Franklin India Life Stage Fund of Funds - The 20s Plan - Growth - Latest NAV ₹71.7542, Returns, Performance & Portfolio

Franklin India Life Stage Fund of Funds - The 20s Plan - Growth

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    2.68%
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    (--0.37)71.7542

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Fund Summarystar

PeriodReturns(per year)
10 Years7.5%
5 Years2.68%
3 Years-2.41%
1 Year-11.48%
6 Months-14.92%
Fund Details
ISININF090I01593
RiskModerately High risk
Fund TypeFund of Funds
NAV71.7542
Exit Load1% for 365 Days

More about this fundstar

Top HoldingsWeightage
Franklin India Bluechip Dir Gr49.56%
Templeton India Value Dir Gr14.83%
Franklin India Prima Dir Gr14.74%
Franklin India Corporate Debt Dir Gr12.98%
Franklin India Dynamic Accrual Dir Gr4.64%
Franklin India Dyn Acrl Sgtd Ptf 1DirDiv0%
Franklin India Dyn Acrl Sgtd Ptf 2 DirGr0%
Franklin India Dynamic Accrual Fund- Segregated Portfolio 3- 9.50% Yes Bank0%

About Franklin India Life Stage Fund Of Funds-The 20s Plan

Franklin India Life Stage Fund Of Funds-The 20s Plan as the name suggests is suitable for investors in 20s. The fund invests in other funds which invest in equity and debt instruments. The asset allocation for investors in the 20s is 80% in equity and 20% in debt. The fund strives to deliver long-term capital appreciation.

Pros & Cons of Franklin India Life Stage Fund Of Funds-The 20s Plan

Franklin India Life Stage Fund Of Funds-The 20s Plan offers the following benefits:

  • The scheme empowers young investors to build wealth by taking more risks.
  • It makes investing simple for new investors by simply investing as per their age without having to worry about selecting different funds.
  • The five-year return of the fund is more than twice that of the average category returns.

Fund Information and Statistics of Franklin India Life Stage Fund Of Funds-The 20s Plan

Inception / Launch date

Franklin India Life Stage Fund Of Funds-The 20s Plan was launched on December 01, 2003, by Franklin Templeton India.

Risk level

Investment in this fund are at moderately high-risk and suitable for investors with long-term investment horizon.

Redemption

The redemption request can be made on any business day subject to the NAV price. Proceeds will be dispatched to you by the fund house within 10 working days from the receipt of the redemption request.

Fund Manager

The fund is managed by Mr Paul Parampreet since March 2018. He is a PGDM from IIM and B. tech (Hon) from IIT. He has previously worked Edelweiss Securities Limited.

Entry / Exit load

The fund house does not charge any entry load or exit load if redeemed after one year. However, a 1 % exit load is charged if the units are sold before one year from the date of allotment.

Tax benefits of investing in Franklin India Life Stage Fund Of Funds-The 20s Plan

  • A Short-term capital gain tax will be levied on unitholders as per the income tax slab rate if units are held for less than 36 months.
  • A long-term capital gains tax of 20% is applicable with indexation if units are held for more than 36 months.

About Franklin Templeton India

Franklin Templeton India is a part of Franklin Templeton investments which has USD 724.1 billion Asset Under Management. The fund house brings multiple manager structures that provide investors access to investment teams with distinct styles and capabilities.

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Start your investment

Sorry!
Currently this fund is not available on ClearTax Invest. We request you to checkout other Related funds
Moderately High risk

All investments come with risk. Risk is the volatility or fluctuation in the price (and returns) of the investment. Usually,

  • High Risk = High possible returns
  • Low Risk = Stable, relatively lower returns