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

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Showing Funds Performance since Sep 07, 2020

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

Min. investment

SIP ₹500 & Lump. ₹5000

AUM (Fund size)

₹16 Cr

Lock In Period

N/A

Expense Ratio

1.25

Exit Load

0.75% will be charged if redeemed within 1 year of allotment.

Benchmark

Crisil Composite Bond Fund Index

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

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M1.020.3134.40
6M9.342.5746.51
1Y4.975.26111.57
3Y6.8914.11320.47

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

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.

Fund Managers

Rajasa Kakulavarapu

Ms. Rajasa Kakulavarapu has done B.Tech and MBA. Prior to joining Franklin Templeton Mutual Fund, she has worked with Jefferies India Pvt. Ltd. and Credit Suisse Securities (India) Pvt. Ltd.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
Edelweiss Bharat Bond FOF - April 2023 Growth13,080 CR0.06
Franklin India Life Stage Fund of Funds - 40s Plan Growth216 CR1.25
Mirae Asset NYSE FANG + ETF Fund of Fund Growth52,404 CR0.41
DSP World Gold Mining Overseas Equity Omni FoF Growth51,440 CR2.31
Fund Name1Y3Y
This FundEdelweiss Bharat Bond FOF - April 2023 Growth5.470420.2315
This FundFranklin India Life Stage Fund of Funds - 40s Plan Growth4.973522.1412
This FundMirae Asset NYSE FANG + ETF Fund of Fund Growth28.0934235.9783
This FundDSP World Gold Mining Overseas Equity Omni FoF Growth90.2035312.309

Franklin India Life Stage Fund of Funds - 40s Plan Growth 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%
Returns of Franklin India Life Stage Fund of Funds - 40s Plan Growth are updated daily based on NAV of ₹ 0.0000 as on Dec 19,2022. Since inception, the return has been 22.14%.

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.