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

Hybrid
Conservative Hybrid
Moderate Risk
1.61%
3Y annualised
+0.02% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 16 Dec 2022₹40.47
Min. SIP amountNot Supported
Rating1
Fund size₹13.89Cr

Return calculator

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

Holdings (5)

NameSectorInstrumentAssets
Franklin India Corporate Debt Fund Direct-Growth
FinancialMutual Fund78.04%
Franklin India Bluechip Direct Fund-Growth
FinancialMutual Fund10.77%
Templeton India Value Fund Direct Plan-Growth
FinancialMutual Fund10.66%
Franklin India Dynamic Accrual Fund - Segregated Portfolio 2 Direct - Growth
FinancialMutual Fund0.07%
FinancialMutual Fund0.00%

Minimum investment amounts

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

Returns and rankings

Category: Hybrid Conservative Hybrid
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns5.5%1.6%3.1%6.6%
Category average6.5%10.1%9.3%NA
Rank with in category133028NA
Understand terms

Peer Comparison

Hybrid, Conservative Hybrid fundsRating1Y3YFund Size(Cr)
4
7.5%12.9%3,134.41
5
8.9%12.3%2,755.57
4
6.1%12.1%3,401.26
4
7.2%11.7%9,748.22
4
9.1%10.1%895.11

Expense ratio, exit load and tax

Expense ratio: 0.16%

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

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,

Pros and cons

Category: Hybrid Conservative Hybrid

Pros

Lower expense ratio: 0.16%
Average credit rating of the fund's holdings: AAA This fund has holdings of the highest quality
1Y annualised returns higher than category average by 1.6%

Cons

3Y and 5Y annualised returns lower than category average
Low rating: 1

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