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Franklin India Life Stage Fund of Funds The 20s Plan Direct Growth

Other
FoF Overseas/Domestic
Very High Risk
53.45%
1Y return
+0.30% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 29 Jul 2021₹115.33
Min. SIP Amount₹2,000
Rating1star
Fund Size₹13.93 Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become 0 (0.00%)

Returns and rankings

Category: Other FoF Overseas/Domestic
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns53.5%11.1%10.8%12.5%
Category average42.2%12.7%12.2%NA
Rank with in category42925NA
Understand termsinfo

Holdings (5)

NameSectorInstrumentAssets
Franklin India Bluechip Direct Fund-Growth
FinancialMutual Fund49.1%
Franklin India Corporate Debt Fund Direct-Growth
FinancialMutual Fund18.3%
Franklin India Prima Fund - Direct Plan
FinancialMutual Fund14.9%
Templeton India Value Fund Direct Plan-Growth
FinancialMutual Fund14.8%
Franklin India Dynamic Accrual Direct Plan-Growth
FinancialMutual Fund1.4%

Pros and cons

Category: Other FoF Overseas/Domestic

Pros

  • 1Y Returns are higher than the category average returns

Cons

  • Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
  • 3Y Returns are lower than the category average returns
  • 5Y Returns are lower than the category average returns

Expense ratio, exit load and tax

Expense ratio: 0.95%

Inclusive of GST

Exit load

Exit load of 1% if redeemed within 1 year

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed as per your Income Tax slab, if sold before 3 years. Negligible Tax (20% with indexation benefit) post 3 years.

Understand termsinfo

Minimum investment amounts

Min. for 1st investment₹1,000
Min. for 2nd investment onwards₹5,000
Min. for SIP₹2,000

Fund management

Paul Parampreet
Mar 2018 - Present
View Details
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Fund house & investment objective

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Fund house contact details

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