Return
- 1M
- 3M
- 6M
- 1Y
- 3Y
- 5Y
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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹500 & Lump. ₹5000
AUM (Fund size)
₹16 Cr
Lock In Period
N/A
Expense Ratio
1.25
Benchmark
Crisil Composite Bond Fund Index
Exit Load
0.75% will be charged if redeemed within 1 year of allotment.
Summary
Latest details for Franklin India Life Stage Fund of Funds - 40s Plan Growth include a ₹0.0000 NAV as of Dec 19,2022 and returns since inception of 22.14%. Minimum investments start at SIP ₹500. The Franklin India Life Stage Fund of Funds - 40s Plan Growth AUM is ₹16 Cr, with a lock-in of N/A years, expense ratio of 1.25%, and benchmark Crisil Composite Bond Fund Index. Exit load is - 0.75% will be charged if redeemed within 1 year of allotment.. In the growth review for 1M Month/Year, the fund recorded 1.02% returns, against a category average of -1.70% and a category best of 5.90%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 1.02 | -1.70 | 5.90 |
| 6M | 9.34 | 1.57 | 53.51 |
| 1Y | 4.97 | 6.20 | 157.13 |
| 3Y | 6.89 | 13.90 | 314.40 |
Portfolio Analysis
- Equity:
- Debt: 100.01%
- Others
As on: 2022-11-30
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About Fund
Franklin India Life Stage Fund of Funds - 40s Plan Growth managed by Franklin Templeton Mutual Fund,is a Fund Of Fundsscheme with Assets Under Management of ₹16 Crore. The fund benchmarks its performance against the Crisil Composite Bond Fund Index while maintaining an expense ratio of 1.25. Under the expert guidance of Rajasa Kakulavarapu ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundEdelweiss Bharat Bond FOF - April 2023 Growth | 1 | 3080.8 CR | 0.06 |
| This FundFranklin India Life Stage Fund of Funds - 40s Plan Growth | 2 | 16.3 CR | 1.25 |
| This FundMotilal Oswal Nasdaq 100 Fund of Fund Growth | 5 | 5881.85 CR | 0.58 |
| This FundDSP World Gold Mining Overseas Equity Omni FoF Growth | 5 | 2190.96 CR | 2.37 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundEdelweiss Bharat Bond FOF - April 2023 Growth | 5.4704 | 20.2315 |
| This FundFranklin India Life Stage Fund of Funds - 40s Plan Growth | 4.9735 | 22.1412 |
| This FundMotilal Oswal Nasdaq 100 Fund of Fund Growth | 23.8631 | 125.1283 |
| This FundDSP World Gold Mining Overseas Equity Omni FoF Growth | 155.4009 | 306.3134 |
FAQs
Franklin India Life Stage Fund of Funds - 40s Plan Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.
The expense ratio of Franklin India Life Stage Fund of Funds - 40s Plan Growth is 1.25. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.
Franklin India Life Stage Fund of Funds - 40s Plan Growth’s fund performance is as follows:
- 1 Month : 1.02%
- 6 Months : 9.34%
- 1 Year : 4.97%
- 3 Years : 6.89%
You can invest in Franklin India Life Stage Fund of Funds - 40s Plan Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.
The fund size (AUM) of Franklin India Life Stage Fund of Funds - 40s Plan Growth is ₹16 crore. It changes based on market performance, inflows, and outflows.
You can track your investment in Franklin India Life Stage Fund of Funds - 40s Plan Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500