Franklin India Life Stage FoF The 40s Plan Growth

Hybrid
Conservative Hybrid
Moderately High Risk
6.89%
3Y annualised
+0.02% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 16 Dec 2022
₹60.07
Rating
2
Min. SIP amount
Not Supported
Fund size
₹16.30Cr

Return calculator

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

Holdings (7)

NameSectorInstrumentAssets
Franklin India Corporate Debt Fund Direct-Growth
FinancialMutual Fund61.16%
Franklin India Bluechip Direct Fund-Growth
FinancialMutual Fund15.50%
Franklin India Bluechip Direct Fund-Growth
FinancialMutual Fund15.50%
Templeton India Value Fund Direct Plan-Growth
FinancialMutual Fund10.31%
Franklin India Prima Fund - Direct Plan
FinancialMutual Fund10.02%
Franklin India Dynamic Accrual Fund - Segregated Portfolio 2 Direct - Growth
FinancialMutual Fund0.10%
FinancialMutual Fund0.00%

Minimum investment amounts

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

Returns and rankings

Category: Hybrid Conservative Hybrid
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns5.0%6.9%5.7%9.9%
Category average4.2%8.9%8.9%NA
Rank with in category171922NA
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Peer Comparison

Hybrid, Conservative Hybrid fundsRating1Y3YFund Size(Cr)
5
6.1%10.9%2,954.69
4
3.0%10.0%3,387.60
5
4.6%9.9%9,786.61
4
7.0%8.9%1,524.07
5
5.1%8.8%130.58

Expense ratio, exit load and tax

Expense ratio: 1.25%

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.

Understand terms
Check past data

Fund house & investment objective

Fund house contact details

Address
Unit No.202/203/204, 2nd Floor Dalamal Tower, Plot No. 211Free Press Journal Marg, Nariman Point Mumbai 400013
Phone
1800-425-4255 / 60004255
Launch Date
19 Feb 1996
Franklin Templeton Mutual Fund
Asset Management Company
Custodian
NA
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,

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