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  2. Franklin India Life Stage Fund Of Funds - The 20S Plan (G)

Franklin India Life Stage Fund Of Funds - The 20S Plan (G)

Category: Equity Funds Diversified
Launch Date: 01-12-2003
Asset Class: Equity
Benchmark: Not Available
Expense Ratio: 0.96% As on (29-09-2017)
Status: Open Ended Schemes(Fund of Funds - Domestic) for subscription
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 14.01 Cr As on (29-09-2017)
Turn over: 5.87
NAV as on 21-11-2017

81.6946

0.28 (0.3394%)

CAGR Since Inception

16.21%

PERFORMANCE of Franklin India Life Stage Fund Of Funds - The 20S Plan (G)

Scheme Performance (%)

Data as on - 21-11-2017

Yearly Performance (%)

Fund Managers

Mr. Sachin Padwal-Desai, Mr. Pallab Roy, Mr. Anand Radhakrishnan

Mr. Desai is a B.E and PGDM from IIM Bangalore. Prior to joining Sundaram Mutual Fund he has worked with ICICI Bank, Infosys Technologies and Thermax.

Investment Objective

The scheme seeks to generate superior risk adjusted returns to investors in line with their chosen asset allocation. The scheme will invest in a combination of equity and income funds of Franklin Templeton Mutual Fund. The debt and equity allocation will be automatically rebalanced every 6 months to revert to the steady state levels.

RETURNS CALCULATOR for Franklin India Life Stage Fund Of Funds - The 20S Plan (G)

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

riskometer

Key Performance and Risk Statistics of Franklin India Life Stage Fund Of Funds - The 20S Plan (G)

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Franklin India Life Stage Fund Of Funds - The 20S Plan (G) 10.52 1.04 1.54 0.74 - -
Equity Funds Diversified - - - - - -

PEER COMPARISION of Franklin India Life Stage Fund Of Funds - The 20S Plan (G)

Period
Data as on - 21-11-2017
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Franklin India Life Stage Fund Of Funds - The 20S Plan (G) 01-12-2003 24.79 14.75 10.91 15.77 10.81
Principal Growth Fund-Growth Option 25-10-2000 48.08 24.76 15.9 22.23 7.95
Tata Retirement Savings Fund -Regular Plan -Progressive -Growth 01-11-2011 47.86 23.18 17.77 20.14 0.0
SBI-ETF Nifty Next 50 16-03-2015 45.61 25.23 0.0 0.0 0.0
Reliance ETF Junior BeES 21-02-2003 44.84 0.0 0.0 0.0 0.0
ICICI Prudential Nifty Next 50 Index Fund - Growth 25-06-2010 44.61 24.37 17.45 21.81 0.0
Edelweiss Economic Resurgence Fund - Regular Plan - Growth Option 27-01-2015 44.57 19.68 0.0 0.0 0.0
Aditya Birla Sun Life India Reforms Fund-Growth 25-06-2010 43.9 22.35 13.71 17.16 0.0
Principal Dividend Yield Fund-Growth Plan 15-10-2004 43.82 23.12 12.8 16.38 9.39
BNP PARIBAS Dividend Yield Fund-Growth Option 15-09-2005 43.56 20.66 15.27 20.55 13.65

PORTFOLIO ANALYSIS of Franklin India Life Stage Fund Of Funds - The 20S Plan (G)

Asset Allocation (%)

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