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

Other
FoF Overseas/Domestic
Moderate Risk
8.24%
3Y annualised
+0.02% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 16 Dec 2022₹51.12
Min. SIP amountNot Supported
Rating3
Fund size₹18.88Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Other FoF Overseas/Domestic
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns5.8%8.2%7.4%8.7%
Category average13.1%8.5%7.9%NA
Rank with in category141710NA
Understand terms

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%

Pros and cons

Category: Other FoF Overseas/Domestic

Pros

Cons

Higher alpha: 1.34 The fund has generated returns higher than benchmark - Nifty 500 - in the last 3Y
Lower AUM: 18Cr. Funds with lower AUM tend to have higher expense ratio
Lower expense ratio: 0.13%
Average credit rating of the fund's holdings: AAA This fund has holdings of the highest quality
Consistently higher annualised returns than category average for the past 1Y, 3Y and 5Y

Expense ratio, exit load and tax

Expense ratio: 0.13%

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.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

Fund house & investment objective

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
Franklin Templeton Mutual Fund
Asset Management Company
Custodian
NA
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,

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