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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: Fund of Funds-Domestic
Launch Date: 01-12-2003
Asset Class: Mixed Asset
Benchmark: 65% S&P BSE Sensex+15% Nifty 500+20% Crisil Composite Bond Fund Index
Expense Ratio: 1.58% As on (31-05-2018)
Status: Open Ended Schemes(Other Scheme - FoF Domestic) for subscription
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 13.04 Cr As on (30-06-2018)
Turn over: 11.6%
NAV as on 13-08-2018

82.7176

-0.42 (-0.5067%)

CAGR Since Inception

15.45%

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

Scheme Performance (%)

Data as on - 13-08-2018

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 - -
Fund of Funds-Domestic - - - - - -

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

Period
Data as on - 13-08-2018
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 7.45 10.14 8.98 16.38 12.63
ICICI Prudential Advisor Series - Passive Strategy Fund - Growth 18-12-2003 11.86 13.69 12.06 15.67 11.34
Quantum Equity Fund of Funds - Regular Plan Growth Option 01-04-2017 11.05 0.0 0.0 0.0 0.0
HSBC Managed Solutions - Growth - Growth 30-04-2014 9.98 13.17 10.91 0.0 0.0
ICICI Prudential Advisor Series - Thematic Fund - Growth 18-12-2003 8.64 13.55 13.16 15.97 10.71
HSBC Managed Solutions - Moderate - Growth 30-04-2014 8.54 11.55 10.46 0.0 0.0
Principal Retirement Savings Fund - Progressive Plan - Regular Sub - Plan - Growth 14-12-2015 8.1 10.94 0.0 0.0 0.0
Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option 09-05-2011 8.08 11.06 10.43 16.67 0.0
ICICI Prudential Advisor Series - Conservative Fund - Growth 18-12-2003 7.72 11.08 10.82 14.02 10.52
IDFC Asset Allocation Fund Of Fund-Aggressive Plan-Regular Plan-Growth 11-02-2010 7.63 9.66 8.94 13.03 0.0

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

Asset Allocation (%)

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