Fund Details
Franklin India Life Stage Fund of Funds The 40s Plan Growth
| Risk | Moderately High |
|---|---|
| Min SIP Amount | ₹500 |
| Expense Ratio | 2.02% |
| NAV | ₹51.00 (11 May 2021) |
|---|---|
| Fund Started | 01 Dec 2003 |
| Fund Size | ₹19 Cr |
Returns
Comparison
1. Age is more than 10 years
2. 1Y Returns are higher than the category average returns
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
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| Franklin India Corporate Debt Fund Direct-Growth | Financial | Mutual Fund | 57.3% |
| Franklin India Bluechip Direct Fund-Growth | Financial | Mutual Fund | 14.8% |
| 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 | 6.7% |
Fund Managers
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.
