Franklin India Life Stage FoF The 50s Plus Floating Rate Direct Plan IDCW Quarterly

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Franklin India Life Stage FoF The 50s Plus Floating Rate Direct Plan IDCW Quarterly
Hybrid
Conservative Hybrid
Moderate Risk
Payout
+7.58%
3Y annualised
+0.02% 1D
1M
6M
1Y
3Y
5Y
All
 NAV: 16 Dec 2022
₹14.84
Rating
3
Min. SIP amount
Not Supported
Fund size
₹18.88Cr
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
Holdings (3)NameSectorInstrumentAssets
Franklin India Savings Fund Direct-Growth
FinancialMutual Fund79.17%
Franklin India Bluechip Direct Fund-Growth
FinancialMutual Fund10.44%
Templeton India Value Fund Direct Plan-Growth
FinancialMutual Fund10.40%
Minimum investment amountsMin. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported
Understand termsAnnualised returnsAverage of the yearly returns of a mutual fund over a given period.
Absolute returnsThe total return of a mutual fund over a given period.
Returns and rankingsCategory: Hybrid Conservative Hybrid
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns5.1%7.6%6.9%9.0%
Category average5.9%9.4%9.0%NA
Rank with in category10148NA
Understand terms
Peer ComparisonHybrid, Conservative Hybrid fundsRating1Y3YFund Size(Cr)
UTI Conservative Hybrid Fund Direct IDCW Monthly
4
6.8%10.7%1,690.26
UTI Conservative Hybrid Fund Direct Flexi IDCW
4
6.8%10.7%1,690.26
UTI Conservative Hybrid Fund Direct Monthly Payment
4
6.8%10.7%1,690.26
Nippon India Conservative Hybrid Fund Direct IDCW Monthly
5
9.9%10.1%902.02
Nippon India Conservative Hybrid Fund Direct IDCW quaterly
5
9.9%10.1%902.02
Understand termsExpense ratioA fee payable to a mutual fund house for managing your mutual fund investments. It is the total percentage of a company’s fund assets used for administrative, management, advertising, and other expenses.
TaxA percentage of your capital gains payable to the government upon exiting  your mutual fund investments. Taxation is categorized as long-term capital gains (LTCG) and short-term capital gains (STCG) depending on your holding period and the type of fund.
Exit loadA fee payable to a mutual fund house for exiting a fund (fully or partially) before the completion of a specified period from the date of investment.
Stamp dutyA form of tax payable for the purchase or sale of an asset or security. 
Past expense ratio & exit load
Expense ratio
Exit load
30 Nov 2022 - Present
0.71%
30 Nov 2022 - 30 Nov 2022
0.71%
30 Nov 2022 - 30 Nov 2022
0.71%
30 Nov 2022 - 30 Nov 2022
0.71%
31 Oct 2022 - 30 Nov 2022
0.71%
31 Oct 2022 - 31 Oct 2022
0.71%
31 Oct 2022 - 31 Oct 2022
0.71%
31 Oct 2022 - 31 Oct 2022
0.71%
31 Oct 2022 - 31 Oct 2022
0.71%
30 Sep 2022 - 31 Oct 2022
0.71%
30 Sep 2022 - 30 Sep 2022
0.71%
30 Sep 2022 - 30 Sep 2022
0.71%
30 Sep 2022 - 30 Sep 2022
0.71%
31 Aug 2022 - 30 Sep 2022
0.75%
31 Aug 2022 - 31 Aug 2022
0.75%
31 Aug 2022 - 31 Aug 2022
0.75%
31 Jul 2022 - 31 Aug 2022
0.76%
31 Jul 2022 - 31 Jul 2022
0.76%
31 Jul 2022 - 31 Jul 2022
0.76%
30 Jun 2022 - 31 Jul 2022
0.77%
30 Jun 2022 - 30 Jun 2022
0.77%
30 Jun 2022 - 30 Jun 2022
0.77%
31 May 2022 - 30 Jun 2022
0.77%
31 May 2022 - 31 May 2022
0.77%
31 May 2022 - 31 May 2022
0.77%
30 Apr 2022 - 31 May 2022
0.77%
30 Apr 2022 - 30 Apr 2022
0.77%
30 Apr 2022 - 30 Apr 2022
0.77%
31 Mar 2022 - 30 Apr 2022
0.76%
31 Mar 2022 - 31 Mar 2022
0.76%
31 Mar 2022 - 31 Mar 2022
0.76%
28 Feb 2022 - 31 Mar 2022
0.76%
28 Feb 2022 - 28 Feb 2022
