Franklin India Life Stage Fund of Funds - The 50s Plus Plan Growth - Latest NAV ₹29.212, Returns, Performance & Portfolio

Franklin India Life Stage Fund of Funds - The 50s Plus Plan Growth

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    0.99%
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    (+0.07)29.212

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Fund Summarystar

PeriodReturns(per year)
10 Years4.59%
5 Years0.99%
3 Years-4.61%
1 Year-20.96%
6 Months12.63%
Fund Details
ISININF090I01684
RiskModerately High risk
Fund TypeFund of Funds
NAV29.212
Exit Load1% for 365 Days

More about this fundstar

Top HoldingsWeightage
Franklin India Corporate Debt Dir Gr66.49%
Franklin India Dynamic Accrual Dir Gr11.67%
Franklin India Bluechip Dir Gr9.33%
Templeton India Value Dir Gr9.23%
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 50s Plan

Franklin India Life Stage Fund Of Funds is a scheme which invests in other equity and debt mutual fund. The 50s plan is ideal for investors in the age group of 50-60 years. The scheme will invest 20% capital in equity mutual funds such as FIBCF and TIVF, while the remaining 80% capital is invested in debt funds such as FIDA and FICDF. The fund strives to deliver long-term capital appreciation.

Pros & Cons of Franklin India Life Stage Fund Of Funds-The 50s Plan

Franklin India Life Stage Fund Of Funds-The 50s Plan offers the following benefits:

  • The fund allows investors in their 50s to reduce their risk by investing in a fund with a balanced aggressive and defensive instruments.
  • The fund returns except for 3-years are higher than the average category returns.

Fund Information and Statistics of Franklin India Life Stage Fund Of Funds-The 50s Plan

Inception / Launch date

Franklin India Life Stage Fund Of Funds-The 50s Plan was launched on August 09, 2004, 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 or exit load if units are redeemed after one year from the date of allotment. However, a 1% exit load is charged if units are sold before one year.

Tax benefits of investing in Franklin India Life Stage Fund Of Funds-The 50s 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 was set-up in India in 1996 and has grown over the years. The company strives to put clients first, build relationships, work with integrity, and achieve quality results. It is backed by 600+ investment professionals and 9500+ employees across the globe. Notably, Franklin Templeton has USD 724.1 billion Asset Under Management. ?

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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