Home>Mutual Funds>Franklin Templeton Mutual Fund>Franklin India Life Stage Fund of Funds The 40s Plan Growth
1M
6M
1Y
3Y
5Y
All
| NAV: 05 Aug 2021 | ₹54.45 |
|---|---|
| Min. SIP Amount | ₹500 |
| Rating | 2star |
|---|---|
| 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
| 1Y | 3Y | 5Y | All | |
|---|---|---|---|---|
| Fund returns | 35.0% | 5.3% | 6.5% | 10.1% |
| Category average | 14.2% | 7.4% | 7.4% | NA |
| Rank with in category | 1 | 26 | 23 | NA |
Understand termsinfo
Holdings (5)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
Franklin India Corporate Debt Fund Direct-Growth | Financial | Mutual Fund | 59.7% |
Franklin India Bluechip Direct Fund-Growth | Financial | Mutual Fund | 14.7% |
Franklin India Prima Fund - Direct Plan | Financial | Mutual Fund | 9.9% |
Templeton India Value Fund Direct Plan-Growth | Financial | Mutual Fund | 9.8% |
Franklin India Dynamic Accrual Direct Plan-Growth | Financial | Mutual Fund | 4.5% |
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
View Details
Fund house & investment objective
Fund house contact details
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