0.76%
28 Feb 2022 - 28 Feb 2022
0.76%
31 Jan 2022 - 28 Feb 2022
0.81%
31 Jan 2022 - 31 Jan 2022
0.81%
31 Dec 2021 - 31 Jan 2022
0.82%
31 Dec 2021 - 31 Dec 2021
0.82%
30 Nov 2021 - 31 Dec 2021
0.79%
31 Oct 2021 - 30 Nov 2021
0.77%
30 Sep 2021 - 31 Oct 2021
0.81%
31 Aug 2021 - 30 Sep 2021
0.80%
31 Jul 2021 - 31 Aug 2021
0.81%
30 Jun 2021 - 31 Jul 2021
0.77%
31 May 2021 - 30 Jun 2021
0.79%
30 Apr 2021 - 31 May 2021
0.76%
31 Mar 2021 - 30 Apr 2021
0.76%
28 Feb 2021 - 31 Mar 2021
0.78%
31 Jan 2021 - 28 Feb 2021
0.79%
31 Dec 2020 - 31 Jan 2021
0.78%
30 Nov 2020 - 31 Dec 2020
0.77%
31 Oct 2020 - 30 Nov 2020
0.78%
30 Sep 2020 - 31 Oct 2020
0.79%
31 Aug 2020 - 30 Sep 2020
0.79%
31 Jul 2020 - 31 Aug 2020
0.80%
30 Jun 2020 - 31 Jul 2020
0.79%
31 May 2020 - 30 Jun 2020
0.79%
30 Apr 2020 - 31 May 2020
0.79%
31 Mar 2020 - 30 Apr 2020
0.79%
29 Feb 2020 - 31 Mar 2020
0.79%
31 Jan 2020 - 29 Feb 2020
0.79%
31 Dec 2019 - 31 Jan 2020
0.80%
30 Nov 2019 - 31 Dec 2019
0.79%
31 Oct 2019 - 30 Nov 2019
0.79%
30 Sep 2019 - 31 Oct 2019
0.79%
31 Aug 2019 - 30 Sep 2019
0.79%
31 Jul 2019 - 31 Aug 2019
0.79%
30 Jun 2019 - 31 Jul 2019
0.79%
31 May 2019 - 30 Jun 2019
0.79%
30 Apr 2019 - 31 May 2019
0.79%
31 Mar 2019 - 30 Apr 2019
0.79%
28 Feb 2019 - 31 Mar 2019
0.79%
31 Jan 2019 - 28 Feb 2019
0.79%
31 Dec 2018 - 31 Jan 2019
0.79%
30 Nov 2018 - 31 Dec 2018
0.79%
31 Oct 2018 - 30 Nov 2018
0.79%
30 Sep 2018 - 31 Oct 2018
0.79%
31 Aug 2018 - 30 Sep 2018
0.79%
31 Jul 2018 - 31 Aug 2018
0.79%
30 Jun 2018 - 31 Jul 2018
0.79%
31 May 2018 - 30 Jun 2018
0.79%
30 Apr 2018 - 31 May 2018
0.79%
31 Mar 2018 - 30 Apr 2018
0.79%
28 Feb 2018 - 31 Mar 2018
0.79%
31 Jan 2018 - 28 Feb 2018
0.79%
31 Dec 2017 - 31 Jan 2018
0.79%
30 Nov 2017 - 31 Dec 2017
0.79%
31 Oct 2017 - 30 Nov 2017
0.79%
Expense ratio, exit load and taxExpense ratio: 0.13%Inclusive of GST
Exit loadExit load of 1% if redeemed within 1 year
Stamp duty0.005% (from July 1st, 2020)
Tax implicationReturns are taxed as per your Income Tax slab.
Understand terms
Check past data
Fund managementRajasa Kakulavarapu
Feb 2022 - Present
View details
Education
Ms. Kakulavarapu has done B.Tech and MBA.
Experience
Prior to joining Franklin Templeton Mutual Fund, she has worked with Jefferies India Pvt. Ltd. and Credit Suisse Securities (India) Pvt. Ltd.
Also manages these schemes
Templeton India Value Fund Growth
Franklin India Flexi Cap Fund Growth
Franklin India ELSS Tax Saver Fund Growth
Franklin India Life Stage FoF The 20s Plan Growth
Franklin India Life Stage FoF The 30s Plan Growth
Franklin India Life Stage FoF The 40s Plan Growth
Franklin India Life Stage FoF The 50s Plus Plan Growth
Franklin India Life Stage FoF The 50s Plus Floating Rate Plan Growth
Franklin India Dividend Yield Fund Growth
Franklin India Multi Asset Allocation Fund Growth
Fund house & investment objective
Franklin Templeton Mutual Fund
Rank (total assets)#11 in India
Total AUM₹1,20,644.02Cr
Date of Incorporation19 Feb 1996
    Franklin India Life Stage FoF The 50s Plus Floating Rate Direct Plan IDCW Quarterly is a Hybrid Mutual Fund Scheme launched by Franklin Templeton Mutual Fund.     This scheme was made available to investors on 19 Feb 1996.     Paul Parampreet is the Current Fund Manager of Franklin India Life Stage FoF The 50s Plus Floating Rate Direct Plan IDCW Quarterly fund.     The fund currently has an Asset Under Management(AUM) of ₹1,20,644 Cr and     the Latest NAV as of 16 Dec 2022 is ₹14.84.  

