Last NAV: 47.3996

FRANKLIN INDIA LIFE STAGE FOF 50S PLUS - FLOATING RATE   -   Growth

(Old Name : FRANKLIN INDIA LIFE STAGE FUND OF FUNDS 50S PLUS - FLOATING RATE )

INVESTMENT OBJECTIVE : The scheme seeks to generate superior risk adjusted returns to investors in line with their chosen asset allocation.

Annualized Return Last 5 years Last 3 years Last 1 year Year To date Month to date
9.50% 7.52% 7.72% 5.59% -0.32% -0.11%
Sharpe Ratio Sortino Ratio Calmar Ratio Volatility Max drawdown Positive Months
2.41 3.20 1.07 3.93% -8.88% 77.93%
Riskometer
Moderately-High
Investors understands that their principle will be at moderately high risk

Key Specifications

Category Hybrid: Conservative Hybrid
AUM INR   18.56   Cr.
Inception Date 28/06/2004
Minimum Initial Investment INR   5000
Minimum Subsequent Investment INR   1000
Expense Ratio 0.77

Year Jan Feb March April May June July Aug Sept Oct Nov Dec Total
2004 0.00 0.00 0.00 0.00 0.00 0.00 1.06 0.67 1.50 0.25 2.43 2.46 8.64
2005 0.01 1.03 -0.71 -0.45 1.74 1.15 1.84 1.45 2.10 -1.35 2.38 1.57 11.21
2006 1.27 1.18 2.58 1.27 -2.27 -0.05 0.60 2.25 1.56 1.61 1.07 0.87 12.55
2007 1.07 -1.45 0.63 2.24 2.02 0.75 1.76 -0.05 3.06 2.81 0.49 1.92 16.24
2008 -2.61 0.41 -1.22 2.28 -0.15 -3.32 1.56 1.22 -1.68 -3.40 -0.54 1.96 -5.57
2009 0.01 -0.16 2.22 3.48 6.04 0.92 2.22 0.62 1.67 -0.22 1.69 1.08 21.22
2010 -0.38 0.47 1.65 0.38 -0.46 0.96 0.77 0.74 2.15 0.30 0.08 0.99 7.90
2011 -1.26 -0.22 1.92 0.58 0.02 0.62 0.16 -0.89 0.51 1.56 -1.04 -0.39 1.54
2012 2.98 1.48 0.33 0.25 -0.43 1.65 0.64 0.53 1.84 0.46 1.44 0.98 12.79
2013 0.92 -0.72 0.22 1.64 0.57 -0.19 -0.84 -0.50 2.16 2.71 0.35 1.19 7.70
2014 -0.36 0.84 2.37 0.40 2.63 1.82 0.67 1.26 1.02 1.81 1.46 -0.03 14.77
2015 1.88 0.29 0.38 -0.17 1.33 0.26 1.43 -0.60 0.62 0.91 0.16 0.24 6.94
2016 -0.56 -0.81 3.00 0.84 1.22 0.91 1.38 1.02 0.25 0.74 -0.33 -0.04 7.84
2017 1.53 1.23 0.98 0.85 0.80 0.29 1.76 0.08 0.21 1.52 0.27 0.79 10.79
2018 0.86 -0.70 -0.20 1.10 0.23 0.22 1.24 1.26 -1.31 -0.29 1.15 0.78 4.40
2019 0.22 0.46 2.18 0.16 0.87 0.05 -0.61 0.02 1.25 1.33 0.84 0.19 7.16
2020 0.30 -1.05 -4.32 3.15 0.65 1.70 1.15 1.30 -0.64 1.14 2.98 1.54 7.98
2021 0.72 2.50 0.05 0.25 1.81 0.59 0.65 0.94 1.02 0.56 -0.45 0.38 9.38
2022 0.60 -0.80 -0.11 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 -0.32
all values are in %


Allocation Mandate

Equity Allocation Min: 10   Max: 30
Debt Allocation Min: 70   Max: 90
Commodity Allocation Min: 0   Max: 0
Money Market Min: 0   Max: 0

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About Fund Managers:

Rajasa Kakulavarapu Franklin

  • Job Since 07/02/2022
  • About Ms. Kakulavarapu has done B.Tech and MBA. Prior to joining Franklin Templeton Mutual Fund she has worked with Jefferies India Pvt. Ltd. and Credit Suisse Securities (India) Pvt. Ltd.

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