Franklin India Life Stage FoF The 20s Plan Direct Growth

Franklin India Life Stage FoF The 20s Plan Direct Growth

Hybrid
Aggressive Hybrid
Very High Risk
+15.03%
3Y annualised
+0.02% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 16 Dec '22
₹129.51
Min. SIP amount
Not Supported
Fund size
₹10.80 Cr
Expense ratio
0.87%

Holdings (6)

NameSectorInstrumentsAssets
Franklin India Bluechip Direct Fund-GrowthFinancialMutual Fund54.30%
Templeton India Value Fund Direct Plan-GrowthFinancialMutual Fund16.26%
Franklin India Prima Fund - Direct PlanFinancialMutual Fund15.77%
Franklin India Corporate Debt Fund Direct-GrowthFinancialMutual Fund13.31%
Franklin India Dynamic Accrual Fund - Segregated Portfolio 2 Direct - GrowthFinancialMutual Fund0.04%
Franklin India Dynamic Accrual Fund - Segregated Portfolio 3 Direct - GrowthFinancialMutual FundNA

Minimum investments

Min. for 1st investment
Not Supported
Min. for 2nd investment
Not Supported
Min. for SIP
Not Supported

Returns and rankings

Annualised returns
Absolute returns
Name1Y3Y5YAll
Fund returns+5.3%+15.0%+9.1%+12.0%
Category average (Hybrid Aggressive Hybrid)+4.7%+14.3%+13.9%--
Rank (Hybrid Aggressive Hybrid)272023--

Exit load, stamp duty and tax

Exit load

Exit load of 1% if redeemed within 1 year

Stamp duty on investment: 0.005% (from July 1st, 2020)

from July 1st 2020

Tax implication

Returns are taxed as per your Income Tax slab.
Check past data

About Franklin India Life Stage FoF The 20s Plan Direct Growth

Franklin India Life Stage FoF The 20s Plan Direct Growth is a Hybrid Mutual Fund Scheme launched by Franklin Templeton Mutual Fund. This scheme was made available to investors on 19 Feb 1996. The fund currently has an Asset Under Management(AUM) of ₹1,26,065 Cr and the Latest NAV as of 16 Dec 2022 is ₹129.51. The Franklin India Life Stage FoF The 20s Plan Direct Growth is rated Very High risk. Minimum SIP Investment is set to ₹500. Exit load of 1% if redeemed within 1 year ;

Investment Objective

The scheme seeks to generate superior risk adjusted returns to investors in line with their chosen asset allocation. The scheme will invest in a combination of equity and income funds of Franklin Templeton Mutual Fund. The debt and equity allocation will be automatically rebalanced every 6 months to revert to the steady state levels.;
Fund benchmarkNifty 500

Fund house

Rank (total assets)#11 in India
Total AUM₹1,26,065.13 Cr
Date of Incorporation19 Feb 1996
Phone1800-425-4255 / 60004255
E-mailNA
Launch Date19 Feb 1996
AddressUnit No.202/203/204, 2nd Floor Dalamal Tower, Plot No. 211Free Press Journal Marg, Nariman Point Mumbai 400013
CustodianNA
Registrar & Transfer AgentCams
Address7th Floor, Tower II, Rayala Towers, 158, Anna Salai,