Franklin India Life Stage Fund Of Funds The 20S Plan Direct Growth: NAV, Returns, Calculator, Expense Ratio & Review

Franklin India Life Stage Fund Of Funds The 20S Plan Direct Growth

Very High Risk

Hybrid

3 Star

NAV as of Dec 16, 2022

129.51

0.02%1D Change

Returns since inception

11.98%p.a.

Very High Risk

Hybrid

3 Star

NAV as of Dec 16, 2022

129.51

0.02%1D Change

Returns since inception

11.98%p.a.

Franklin India Life Stage Fund Of Funds The 20S Plan Direct Growth

Very High Risk|Hybrid|3 Star
NAV as of Dec 16, 2022

129.51

0.02%1D

Returns since inception

11.98%p.a.

Returns Calculator

Investment Type

Monthly SIP
One-Time
4000
20
yrs
Total investment₹9.6 Lakhs
Returns0
Final Value0
Absolute ReturnNaN%

Fund Overview

  • Rating3 Star
  • Expense ratio0.87%
  • Exit Load1% within 365 days
  • AUM (Fund size)₹10.8 Crore
  • Lock-in periodNo Lock-in
  • Age12 yrs since Jan 01, 2013
  • Min. investmentSIP ₹500 & Lump. ₹5000
  • RiskVery High
  • Short-term capital gains (STCG)Returns taxed at 20% if you redeem before 1 year
  • Long-term capital gains (LTCG)After 1 year, pay tax of 12.5% on returns of ₹1.25 lakh+ in a financial year

Fund Distribution

Top Holdings
Top Sectors
Holding NameAssets (%)
Franklin India Bluechip Dir Gr54.3%
Templeton India Value Dir Gr16.26%
Franklin India Prima Dir Gr15.77%
Franklin India Corp Dbt Dir Gr13.31%
Call, Cash & Other Assets0.33%

Peer Comparison

Overview
Returns
Risk Ratios
Fund NameAUM (In Crs.)NAVRisk
ICICI Prudential Asset Al...₹ 27,064 Cr
132.58
| 0.07%
High
Axis Income Plus Arbitrag...₹ 1,290 Cr
14.79
| 0.13%
Moderate
ICICI Prudential Debt Man...₹ 112 Cr
47.11
| 0.21%
Moderate
Kotak Multi Asset Allocat...₹ 1,858 Cr
250.09
| 0.03%
Very High

NAV History

FUND

Franklin India Life Stage Fund Of Funds The 20S Plan Direct Growth

NAV (Dec 16, 2022)₹129.51
ClassHybrid | Funds Of Funds
Inception DateJan 01, 2013
Fund ManagerRajasa Kakulavarapu

FUND

Franklin India Life Stage Fund Of Funds The 20S Plan Direct Growth

Initial Price₹10
Min. Investment AmountSIP ₹500 and Lump. ₹5000
Exit Load1% within 365 days

Returns

1W

1M

3M

6M

1Y

3Y

Franklin India Life ...0.38%1.62%3.7%17.01%5.26%15.05%

About Franklin Templeton Asst Mgmt(IND)Pvt Ltd

| Trustee | Franklin Templeton Trustee Services Pvt. Ltd. | | --- | --- | | President | Mr Vivek Kudva | | Year of incorporation | 1995 | | Date of setup | 19 Feb 1996 | | Sponsors | Templeton International Inc. | | AUM | Rs 82,552.87 crore (as of March 2021) | | Website | https://www.franklintempletonindia.com/ | | Phone No. | 022-67519100 | | Email | services@franklintempleton.com | | Address | Indiabulls Finance Centre, Tower 2, 12th & 13th Floor, Senapati Bapat Marg, Elphinstone (West), Mumbai- 400 013. |

Franklin Templeton Asst Mgmt(IND)Pvt Ltd Details

  • No. of schemes86
  • Total AUM₹82,441.26 Crore
  • AddressOne International Centre, Tower 2, 12th and 13th Floor, Senapati Bapat Marg, Elphinstone Road (West), Mumbai, Mumbai, Maharashtra, 400 013
  • Phone+91 22 - 67519100
Start your investment
Lumpsum
SIP
Amount
Estimated value after 3 years

(as per historical returns)

7,614 ₹
The fund house has restricted SIP and Lumpsum (One-Time) investment in this fund right now.