Franklin India Life Stage Fund of Funds - The 40s Plan Growth - Latest NAV ₹39.9142, Returns, Performance & Portfolio

Franklin India Life Stage Fund of Funds - The 40s Plan Growth

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    1.91%
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    (+0.11)39.9142

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Fund Summarystar

PeriodReturns(per year)
10 Years6.08%
5 Years1.91%
3 Years-2.97%
1 Year-17.35%
6 Months-19.94%
Fund Details
ISININF090I01650
RiskModerately High risk
Fund TypeFund of Funds
NAV39.9142
Exit Load0.75% for 365 Days

More about this fundstar

Top HoldingsWeightage
Franklin India Corporate Debt Dir Gr36.09%
Franklin India Dynamic Accrual Dir Gr21.09%
Franklin India Bluechip Dir Gr14.73%
Templeton India Value Dir Gr9.74%
Franklin India Prima Dir Gr9.69%
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 40s Plan

Franklin India Life Stage Fund Of Funds as the names suggests invests in other mutual funds. The 40s plan is ideal for investors in 40-50 years of age and the scheme accordingly invests 35% of the capital in equity funds and 65% in debt funds. The fund strives to deliver capital appreciation over a long-term investment horizon.

Pros & Cons of Franklin India Life Stage Fund Of Funds-The 40s Plan

Franklin India Life Stage Fund Of Funds-The 40s Plan offers the following benefits:

  • The scheme empowers investors in their 40s to invest their capital in instruments suited for their goals and risk appetite.
  • The fund adjusts equity and debt allocation every 6 months.
  • The fund returns are higher than the average category return.

Fund Information and Statistics of Franklin India Life Stage Fund Of Funds-The 40s Plan

Inception / Launch date

Franklin India Life Stage Fund Of Funds-The 40s Plan was launched on December 01, 2003, by Franklin Templeton India.

Risk level

Investment in this fund are at moderately high-risk bet and suitable for 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 has previously worked as Edelweiss Securities Ltd., SDG India Pvt. Ltd., ICICI Bank and with BG India Pvt. Ltd.

Entry / Exit load

The fund house does not charge any entry load. An exit load of 0.75% is charged if units are redeemed before 1 year from the date of allotment. However, no exit load is charged after one year.

Tax benefits of investing in Franklin India Life Stage Fund Of Funds-The 40s 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

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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