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Franklin India Life Stage FoF The 40s Plan Direct Growth
+7.63%
3Y annualised
+0.02% 1D
NAV: 16 Dec '22
₹64.24
Min. for SIP
Not Supported
Fund size (AUM)
₹16.30 Cr
Expense ratio
1.08%
Rating
1
Holdings (7)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Franklin India Income Builder Plan A Direct-Growth | Unspecified | Mutual Fund | 61.16% |
| Franklin India Large Cap Fund Direct-Growth | Unspecified | Mutual Fund | 15.50% |
| Templeton India Growth Direct Plan-Growth | Unspecified | Mutual Fund | 10.31% |
| Franklin India Mid Cap Fund Direct-Growth | Unspecified | Mutual Fund | 10.02% |
| Cash/Net Current Assets | Unspecified | Cash/Net Current Assets | 2.92% |
| Franklin India Dynamic Accrual Fund - Segregated Portfolio 2 Direct - Growth | Unspecified | Mutual Fund | 0.10% |
| Franklin India Dynamic Accrual Fund - Segregated Portfolio 3 Direct - Growth | Unspecified | Mutual Fund | -- |
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
| Name | 1Y | 3Y | 5Y | All |
|---|---|---|---|---|
| Fund returns | +5.7% | +7.6% | +6.4% | +9.1% |
| Category average (Hybrid Conservative Hybrid) | +5.5% | +9.1% | +8.0% | -- |
| Rank (Hybrid Conservative Hybrid) | 20 | 22 | 24 | -- |
Exit load, stamp duty and tax
Exit load
Exit load of 0.75% 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
Compare similar funds
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
 | +4.64% | +9.13% | 3,481.42 | |
 | +6.75% | +8.49% | 983.92 | |
 | +2.70% | +8.45% | 3,329.16 | |
 | +3.24% | +8.30% | 178.35 | |
 | +4.51% | +8.10% | 10,226.23 | |
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About Franklin India Life Stage FoF The 40s Plan Direct Growth
Franklin India Life Stage FoF The 40s 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 ₹1,33,800 Cr and the Latest NAV as of 16 Dec 2022 is ₹64.24.
The Franklin India Life Stage FoF The 40s Plan Direct Growth is rated Moderately High risk. Minimum SIP Investment is set to ₹500. Exit load of 0.75% 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.
Fund benchmarkNifty 500
Fund house
Rank (total assets)#11 in India
Total AUM₹1,33,800.03 Cr
Date of Incorporation19 Feb 1996
Launch Date19 Feb 1996
AddressUnit No.202/203/204, 2nd Floor Dalamal Tower, Plot No. 211Free Press Journal Marg, Nariman Point Mumbai 400013
Websitewww.camsonline.com
Address7th Floor, Tower II, Rayala Towers, 158, Anna Salai,