    The Franklin India Life Stage FoF The 50s Plus Floating Rate Direct Plan IDCW Quarterly is rated Moderate risk.     Minimum SIP Investment is set to ₹500.          Exit load of 1% if redeemed within 1 year
  ;
Investment ObjectiveThe scheme seeks to generate superior risk adjusted returns to investors in line with their chosen asset allocation. 
 
;
Fund benchmarkNifty 500
Scheme Information Document(SID)
Fund house contact details
Address
Unit No.202/203/204, 2nd Floor Dalamal Tower, Plot No. 211Free Press Journal Marg, Nariman Point Mumbai 400013
Phone
1800-425-4255 / 60004255
Launch Date
19 Feb 1996
E-mail
NA
Website
www.franklintempletonindia.com
Franklin Templeton Mutual Fund
Asset Management Company
Custodian
NA
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
Email
[email protected]
Website
www.camsonline.com
Compare funds
Franklin India Life Stage FoF The 50s Plus Floating Rate Direct Plan IDCW Quarterly
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Name	Sector	Instrument	Assets
Franklin India Savings Fund Direct-Growth	Financial	Mutual Fund	79.17%
Franklin India Bluechip Direct Fund-Growth	Financial	Mutual Fund	10.44%
Templeton India Value Fund Direct Plan-Growth	Financial	Mutual Fund	10.40%

	1Y	3Y	5Y	All
Fund returns	5.1%	7.6%	6.9%	9.0%
Category average	5.9%	9.4%	9.0%	NA
Rank with in category	10	14	8	NA

Hybrid, Conservative Hybrid funds	Rating	1Y	3Y	Fund Size(Cr)
UTI Conservative Hybrid Fund Direct IDCW Monthly	4	6.8%	10.7%	1,690.26
UTI Conservative Hybrid Fund Direct Flexi IDCW	4	6.8%	10.7%	1,690.26
UTI Conservative Hybrid Fund Direct Monthly Payment	4	6.8%	10.7%	1,690.26
Nippon India Conservative Hybrid Fund Direct IDCW Monthly	5	9.9%	10.1%	902.02
Nippon India Conservative Hybrid Fund Direct IDCW quaterly	5	9.9%	10.1%	902.02