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Franklin India Life Stage Fund of Funds The 40s Plan Growth+0.19%

37.33%
1 Year Return
Others
Conservative
1.0star
6M
1Y
3Y
5Y
All

Fund Details

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

RiskModerately High
Min SIP Amount₹500
Expense Ratio2.02%
NAV₹51.00 (11 May 2021)
Fund Started01 Dec 2003
Fund Size19 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
37.3%
3.6%
6.3%
8.1%
Category Average
14.3%
5.8%
7.3%
-
Rank Within Category
1
28
26
-
*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 37.3% returns per annum

Comparison

Data not available
Pros
1. Age is more than 10 years
2. 1Y Returns are higher than the category average returns
Cons
1. Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
2. 3Y Returns are lower than the category average returns
3. 5Y Returns are lower than the category average returns
4. 10Y Returns are lower than the category average returns
5. Higher expense ratio - 2.02%

Top Holdings

NameSectorInstrument% Assets
Franklin India Corporate Debt Fund Direct-GrowthFinancialMutual Fund57.3%
Franklin India Bluechip Direct Fund-GrowthFinancialMutual Fund14.8%
Franklin India Prima Fund - Direct PlanFinancialMutual Fund9.9%
Templeton India Value Fund Direct Plan-GrowthFinancialMutual Fund9.8%
Franklin India Dynamic Accrual Direct Plan-GrowthFinancialMutual Fund6.7%

Fund Managers

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

Franklin India Life Stage Fund of Funds The 40s 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 40s Plan Growth fund.The fund currently has an Asset Under Management(AUM) of ₹19 Cr and the Latest NAV as of 11 May 2021 is ₹51.00.

The Franklin India Life Stage Fund of Funds The 40s Plan Growth is rated Moderately High risk. Minimum SIP Investment is set to 500. Minimum Lumpsum Investment is 5000. Exit load of 0.75% 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.

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 0.75% 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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