Fund Details
Franklin India Life Stage Fund of Funds The 50s Plus Floating Rate Plan IDCW Quarterly
| Risk | Moderate |
|---|---|
| Min SIP Amount | ₹500 |
| Expense Ratio | 0.76% |
| NAV | ₹14.57 (14 Jun 2021) |
|---|---|
| Fund Started | 09 Jul 2004 |
| Fund Size | ₹21 Cr |
Returns
Comparison
1. Age is more than 10 years
2. 1Y Returns are higher than the category average returns
3. 3Y Returns are higher than the category average returns
4. 5Y Returns are higher than the category average returns
5. 10Y 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
Top Holdings
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| Franklin India Savings Fund Direct-Growth | Financial | Mutual Fund | 78.8% |
| Templeton India Value Fund Direct Plan-Growth | Financial | Mutual Fund | 9.9% |
| Franklin India Bluechip Direct Fund-Growth | Financial | Mutual Fund | 9.9% |
Fund Managers
Franklin India Life Stage Fund of Funds The 50s Plus Floating Rate Plan IDCW Quarterly Details
Franklin India Life Stage Fund of Funds The 50s Plus Floating Rate Plan IDCW Quarterly is a Other Mutual Fund Scheme launched by Franklin Templeton Mutual Fund. This scheme was made available to investors on 09 Jul 2004. Paul Parampreet is the Current Fund Manager of Franklin India Life Stage Fund of Funds The 50s Plus Floating Rate Plan IDCW Quarterly fund.The fund currently has an Asset Under Management(AUM) of ₹21 Cr and the Latest NAV as of 14 Jun 2021 is ₹14.57.
The Franklin India Life Stage Fund of Funds The 50s Plus Floating Rate Plan IDCW Quarterly is rated Moderate risk. Minimum SIP Investment is set to 500. Minimum Lumpsum Investment is 5000. Exit load of 1% 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.
