Groww Logo
Home>Mutual Funds>Franklin Templeton Mutual Fund>Franklin India Life Stage FoF The 50s Plus Floating Rate Direct Plan Growth

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

Other
FoF Overseas/Domestic
Moderate Risk
9.05%
3Y annualised
+0.04% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 17 Jan 2022₹48.98
Min. SIP amount₹2,000
Rating3
Fund size₹19.42Cr

Returns and rankings

Category: Other FoF Overseas/Domestic
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns9.7%9.1%8.5%9.1%
Category average14.2%7.4%7.4%NA
Rank with in category212116NA
Understand terms

Holdings (3)

NameSectorInstrumentAssets
Franklin India Savings Fund Direct-Growth
FinancialMutual Fund78.7%
Franklin India Bluechip Direct Fund-Growth
FinancialMutual Fund10.0%
Templeton India Value Fund Direct Plan-Growth
FinancialMutual Fund9.9%

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.

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

Compare funds

Franklin India Life Stage FoF The 50s Plus Floating Rate Direct Plan Growth
VS
Add mutual fund to compare

FAQs

How to Invest in Franklin India Life Stage FoF The 50s Plus Floating Rate Direct Plan Growth
What kind of returns does Franklin India Life Stage FoF The 50s Plus Floating Rate Direct Plan Growth provide?
How much expense ratio is charged by Franklin India Life Stage FoF The 50s Plus Floating Rate Direct Plan Growth?
What is the AUM of Franklin India Life Stage FoF The 50s Plus Floating Rate Direct Plan Growth?
How to Redeem Franklin India Life Stage FoF The 50s Plus Floating Rate Direct Plan Growth?
Can I invest in SIP and Lump Sum of Franklin India Life Stage FoF The 50s Plus Floating Rate Direct Plan Growth?
What is the NAV of Franklin India Life Stage FoF The 50s Plus Floating Rate Direct Plan Growth?
What is the PE and PB ratio of Franklin India Life Stage FoF The 50s Plus Floating Rate Direct Plan Growth?
Loading...
ⓒ 2016-2022 Groww. All rights reserved, Built with in India
MOST POPULAR ON GROWWVERSION - 2.1.3
STOCK MARKET INDICES:  S&P BSE SENSEX |  S&P BSE 100 |  NIFTY 100 |  NIFTY 50 |  NIFTY MIDCAP 100 |  NIFTY BANK |  NIFTY NEXT 50
MUTUAL FUNDS COMPANIES:  ICICI PRUDENTIAL |  HDFC |  NIPPON INDIA |  ADITYA BIRLA SUN LIFE |  SBI |  UTI |  FRANKLIN TEMPLETON |  KOTAK MAHINDRA |  IDFC |  DSP |  AXIS |  TATA |  L&T |  SUNDARAM |  PGIM |  INVESCO |  LIC |  JM FINANCIAL |  BARODA PIONEER |  CANARA ROBECO |  HSBC |  IDBI |  INDIABULLS |  MOTILAL OSWAL |  BNP PARIBAS |  MIRAE ASSET |  PRINCIPAL |  BOI AXA |  UNION KBC |  TAURUS |  EDELWEISS |  NAVI |  MAHINDRA |  QUANTUM |  PPFAS |  IIFL |  Quant |  SHRIRAM |  SAHARA |  ITI