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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
7.72%
3Y annualised
+0.08% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 28 Jan 2022₹60.63
Min. SIP amount₹2,000
Rating2
Fund size₹17.86Cr

Returns and rankings

Category: Other FoF Overseas/Domestic
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns26.4%7.7%7.5%9.4%
Category average14.2%7.4%7.4%NA
Rank with in category12619NA
Understand terms

Holdings (5)

NameSectorInstrumentAssets
Franklin India Corporate Debt Fund Direct-Growth
FinancialMutual Fund63.4%
Franklin India Bluechip Direct Fund-Growth
FinancialMutual Fund15.0%
Franklin India Prima Fund - Direct Plan
FinancialMutual Fund10.0%
Templeton India Value Fund Direct Plan-Growth
FinancialMutual Fund9.9%
Franklin India Dynamic Accrual Direct Plan-Growth
FinancialMutual Fund0.4%

Pros and cons

Category: Other FoF Overseas/Domestic

Pros

Consistently higher annualised returns than category average for the past 1Y, 3Y and 5Y
Lower expense ratio: 0.84%
1Y category rank: 1
Average credit rating of the fund's holdings: AAA This fund has holdings of the highest quality

Cons

Lower AUM: 17Cr. Funds with lower AUM tend to have higher expense ratio
Low rating: 2

Expense ratio, exit load and tax

Expense ratio: 0.84%

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 terms
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

Fund house & investment objective

Fund house contact details

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