Fund Details
Franklin India Life Stage Fund of Funds The 40s Plan Growth
| Risk | Moderately High |
|---|---|
| Min SIP Amount | ₹500 |
| Expense Ratio | 1.46% |
| NAV | ₹46.04 (15 Jan 2021) |
|---|---|
| Fund Started | 01 Dec 2003 |
| Fund Size | ₹16 Cr |
Returns
Comparison
1. Age is more than 10 years
2. Risk is lower compared to the benchmark
3. Age is more than 10 years
1. Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
2. Risk-adjusted returns are lower compared to the category
3. Higher expense ratio
4. 1Y Returns are lower than the benchmark
5. 3Y Returns are lower than the benchmark
6. 5Y Returns are lower than the benchmark
7. 10Y Returns are lower than the benchmark
8. Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
9. Risk-adjusted returns are lower compared to the category
10. 1Y Returns are lower than the category average returns
11. 3Y Returns are lower than the category average returns
12. 5Y Returns are lower than the category average returns
13. 10Y Returns are lower than the category average returns
Top Holdings
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| Franklin India Corporate Debt Fund Direct-Growth | Financial | Mutual Fund | 49.1% |
| Franklin India Dynamic Accrual Direct Plan-Growth | Financial | Mutual Fund | 14.3% |
| Franklin India Bluechip Direct Fund-Growth | Financial | Mutual Fund | 14.0% |
| Franklin India Prima Fund - Direct Plan | Financial | Mutual Fund | 9.7% |
| Templeton India Value Fund Direct Plan-Growth | Financial | Mutual Fund | 9.7% |
| Franklin India Dynamic Accrual Fund - Segregated Portfolio 2 Direct - Growth | Financial | Mutual Fund | 0.0% |
| Franklin India Dynamic Accrual Fund - Segregated Portfolio 3 Direct - Growth | Financial | Mutual Fund | 0.0% |
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 ₹16 Cr and the Latest NAV as of 15 Jan 2021 is ₹46.04.
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.
