Franklin India Life Stage Fund of Funds The 40s Plan Direct Growth

Scheme code: INF090I01IE0 NAV value: ₹ 0.0000 NAV date: 19 December, 2022
Fund option: Direct Fund type: Growth
Asset class: Other Asset category: FoF Domestic

Rolling returns

Summary

Duration Min (%) Max (%) Average return (%) Category average return (%)
1 year-100.0029.916.1620.88
3 year-100.009.672.6312.25
5 year-100.0014.267.0910.76
7 year-100.0010.176.439.59

Comparison vs benchmark returns

Index Metrics
NIFTY 50
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -4.5637.5315.596.16
3 year 6.2833.3215.792.63
5 year 3.5426.0213.57.09
7 year 3.3315.6211.716.43
10 year 3.4917.2210.6
12 year 3.0716.1710.84
15 year 6.9515.6610.88
NIFTY 100
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -6.144.0217.856.16
3 year 6.5632.1215.892.63
5 year 3.6726.213.347.09
7 year 3.815.4211.896.43
10 year 3.81811.04
12 year 3.6316.8611.23
15 year 7.0116.3611.2
NIFTY 200
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -6.4946.3719.176.16
3 year 7.6833.3717.292.63
5 year 3.427.6313.87.09
7 year 3.7616.0112.116.43
10 year 3.5616.9410.91
12 year 3.3116.5411.04
15 year 6.5616.4210.97
NIFTY 500
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -7.6947.7519.786.16
3 year 8.0434.4618.272.63
5 year 3.3728.6414.217.09
7 year 3.9716.4212.416.43
10 year 3.5317.7211.22
12 year 3.116.9711.31
15 year 6.6816.9611.22

Rolling return for 1 year

- Average return: 6.16% - Median return: 7.31% - Average standard deviation: 6.37

Rolling return for 3 year

- Average return: 2.63% - Median return: 5.73% - Average standard deviation: 2.18

Rolling return for 5 year

- Average return: 7.09% - Median return: 7.7% - Average standard deviation: 1.29

Rolling return for 7 year

- Average return: 6.43% - Median return: 7.94% - Average standard deviation: 1.84

SIP rolling returns

Summary

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.
Duration Invested amount Final value Return CAGR (%)
1 year12,00,00011,82,483-17,517-1.45
3 year36,00,00038,90,6462,90,6462.62
5 year60,00,00070,79,59110,79,5913.37
7 year84,00,0001,03,55,83319,55,8333.04

Comparison vs benchmark returns

Index Metrics
NIFTY 50
Duration Average return (%) Fund's return (%)
1 year 4.97-1.45
3 year 7.312.62
5 year 7.483.37
7 year 6.393.04
NIFTY 100
Duration Average return (%) Fund's return (%)
1 year 5.27-1.45
3 year 7.482.62
5 year 7.463.37
7 year 6.413.04
NIFTY 200
Duration Average return (%) Fund's return (%)
1 year 5.62-1.45
3 year 8.242.62
5 year 7.883.37
7 year 6.623.04
NIFTY 500
Duration Average return (%) Fund's return (%)
1 year 5.67-1.45
3 year 8.722.62
5 year 8.233.37
7 year 6.823.04

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹11,82,483 - Absolute Returns: ₹-17,517 - CAGR: -1.45%

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹38,90,646 - Absolute Returns: ₹2,90,646 - CAGR: 2.62%

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹70,79,591 - Absolute Returns: ₹10,79,591 - CAGR: 3.37%

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,03,55,833 - Absolute Returns: ₹19,55,833 - CAGR: 3.04%