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Franklin India Life Stage FoF The 40s Plan IDCW

Other
FoF Overseas/Domestic
High Risk
37.36%
1Y return
-0.23% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 17 Sep 2021₹14.79
Min. SIP amountNA
Rating2star
Fund size₹20.07 Cr

Returns and rankings

Category: Other FoF Overseas/Domestic
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns37.4%6.6%7.1%10.2%
Category average14.2%7.4%7.4%NA
Rank with in category12419NA
Understand termsinfo

Holdings (5)

NameSectorInstrumentAssets
Franklin India Corporate Debt Fund Direct-Growth
FinancialMutual Fund59.7%
Franklin India Bluechip Direct Fund-Growth
FinancialMutual Fund14.7%
Franklin India Prima Fund - Direct Plan
FinancialMutual Fund9.9%
Templeton India Value Fund Direct Plan-Growth
FinancialMutual Fund9.8%
Franklin India Dynamic Accrual Direct Plan-Growth
FinancialMutual Fund4.5%

Pros and cons

info
Category: Other FoF Overseas/Domestic
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Pros

Age is more than 10 years
1Y Returns are higher than the category average returns
10Y Returns are higher than the category average returns
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Cons

Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
3Y Returns are lower than the category average returns
5Y Returns are lower than the category average returns

Expense ratio, exit load and tax

Expense ratio: 1.44%

Inclusive of GST

Exit load

Exit load of 0.75% if redeemed within 1 year

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed as per your Income Tax slab, if sold before 3 years. Negligible Tax (20% with indexation benefit) post 3 years.

Understand termsinfo
Check past data

Minimum investment amounts

Min. for 1st investmentNA
Min. for 2nd investment onwardsNA
Min. for SIPNA

Fund management

Paul Parampreet
Mar 2018 - Present
View details
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Fund house & investment objective

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Fund house contact details

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