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Franklin India Life Stage Fund of Funds The 40s Plan Growth

Other
FoF Overseas/Domestic
Moderately High Risk
34.99%
1Y return
-0.10% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 05 Aug 2021₹54.45
Min. SIP Amount₹500
Rating2star
Fund Size₹19.57 Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become 0 (0.00%)

Returns and rankings

Category: Other FoF Overseas/Domestic
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns35.0%5.3%6.5%10.1%
Category average14.2%7.4%7.4%NA
Rank with in category12623NA
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

Category: Other FoF Overseas/Domestic

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

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: 1.41%

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

Minimum investment amounts

Min. for 1st investment₹5,000
Min. for 2nd investment onwards₹1,000
Min. for SIP₹500

Fund management

Paul Parampreet
Mar 2018 - Present
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Fund house & investment objective

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Fund house contact details

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