Home>Mutual Funds>FRANKLIN_TEMPLETON>Franklin India Life Stage FoF The 40s Plan Direct Growth

Franklin India Life Stage FoF The 40s Plan Direct Growth

Other
FoF Overseas/Domestic
Moderately High Risk
40.50%
1Y return
+0.10% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 27 Sep 2021₹60.07
Min. SIP amount₹2,000
Rating2star
Fund size₹20.07 Cr

Returns and rankings

Category: Other FoF Overseas/Domestic
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns40.5%8.0%7.9%9.6%
Category average14.2%7.4%7.4%NA
Rank with in category12722NA
Understand termsinfo

Holdings (5)

NameSectorInstrumentAssets
Franklin India Corporate Debt Fund Direct-Growth
FinancialMutual Fund58.5%
Franklin India Bluechip Direct Fund-Growth
FinancialMutual Fund15.2%
Templeton India Value Fund Direct Plan-Growth
FinancialMutual Fund10.1%
Franklin India Prima Fund - Direct Plan
FinancialMutual Fund10.0%
Franklin India Dynamic Accrual Direct Plan-Growth
FinancialMutual Fund1.2%

Pros and cons

info
Category: Other FoF Overseas/Domestic
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Pros

1Y Returns are higher than the category average returns
5Y Returns are higher than the category average returns
3Y Returns are higher than the category average returns
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Cons

Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low

Expense ratio, exit load and tax

Expense ratio: 0.70%

Inclusive of GST

Exit load

Exit load of 0.75% 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
Check past data

Minimum investment amounts

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