Last NAV: 35.5528

FRANKLIN INDIA LIFE STAGE FOF 50S PLUS   -   Growth

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

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
7.70% 3.54% 1.47% 30.89% 19.26% 1.00%
Sharpe Ratio Sortino Ratio Calmar Ratio Volatility Max drawdown Positive Months
0.96 0.75 0.25 8.03% -31.07% 71.96%
Riskometer
Moderately-High
Investors understands that their principle will be at moderately high risk

Key Specifications

Category Hybrid: Conservative Hybrid
AUM INR   16.72   Cr.
Inception Date 29/11/2003
Minimum Initial Investment INR   5000
Minimum Subsequent Investment INR   1000
Expense Ratio 1.15

Year Jan Feb March April May June July Aug Sept Oct Nov Dec Total
2003 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 2.97 2.97
2004 -0.33 0.10 0.73 0.92 -3.58 -0.60 0.70 0.25 1.51 -0.43 2.21 2.59 3.99
2005 -0.05 1.18 -0.76 -0.53 1.86 1.18 1.82 1.28 2.09 -1.48 2.34 1.07 10.39
2006 0.88 0.75 2.17 1.65 -1.77 -0.49 0.46 1.96 1.38 1.39 1.43 0.07 10.28
2007 0.74 -1.62 -0.01 1.26 1.62 0.59 3.79 -1.19 2.67 3.14 0.45 2.44 14.62
2008 0.29 -0.58 -3.89 2.37 -0.45 -5.75 1.48 1.40 -3.58 -6.58 -1.17 6.61 -10.12
2009 -1.37 -0.62 2.90 6.10 8.11 1.08 2.81 0.25 2.53 -0.50 2.95 1.20 28.11
2010 -0.58 0.20 2.76 0.76 -1.05 1.12 0.27 0.74 3.48 0.07 -0.09 0.90 8.82
2011 -1.94 -0.52 2.54 0.56 -0.38 0.80 0.10 -1.28 0.26 1.54 -1.68 -0.43 -0.51
2012 3.76 1.70 -0.15 0.37 -0.65 1.64 0.80 0.53 2.46 0.41 1.48 1.19 14.33
2013 1.04 -1.19 0.35 2.46 1.55 -1.06 -2.68 -2.46 1.77 3.42 -0.17 0.96 3.86
2014 -0.43 0.78 2.47 0.66 3.34 2.01 0.43 1.24 1.17 2.28 2.07 0.08 17.28
2015 2.26 0.23 0.13 -0.20 1.22 0.06 1.79 -0.48 0.68 1.02 0.00 0.13 7.01
2016 -0.86 -2.04 3.02 1.11 1.29 0.99 1.98 1.38 0.64 1.04 0.04 -0.25 8.55
2017 1.86 1.25 0.94 1.01 0.83 0.58 2.09 0.18 0.15 1.55 0.11 0.56 11.68
2018 0.69 -0.82 0.06 0.60 -0.21 -0.15 1.53 1.15 -1.98 -0.37 1.62 1.47 3.60
2019 0.10 0.18 2.62 -0.45 0.93 -0.02 -0.69 -0.31 0.86 1.50 0.99 -0.09 5.72
2020 -1.26 -0.52 -6.09 -23.62 0.80 2.56 2.28 0.83 -0.14 1.82 3.61 1.68 -19.53
2021 0.57 5.97 0.58 1.26 2.70 1.42 1.81 2.58 1.00 0.00 0.00 0.00 19.26
all values are in %


Allocation Mandate

Equity Allocation Min: 0   Max: 20
Debt Allocation Min: 0   Max: 80
Commodity Allocation Min: 0   Max: 0
Money Market Min: 0   Max: 80

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About Fund Managers:

Paul Parampreet Franklin

  • Job Since 01/03/2018
  • About Mr. Parampreet is PGDM from IIM Calcutta and B.Tech from IIT Kharagpur. Prior to joining Edelweiss AMC he has worked with Edelweiss Securities Ltd. SDG India Pvt. Ltd. ICICI Bank and with BG India Pvt. Ltd.

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