Fund Details
Franklin India Life Stage Fund of Funds The 50s Plus Floating Rate Plan Growth
| Risk | Moderately High |
|---|---|
| Min SIP Amount | ₹500 |
| Expense Ratio | 0.78% |
| NAV | ₹42.18 (04 Dec 2020) |
|---|---|
| Fund Started | 09 Jul 2004 |
| Fund Size | ₹21 Cr |
Returns
as per Historical Returns
Comparison
1. Age is more than 10 years
2. Risk is lower compared to the benchmark
3. 1Y Returns are higher than the benchmark
4. Age is more than 10 years
5. 3Y Returns are higher than the category average returns
6. 5Y Returns are higher than the category average returns
7. 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. Risk-adjusted returns are lower compared to the category
3. 3Y Returns are lower than the benchmark
4. 5Y Returns are lower than the benchmark
5. 10Y Returns are lower than the benchmark
6. Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
7. Risk-adjusted returns are lower compared to the category
Top Holdings
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| Franklin India Savings Fund Direct-Growth | Financial | Mutual Fund | 79.6% |
| Franklin India Bluechip Direct Fund-Growth | Financial | Mutual Fund | 9.8% |
| Templeton India Value Fund Direct Plan-Growth | Financial | Mutual Fund | 9.7% |
Fund Managers
Franklin India Life Stage Fund of Funds The 50s Plus Floating Rate Plan Growth Details
Franklin India Life Stage Fund of Funds The 50s Plus Floating Rate Plan Growth is a Others 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 Growth fund.The fund currently has an Asset Under Management(AUM) of ₹21 Cr and the Latest NAV as of 04 Dec 2020 is ₹42.18.
The Franklin India Life Stage Fund of Funds The 50s Plus Floating Rate Plan Growth is rated Moderately High 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.
