equity Fund - Growth 3 8714.19 4.26 8.38 4.64 10.74 10.67
Franklin India Prima Fund - Growth 4 7510.28 1.69 7.27 5.45 6.35 9.42
Franklin India Smaller Companies Fund - Growth 3 7030.82 0.15 3.70 -4.90 -5.52 3.73
Franklin India Bluechip Fund - Growth 1 6669.50 3.38 9.19 3.77 4.45 8.23
Franklin India Credit Risk Fund - Growth 3 6623.87 0.70 0.83 1.87 6.25 7.03
Franklin India Low Duration Fund - Growth 3 5703.77 0.59 1.21 3.11 7.77 7.90

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