Franklin India Life Stage FoF The 40s Plan Growth

Other
FoF Overseas/Domestic
Moderately High Risk
6.29%
3Y annualised
-0.70% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 26 Sep 2022₹57.95
Min. SIP amountNot Supported
Rating2
Fund size₹16.40Cr

Return calculator

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

Returns and rankings

Category: Other FoF Overseas/Domestic
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns2.4%6.3%5.5%9.8%
Category average3.8%7.7%6.0%NA
Rank with in category141920NA
Understand terms

Holdings (5)

NameSectorInstrumentAssets
Franklin India Corporate Debt Fund Direct-Growth
FinancialMutual Fund60.1%
Franklin India Bluechip Direct Fund-Growth
FinancialMutual Fund15.6%
Franklin India Prima Fund - Direct Plan
FinancialMutual Fund10.7%
Templeton India Value Fund Direct Plan-Growth
FinancialMutual Fund10.7%
Franklin India Dynamic Accrual Fund - Segregated Portfolio 2 Direct - Growth
FinancialMutual Fund0.1%

Expense ratio, exit load and tax

Expense ratio: 1.35%

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 terms
Check past data

Minimum investment amounts

Min. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

Fund management

Rajasa Kakulavarapu
Feb 2022 - Present
View details

Education
Ms. Kakulavarapu has done B.Tech and MBA.
Experience
Prior to joining Franklin Templeton Mutual Fund, she has worked with Jefferies India Pvt. Ltd. and Credit Suisse Securities (India) Pvt. Ltd.
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
Indiabulls Finance Center, Tower 2,12th and 13th Floor, Senapati Bapat Marg,Elphinstone Road (West) Mumbai 400013
Phone
1800-425-4255 / 60004255
Launch Date
19 Feb 1996
Website
NA
Franklin Templeton Mutual Fund
Asset Management Company
Custodian
Hongkong & Shanghai Banking Corporation
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,

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