Franklin India Life Stage Fund of Funds The 20s Plan Growth+0.21%

-4.17%
1 Year Return
Others
FoF Domestic
2.0star
6M
1Y
3Y
5Y
All

Fund Details

Franklin India Life Stage Fund of Funds The 20s Plan Growth

RiskModerately High
Min SIP Amount₹500
Expense Ratio1.32%
NAV77.33 (22 Oct 2020)
Fund Started01 Dec 2003
Fund Size10 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Franklin India Life Stage Fund of Funds The 20s Plan Growth
-4.2%
-1.2%
4.0%
12.9%
Category Average
3.6%
2.9%
6.8%
-
Rank within category
40
31
24
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    0
    with -4.2% annual returns

    Comparison

    Data not available
    Pros
    1. Age is more than 10 years
    2. Risk is lower compared to the benchmark
    3. Age is more than 10 years
    Cons
    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
    3. 1Y Returns are lower than the benchmark
    4. 3Y Returns are lower than the benchmark
    5. 5Y Returns are lower than the benchmark
    6. 10Y Returns are lower than the benchmark
    7. Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
    8. Risk-adjusted returns are lower compared to the category
    9. 1Y Returns are lower than the category average returns
    10. 3Y Returns are lower than the category average returns
    11. 5Y Returns are lower than the category average returns
    12. 10Y Returns are lower than the category average returns

    Top Holdings

    NameSectorInstrument% Assets
    Franklin India Bluechip Direct Fund-GrowthFinancialMutual Fund49.3%
    Franklin India Corporate Debt Fund Direct-GrowthFinancialMutual Fund15.3%
    Franklin India Prima Fund - Direct PlanFinancialMutual Fund15.2%
    Templeton India Value Fund Direct Plan-GrowthFinancialMutual Fund14.7%
    Franklin India Dynamic Accrual Direct Plan-GrowthFinancialMutual Fund4.5%
    Franklin India Dynamic Accrual Fund - Segregated Portfolio 2 Direct - GrowthFinancialMutual Fund0.0%
    Franklin India Dynamic Accrual Fund - Segregated Portfolio 3 Direct - GrowthFinancialMutual Fund0.0%

    Fund Managers

    addPaul Parampreet
    Education
    Mr. Parampreet is PGDM from IIM Calcutta and B.Tech from IIT Kharagpur.
    Experience
    Prior to joining Franklin Templeton Mutual Fund he has worked with Edelweiss AMC, Edelweiss Securities Ltd., SDG India Pvt. Ltd., ICICI Bank and with BG India Pvt. Ltd.
    Funds Managed

    Franklin India Life Stage Fund of Funds The 20s Plan Growth Details

    Franklin India Life Stage Fund of Funds The 20s Plan Growth is a Others Mutual Fund Scheme launched by Franklin Templeton Mutual Fund. This scheme was made available to investors on 01 Dec 2003. Paul Parampreet is the Current Fund Manager of Franklin India Life Stage Fund of Funds The 20s Plan Growth fund.The fund currently has an Asset Under Management(AUM) of ₹10 Cr and the Latest NAV as of 22 Oct 2020 is ₹77.33.

    The Franklin India Life Stage Fund of Funds The 20s Plan Growth is rated Moderately High risk. Minimum SIP Investment is set to 500. 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. The scheme will invest in a combination of equity and income funds of Franklin Templeton Mutual Fund. The debt and equity allocation will be automatically rebalanced every 6 months to revert to the steady state levels.

    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.

    Scheme Information Document(SID)

    ₹5000
    Min for First Investment
    ₹1000
    Min for Second Investment
    Exit load of 1% if redeemed within 1 year
    Exit Load

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    About Franklin Templeton Mutual Fund

    Address
    Indiabulls Finance Centre; Tower 2, 12th and 13th Floor; Senapati Bapat Marg; Elphinstone Road (W) Mumbai 400013
    Phone
    022 - 67519100
    Launch Date
    19 Feb 1996
    Franklin Templeton Mutual Fund
    Asset Management Company
    Custodian
    Hongkong & Shanghai Banking Corporation
    Registrar & Transfer Agent
    Templeton
    Address
    Unit 301, III Floor, Campus 4B, RMZ Millenia Business Park, 143 Dr. MGR Road, Kandanchavadi
    Email
    NA
    Website
    NA
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