Franklin India Life Stage Fund Of Funds The 40S Plan Direct Growth
Moderately High Risk
Hybrid
5 Star
₹64.24
0.02%1D Change
+25.11% ↑
Moderately High Risk
Hybrid
5 Star
₹64.24
0.02%1D Change
+25.11% ↑
Franklin India Life Stage Fund Of Funds The 40S Plan Direct Growth
₹64.24
0.02%1D
+25.11% ↑
Returns calculator
Investment Type
Fund overview
- Rating5 Star
- Expense ratio0.5%
- Exit Load0.75% within 365 days
- AUM (Fund size)₹16.3 Crore
- Lock-in periodNo Lock-in
- Age13 yrs since Jan 01, 2013
- Min. investmentSIP ₹500 & Lump. ₹5000
- RiskModerately 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
| Holding Name | Assets (%) |
|---|---|
| Franklin India Corp Dbt Dir Gr | 61.16% |
| Franklin India Bluechip Dir Gr | 15.5% |
| Templeton India Value Dir Gr | 10.31% |
| Franklin India Prima Dir Gr | 10.02% |
| Call, Cash & Other Assets | 2.92% |
Peer Comparison
| Fund Name | AUM (In Crs.) | NAV | Risk |
|---|---|---|---|
| Kotak Multi Asset Omni FO... | ₹ 2,502 Cr | ₹268.24 | -1.37% | Very High |
| ICICI Prudential Income p... | ₹ 2,947 Cr | ₹70.87 | 0.07% | Moderate |
| Axis Income Plus Arbitrag... | ₹ 2,118 Cr | ₹15.50 | 0.12% | Moderate |
| ICICI Prudential Diversif... | ₹ 105 Cr | ₹49.04 | -0.03% | Moderate |
NAV History - Franklin India Life Stage Fund of Funds - 40's Plan - Direct Plan - Growth
FUND | Franklin India Life Stage Fund of Funds - 40's Plan - Direct Plan - Growth |
|---|---|
| NAV (Dec 16, 2022) | ₹64.24 |
| Class | Hybrid | Funds Of Funds |
| Inception Date | Jan 01, 2013 |
| Fund Manager | Rajasa Kakulavarapu |
FUND | Franklin India Life Stage Fund of Funds - 40's Plan - Direct Plan - Growth |
|---|---|
| Initial Price | ₹10 |
| Min. Investment Amount | SIP ₹500 and Lump. ₹5000 |
| Exit Load | 0.75% within 365 days |
Returns | 1W | 1M | 3M | 6M | 1Y | 3Y |
|---|---|---|---|---|---|---|
| Franklin India Life ... | 0.27% | 1.08% | 2.37% | 9.75% | 5.74% | 7.64% |
Frequently Asked Questions
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
(as per historical returns)