Franklin India Life Stage Fund Of Funds - The 40S Plan (D)
| Category: Fund of Funds-Domestic |
| Launch Date: 01-12-2003 |
| Asset Class: Mixed Asset |
| Benchmark: 25%S&P BSE Sensex + 10% Nifty 500 + 65% Crisil Composite Bond Fund Index |
| Expense Ratio: 1.46% As on (30-04-2019) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 13.52 Cr As on (30-04-2019) |
| Turn over: 5.25% |
PERFORMANCE of Franklin India Life Stage Fund Of Funds - The 40S Plan (D)
Scheme Performance (%)
Data as on - 17-05-2019Yearly 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.
RETURNS CALCULATOR for Franklin India Life Stage Fund Of Funds - The 40S Plan (D)
Growth of 10000 In SIP (Fund vs Benchmark)
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
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
Key Performance and Risk Statistics of Franklin India Life Stage Fund Of Funds - The 40S Plan (D)
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| Franklin India Life Stage Fund Of Funds - The 40S Plan (D) | 5.62 | 1.05 | -6.51 | 1.56 | - | - |
| Fund of Funds-Domestic | - | - | - | - | - | - |
PEER COMPARISION of Franklin India Life Stage Fund Of Funds - The 40S Plan (D)
| 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 40S Plan (D) | 01-12-2003 | 3.28 | 3.99 | 7.31 | 8.84 | 10.08 |
| ICICI Prudential Asset Allocator Fund - Growth | 18-12-2003 | 10.08 | 8.78 | 12.17 | 10.99 | 12.01 |
| IDFC All Seasons Bond Fund-Regular Plan-Growth | 13-09-2004 | 8.69 | 6.36 | 7.07 | 7.85 | 7.16 |
| Aditya Birla Sun Life Active Debt Multi Manager FoF Scheme - Regular Plan - Growth Option | 05-12-2006 | 7.79 | 4.98 | 7.08 | 8.07 | 7.32 |
| ICICI Prudential Debt Management Fund - Growth | 18-12-2003 | 7.48 | 6.69 | 7.64 | 9.24 | 7.66 |
| HSBC Managed Solutions - Conservative - Growth | 30-04-2014 | 7.35 | 5.38 | 6.83 | 7.87 | 0.0 |
| Franklin India Dynamic PE Ratio Fund of Funds-Growth | 31-10-2003 | 7.3 | 6.66 | 9.43 | 9.93 | 11.23 |
| ICICI Prudential Moderate Fund - Growth | 18-12-2003 | 6.96 | 6.63 | 7.16 | 7.81 | 8.9 |
| Kotak Asset Allocator Fund Growth | 09-08-2004 | 6.38 | 4.78 | 8.88 | 11.15 | 13.59 |
| Franklin India Life Stage Fund of Funds - The 50s Plus Flo (Gro) | 09-07-2004 | 6.17 | 6.09 | 7.54 | 8.33 | 8.93 |
