Home>Mutual Funds>Franklin Templeton Mutual Fund>Franklin India Life Stage FoF The 50s Plus Floating Rate Direct Plan Growth
1M
6M
1Y
3Y
5Y
All
| NAV: 17 Jan 2022 | ₹48.98 |
| Min. SIP amount | ₹2,000 |
| Rating | 3 |
| Fund size | ₹19.42Cr |
Returns and rankings
Category: Other FoF Overseas/Domestic
Annualised returns
Absolute returns
| 1Y | 3Y | 5Y | All | |
|---|---|---|---|---|
| Fund returns | 9.7% | 9.1% | 8.5% | 9.1% |
| Category average | 14.2% | 7.4% | 7.4% | NA |
| Rank with in category | 21 | 21 | 16 | NA |
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Holdings (3)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
Franklin India Savings Fund Direct-Growth | Financial | Mutual Fund | 78.7% |
Franklin India Bluechip Direct Fund-Growth | Financial | Mutual Fund | 10.0% |
Templeton India Value Fund Direct Plan-Growth | Financial | Mutual Fund | 9.9% |
Pros and cons
Category: Other FoF Overseas/Domestic
Pros
3Y and 5Y annualised returns higher than category average
Higher alpha: 1.07
The fund has generated returns higher than benchmark - Nifty 500 - in the last 3Y
Lower expense ratio: 0.23%
Average credit rating of the fund's holdings: AAA
This fund has holdings of the highest quality
Cons
Lower AUM: 19Cr.
Funds with lower AUM tend to have higher expense ratio
1Y annualised returns lower than category average by 4.34%
Expense ratio, exit load and tax
Expense ratio: 0.23%
Inclusive of GST
Exit load
Exit load of 1% 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.
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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
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Fund house & investment objective
Fund house contact details
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