Fund Details
Franklin India Life Stage Fund of Funds The 50s Plus Floating Rate Direct Plan Growth
| Risk | Moderate |
|---|---|
| Min SIP Amount | ₹2000 |
| Expense Ratio | 0.13% |
| NAV | ₹44.68 (20 Jan 2021) |
|---|---|
| Fund Started | 01 Jan 2013 |
| Fund Size | ₹21 Cr |
Returns
Comparison
1. Lower expense ratio - 0.13%
2. 1Y Returns are higher than the category average returns
3. 3Y Returns are higher than the category average returns
4. 5Y Returns are higher than the category average returns
1. Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
2. Risk-adjusted returns are lower compared to the category
Top Holdings
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| Franklin India Savings Fund Direct-Growth | Financial | Mutual Fund | 79.0% |
| Templeton India Value Fund Direct Plan-Growth | Financial | Mutual Fund | 9.8% |
| Franklin India Bluechip Direct Fund-Growth | Financial | Mutual Fund | 9.6% |
Fund Managers
Franklin India Life Stage Fund of Funds The 50s Plus Floating Rate Direct Plan Growth Details
Franklin India Life Stage Fund of Funds The 50s Plus Floating Rate Direct Plan Growth is a Others Mutual Fund Scheme launched by Franklin Templeton Mutual Fund. This scheme was made available to investors on 01 Jan 2013. Paul Parampreet is the Current Fund Manager of Franklin India Life Stage Fund of Funds The 50s Plus Floating Rate Direct Plan Growth fund.The fund currently has an Asset Under Management(AUM) of ₹21 Cr and the Latest NAV as of 20 Jan 2021 is ₹44.68.
The Franklin India Life Stage Fund of Funds The 50s Plus Floating Rate Direct Plan Growth is rated Moderate risk. Minimum SIP Investment is set to 2000. Minimum Lumpsum Investment is 5000. Exit load of 1% 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.
Tax Implications
Returns are taxed as per your Income Tax slab, if sold before 3 years. Negligible Tax (20% with indexation benefit) post 3 years.
