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

  • Regular
  • Direct
Category : Fund of Funds
  • NAV
    : ₹ 38.4621 0.09%
    (as on 14th November, 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 14th November, 2019)

Period Invested for ₹10000 Invested on Latest Value Absolute Returns Annualised Returns Category Avg Rank within Category
1 Week 07-Nov-19 9982.50 -0.18% - -0.08% 37/71
1 Month 14-Oct-19 10159.30 1.59% - 2.79% 47/70
3 Month 14-Aug-19 10258.00 2.58% - 4.92% 53/70
6 Month 14-May-19 10331.70 3.32% - 8.46% 61/70
YTD 01-Jan-19 10534.90 5.35% - 7.77% 53/70
1 Year 14-Nov-18 10780.40 7.80% 7.80% 10.98% 47/68
2 Year 14-Nov-17 11109.40 11.09% 5.40% 6.98% 38/67
3 Year 11-Nov-16 12429.30 24.29% 7.50% 8.80% 40/67
5 Year 14-Nov-14 14799.30 47.99% 8.15% 7.14% 21/64
Since Inception 01-Jan-13 17910.60 79.11% 8.85% 6.79% 29/69

SIP Returns (NAV as on 14th November, 2019)

Period Invested for ₹1000 SIP Started on Investments Latest Value Absolute Returns Annualised Returns
1 Year 14-Nov-18 12000 12413.29 3.44 % 6.41 %
2 Year 14-Nov-17 24000 25513 6.3 % 5.98 %
3 Year 11-Nov-16 36000 39650.98 10.14 % 6.37 %
5 Year 14-Nov-14 60000 72559.09 20.93 % 7.53 %
 

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 31st October, 2019)

  • Standard Deviation

    Low volatility
    2.77vs9.93
    Category Avg
  • Sharpe Ratio

    Better risk adjusted returns
    0.41vs0.29
    Category Avg
  • Treynor's Ratio

    Better risk adjusted returns
    0.06vs-0.16
    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 327.66 -2.97 -6.78 24.38 33.10 3.38
Edelweiss Greater China Equity Off-shore Fund - Direct Plan - Growth NA 106.65 5.04 14.86 12.46 28.00 17.78
SBI Gold Fund - Direct Plan - Growth NA 387.79 0.59 3.80 17.78 24.12 7.61
Kotak Gold Fund - Direct Plan - Growth NA 197.62 -1.28 0.94 18.36 23.63 7.14
ICICI Prudential Regular Gold Savings Fund - Direct Plan - Growth NA 82.64 0.56 2.85 17.74 23.29 6.43
IDBI Gold Fund - Direct Plan - Growth NA 33.08 -0.34 -0.73 17.69 22.59 6.46
Invesco India Gold Fund - Direct Plan - Growth NA 14.92 0.10 3.41 19.36 22.59 7.85
Quantum Gold Savings Fund - Direct Plan NA 18.40 0.29 3.03 18.53 22.19 6.69
Nippon India Gold Savings Fund - Direct Plan - Growth NA 749.53 0.28 3.25 18.51 22.11 6.98
Aditya Birla Sun Life Gold Fund - Direct Plan - Growth NA 74.34 -1.69 1.68 17.47 21.97 6.58

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 0.66 2.12 4.62 9.94 8.84
Franklin India Short Term Income Plan - Direct - Growth 2 12551.22 0.47 1.03 2.72 8.19 8.51
Franklin India Liquid Fund - Direct - Growth 2 11999.25 0.49 1.53 3.32 7.26 7.13
Franklin India Equity Fund - Direct - Growth 2 11400.00 2.15 5.62 0.55 3.55 7.67
Franklin India Focused Equity Fund - Direct - Growth 3 8714.19 2.86 4.94 1.94 8.95 9.60
Franklin India Prima Fund - Direct - Growth 4 7510.28 3.90 6.85 4.82 6.50 8.67
Franklin India Smaller Companies Fund - Direct - Growth 3 7030.82 1.28 4.06 -4.82 -5.14 3.26
Franklin India Bluechip Fund - Direct - Growth 1 6669.50 3.30 6.45 1.44 4.18 7.33
Franklin India Credit Risk Fund - Direct - Growth 3 6623.87 0.47 0.89 2.19 7.03 7.95
Franklin India Low Duration Fund - Direct - Growth 3 5703.77 0.44 1.33 3.31 8.28 8.38

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