Franklin India Life Stage FOFs-20(IDCW)

35.27 0.09 (0.26%) NAV as on 22-Sep-21

PERFORMANCE

Category 3M (%) 6M (%) 1Y (%) 3Y (%) 5Y (%) Since INC.
Scheme Return8.4417.6560.2410.938.6713.47
Category Avg9.7519.5357.6813.578.6720.44
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
20219.05NANA11.50
202010.694.1621.38-23.92
2019-1.13-3.864.484.87
20180.98-0.840.84-5.05
20172.792.987.0010.62
20167.235.13-3.69-1.14

ANNUAL RETURNS

Year Fund Return Rank in Category Category Total SENSEX
20206.47303816.67
20194.1427327.66
2018-4.122729-3.38
201725.2952835.91
20167.3326303.84

PEER CATEGORY COMPARISON

Scheme Name NAV(Rs.) As On 09-06-17 Inception Date 1Y (%) 3Y (%) 5Y (%) Since Inception (%)
ICICI Pru Thematic Advantage Fund(FOF)(G)126.4529-Dec-0376.419.9516.6715.34
Quantum Equity FoF Fund(G)-Direct Plan54.4522-Jul-0957.1816.4513.8314.92
HSBC Managed Solutions India-Growth(G)26.7230-Apr-1450.4815.1212.6314.2
Aditya Birla SL Financial Planning FOF Aggressive Plan(G)33.6510-May-1142.1214.9212.212.4
More from Peer Category Comparison »

Ratios

Statistical Ratios
Standard Deviation [%]16.9538
Semi Standard Deviation [%]0.0637
Beta [%]-1.4945
Sharp Ratio [%]1.0562
R-Square [%]-0.1553
Expense Ratio [%]1.3700
AVG Ratio [%]0.0105
Other Ratios
Jenson Ratio [%]0.1838
Treynor Ratio [%]-0.1235
Turnover Ratio [%]0.0000
FAMA Ratio [%]0.1873
SORTINO Ratio [%]-0.0076

Return Calculator

MARKET STATS As on 23/09/2021 As on 23/09/2021

17807.10 (1.48) 59864.84 (1.59)

TOP GAINERS

Company Price Change Gain (%)
STEL Holdings209.4533.4018.97
Cantabil Retail623.0098.3018.73

TOP LOSERS

Company Price Change Loss (%)
Artemis Medicare39.90-372.90-90.33
JIK Industries0.60-0.05-7.69

Portfolio Comparison

MUTUAL FUND ACTIVITY