Fund Details
Franklin India Life Stage Fund of Funds The 20s Plan Direct Growth
| Risk | Moderately High |
|---|---|
| Min SIP Amount | ₹2000 |
| Expense Ratio | 0.72% |
| NAV | ₹97.21 (21 Jan 2021) |
|---|---|
| Fund Started | 01 Jan 2013 |
| Fund Size | ₹12 Cr |
Returns
Comparison
1. Lower expense ratio - 0.49%
1. Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
2. Risk-adjusted returns are lower compared to the category
3. 1Y Returns are lower than the category average returns
4. 3Y Returns are lower than the category average returns
5. 5Y Returns are lower than the category average returns
Top Holdings
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| Franklin India Bluechip Direct Fund-Growth | Financial | Mutual Fund | 49.2% |
| Franklin India Corporate Debt Fund Direct-Growth | Financial | Mutual Fund | 15.1% |
| Franklin India Prima Fund - Direct Plan | Financial | Mutual Fund | 15.1% |
| Templeton India Value Fund Direct Plan-Growth | Financial | Mutual Fund | 14.9% |
| Franklin India Dynamic Accrual Direct Plan-Growth | Financial | Mutual Fund | 4.0% |
| Franklin India Dynamic Accrual Fund - Segregated Portfolio 2 Direct - Growth | Financial | Mutual Fund | 0.0% |
| Franklin India Dynamic Accrual Fund - Segregated Portfolio 3 Direct - Growth | Financial | Mutual Fund | 0.0% |
Fund Managers
Franklin India Life Stage Fund of Funds The 20s Plan Direct Growth Details
Franklin India Life Stage Fund of Funds The 20s Plan Direct Growth is a Others Mutual Fund Scheme launched by Franklin Templeton Mutual Fund. This scheme was made available to investors on 01 Jan 2013. Paul Parampreet is the Current Fund Manager of Franklin India Life Stage Fund of Funds The 20s Plan Direct Growth fund.The fund currently has an Asset Under Management(AUM) of ₹12 Cr and the Latest NAV as of 21 Jan 2021 is ₹97.21.
The Franklin India Life Stage Fund of Funds The 20s Plan Direct Growth is rated Moderately High risk. Minimum SIP Investment is set to 2000. Minimum Lumpsum Investment is 5000. 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.
Tax Implications
Returns are taxed as per your Income Tax slab, if sold before 3 years. Negligible Tax (20% with indexation benefit) post 3 years.
