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Franklin India Life Stage Fund of Funds The 20s Plan Growth+0.47%

11.75%
1 Year Return
Others
FoF Domestic
1.0star
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 Ratio1.36%
NAV₹94.14 (20 Jan 2021)
Fund Started01 Dec 2003
Fund Size12 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
11.8%
3.5%
10.1%
10.6%
Category Average
15.3%
6.6%
11.9%
-
Rank Within Category
33
26
20
-
*All returns are annualized.
SIP
ONE TIME
Minimum SIP amount500
Amount Per Month₹5,000
Duration
1Y back
3Y back
5Y back
Would have become
0
with 11.8% returns per annum

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 Fund49.2%
Franklin India Corporate Debt Fund Direct-GrowthFinancialMutual Fund15.1%
Franklin India Prima Fund - Direct PlanFinancialMutual Fund15.1%
Templeton India Value Fund Direct Plan-GrowthFinancialMutual Fund14.9%
Franklin India Dynamic Accrual Direct Plan-GrowthFinancialMutual Fund4.0%
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

Paul Parampreet
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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 ₹12 Cr and the Latest NAV as of 20 Jan 2021 is ₹94.14.

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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