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-100.0029.916.1620.96
3 year-100.009.672.6312.29
5 year-100.0014.267.0910.81
7 year-100.0010.176.439.64

Comparison vs benchmark returns

Index Metrics
NIFTY 50
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -4.5637.5317.436.16
3 year 6.2833.3215.572.63
5 year 0.7426.0212.917.09
7 year 3.3315.6211.646.43
10 year 3.4917.2210.65
12 year 3.0716.1710.8
15 year 6.9515.6610.87
NIFTY 100
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -6.144.0220.96.16
3 year 6.5632.1215.662.63
5 year 126.212.757.09
7 year 3.815.4211.846.43
10 year 3.81811.09
12 year 3.6316.8611.19
15 year 7.0116.3611.19
NIFTY 200
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -6.4946.3722.676.16
3 year 7.6833.37172.63
5 year 0.7127.6313.157.09
7 year 3.7616.0112.046.43
10 year 3.5616.9410.94
12 year 3.3116.5410.99
15 year 6.5616.4210.95
NIFTY 500
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -7.6947.7523.796.16
3 year 8.0434.4617.982.63
5 year 0.6928.6413.537.09
7 year 3.9716.4212.356.43
10 year 3.5317.7211.24
12 year 3.116.9711.25
15 year 6.6816.9611.2

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 5.83-1.45
3 year 7.352.62
5 year 7.283.37
7 year 6.363.04
NIFTY 100
Duration Average return (%) Fund's return (%)
1 year 6.79-1.45
3 year 7.512.62
5 year 7.253.37
7 year 6.383.04
NIFTY 200
Duration Average return (%) Fund's return (%)
1 year 7.26-1.45
3 year 8.252.62
5 year 7.643.37
7 year 6.583.04
NIFTY 500
Duration Average return (%) Fund's return (%)
1 year 7.47-1.45
3 year 8.742.62
5 year 7.973.37
7 year 6.783.04

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%