Franklin India Life Stage FOFs-20(D)-Direct Plan

29.29 0.11 (0.38%) NAV as on 15-Oct-19

PERFORMANCE

Category 3M (%) 6M (%) 1Y (%) 3Y (%) 5Y (%) Since INC.
Scheme Return-2.98-5.770.272.264.997.81
Category Avg4.091.58-1.849.764.999.13
Category Best8.662.651.5211.1112.9214.34
Category Worst2.26-0.42-4.588.259.69-5.21

* Equity - Returns upto 1 year are absolute and over 1 year are CAGR.

* Debt - Returns upto 1 year are annualised and over 1 year are CAGR.

Performance GRAPH

QUARTERLY RETURNS

Year Q1 Q2 Q3 Q4
2019-1.05-3.79NA4.96
20181.07-0.750.93-4.95
20172.883.087.1010.72
20167.255.21-3.61-1.12
20150.38-0.930.413.77
201415.136.287.685.95

ANNUAL RETURNS

Year Fund Return Rank in Category Category Total SENSEX
2018-3.772729-22.12
201725.7652832.06
20167.5426309.39
20153.632330-0.6
201439.5943051.98

PEER CATEGORY COMPARISON

Scheme Name NAV(Rs.) As On 09-06-17 Inception Date 1Y (%) 3Y (%) 5Y (%) Since Inception (%)
ICICI Pru Passive Strategy Fund(G)65.3522-Dec-035.087.388.2112.53
Quantum Equity FoF Fund(G)-Direct Plan34.6022-Jul-096.647.089.4812.89
HSBC Managed Solutions India-Growth(G)17.5630-Apr-146.576.218.6510.86
HSBC Managed Solutions India-Moderate(G)16.8530-Apr-146.415.968.4210.03
More from Peer Category Comparison »

Ratios

Statistical Ratios
Standard Deviation [%]18.0255
Semi Standard Deviation [%]0.1087
Beta [%]-0.3454
Sharp Ratio [%]-0.0230
R-Square [%]-0.0788
Expense Ratio [%]0.9200
AVG Ratio [%]0.0789
Other Ratios
Jenson Ratio [%]0.0119
Treynor Ratio [%]0.0239
Turnover Ratio [%]0.0000
FAMA Ratio [%]-0.1492
SORTINO Ratio [%]-0.0159

Return Calculator

MARKET STATS As on 15/10/2019 As on 15/10/2019

11428.30 (0.77) 38506.09 (0.76)

TOP GAINERS

Company Price Change Gain (%)
Impex Ferro Tech0.300.0520.00
Gammon Infra Proj0.300.0520.00

TOP LOSERS

Company Price Change Loss (%)
MPS Infotecnics0.05-0.05-50.00
Neulands Global Inds0.15-0.05-25.00

Portfolio Comparison

MUTUAL FUND ACTIVITY