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Return

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  • 6M
  • 1Y
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  • 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 0.48% and a category best of 28.02%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M1.020.4828.02
6M9.341.1044.63
1Y4.975.00109.89
3Y6.8914.15241.02

Portfolio Analysis

  • Equity:
  • Debt: 100.01%
  • Others
As on: 2022-11-30
View allocation % by

1. Franklin India Corporate Debt Fund Direct-Growth Plan61.16%
2. Franklin India Bluechip Fund Direct-Growth Plan15.50%
3. Templeton India Value Fund Direct-Growth Plan10.31%
4. Franklin India Prima Fund Direct-Growth Plan10.02%
5. Call, Cash & Other Assets2.92%
6. Franklin India Dynamic Accrual Fund - Segregated Portfolio 2 - 10.90% Vodafone Idea Ltd 02 Sep 2023 - Direct - Growth Plan0.10%

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.

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
This FundEdelweiss Bharat Bond FOF - April 2023 Growth13080.8 CR0.06
This FundFranklin India Life Stage Fund of Funds - 40s Plan Growth216.3 CR1.25
This FundMotilal Oswal Nasdaq 100 Fund of Fund Growth55987.35 CR0.58
This FundDSP World Gold Mining Overseas Equity Omni FoF Growth51769.37 CR2.36
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 FundMotilal Oswal Nasdaq 100 Fund of Fund Growth72.6918172.746
This FundDSP World Gold Mining Overseas Equity Omni FoF Growth108.4713234.3776

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.
Min Inv Amount: ₹500