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Franklin India Life Stage Fund of Funds - The 30s Plan - Growth

  • Regular
  • Direct
Category : Fund of Funds
  • NAV
    : ₹ 78.1657 -0.29%
    (as on 24th September, 2021)
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Not Ranked

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Risk-O-Meter
Moderately High
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Returns (NAV as on 24th September, 2021)

Period Invested for ₹10000 Invested on Latest Value Absolute Returns Annualised Returns Category Avg Rank within Category
1 Week 17-Sep-21 10014.80 0.15% - 0.18% 43/78
1 Month 24-Aug-21 10384.00 3.84% - 0.76% 14/78
3 Month 24-Jun-21 10868.40 8.68% - 1.94% 11/77
6 Month 24-Mar-21 11845.10 18.45% - 10.18% 14/77
YTD 01-Jan-21 13114.30 31.14% - 11.65% 8/74
1 Year 24-Sep-20 15583.10 55.83% 55.83% 28.43% 9/72
2 Year 24-Sep-19 13169.90 31.70% 14.74% 15.88% 34/68
3 Year 24-Sep-18 13602.30 36.02% 10.79% 11.51% 36/66
5 Year 23-Sep-16 15542.40 55.42% 9.21% 9.83% 32/62
10 Year 23-Sep-11 28573.20 185.73% 11.06% 9.16% 12/39
Since Inception 01-Dec-03 78165.70 681.66% 12.23% 9.38% 28/104

SIP Returns (NAV as on 24th September, 2021)

Period Invested for ₹1000 SIP Started on Investments Latest Value Absolute Returns Annualised Returns
1 Year 24-Sep-20 12000 14834.01 23.62 % 46.33 %
2 Year 24-Sep-19 24000 32204.87 34.19 % 31.05 %
3 Year 24-Sep-18 36000 48313.02 34.2 % 20.03 %
5 Year 23-Sep-16 60000 82624.16 37.71 % 12.74 %
10 Year 23-Sep-11 120000 214611.57 78.84 % 11.18 %
 

Tax Treatment

If sold after 3 years from purchase date, long term capital gain tax will be applicable. Current tax rate is the lower of (a) 10% of profit or (b) 20% of profit adjusted after indexation benefits. Any cess/surcharge is not included.|If sold before 3 years from purchase date, short term capital gain tax will be applicable. Any profit will be clubbed with your income and taxed at your effective tax rate.

Portfolio (Updated on 31st Aug,2021)

Name Type of Instrument Weight (%)
MF Units MF Units 38.78%
MF Units MF Units 38.78%
MF Units MF Units 35.00%
MF Units MF Units 35.00%
MF Units MF Units 10.03%

Risk Ratios

Ratios calculated on daily returns for last 3 years (Updated as on 31st August, 2021)

  • Standard Deviation

    Low volatility
    14.16vs15.13
    Category Avg
  • Beta

    High volatility
    0.51vs0.36
    Category Avg
  • Sharpe Ratio

    Poor risk adjusted returns
    0.41vs0.54
    Category Avg
  • Treynor's Ratio

    Better risk adjusted returns
    0.11vs-0.13
    Category Avg
  • Jension's Alpha

    Poor risk adjusted returns
    0.1vs4.64
    Category Avg

Alternative Funds (Category Peers)

Scheme Name
Crisil Rank
Asset Size (Cr)
1M
3M
6M
1Y
3Y
ICICI Prudential BHARAT 22 FOF - Growth NA 38.90 10.72 11.80 22.60 85.91 6.95
ICICI Prudential Thematic Advantage Fund (FOF) - Growth NA 72.90 6.71 10.90 27.68 84.97 20.91
ICICI Prudential India Equity FOF - Regular Plan - Growth NA 35.83 7.71 11.92 27.16 77.74 0.00
Franklin India Life Stage Fund of Funds - The 20s Plan - Growth NA 11.86 5.37 9.30 19.57 67.31 13.80
ICICI Prudential Passive Strategy Fund (FOF) - Growth NA 87.96 7.30 12.23 23.03 66.72 15.91
Nippon India Junior BeES FoF - Regular Plan - Growth NA 81.60 8.81 12.27 25.42 65.74 0.00
Quantum Equity Fund of Funds - Growth NA 76.81 7.24 12.81 24.01 62.14 17.28
HSBC Managed Solutions - Growth - Regular Plan - Growth NA 43.62 6.03 10.43 20.21 56.25 16.38
Franklin India Dynamic Asset Allocation Fund of Funds - Growth NA 1131.28 4.26 10.49 23.91 54.67 9.92
DSP World Energy Fund - Regular Plan - Growth NA 145.84 2.63 0.17 10.31 51.71 2.75

More Funds from Franklin Templeton Mutual Fund

Out of 52 mutual fund schemes offered by this AMC, 3 is/are ranked 5 * , 3 is/are ranked 4 * , 8 is/are ranked 3 * , 6 is/are ranked 2 * , 9 is/are ranked 1 * , and 23 schemes are not ranked. See more about AMC

Scheme Name
Crisil Rank
Asset Size (Cr)
1M
3M
6M
1Y
3Y
Franklin India Flexi Cap Fund - Growth 3 9944.47 8.41 13.17 24.96 84.01 18.02
Franklin India Prima Fund - Growth 2 7952.35 8.40 13.02 26.11 76.34 19.23
Franklin India Focused Equity Fund - Growth 3 7755.01 7.46 11.93 24.61 92.06 19.95
Franklin India Smaller Companies Fund - Growth 1 7050.57 9.18 11.67 35.22 95.83 19.08
Franklin India Smaller Companies Fund - Growth 1 7050.57 10.91 17.38 35.09 95.14 18.78
Franklin India Bluechip Fund - Growth 5 6687.30 5.95 9.35 19.92 79.06 16.08
Franklin India Bluechip Fund - Growth 5 6687.30 7.63 12.98 23.15 65.63 17.36
Franklin India Taxshield Fund - Growth 3 4876.56 7.06 10.17 23.39 79.50 15.89
Franklin India Feeder - Franklin U.S. Opportunities Fund - Growth NA 3918.76 0.58 5.45 25.16 35.67 22.95
Franklin India Equity Advantage Fund - Growth 3 2815.05 6.40 10.55 25.80 82.12 16.31

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