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

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Fund Overview Growth | Regular Plan

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Fund Objective

The primary objective is to generate superior risk adjusted returns to investors in line with their chosen asset allocation.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
Franklin INDIA LIFE STAGE FUND OF FUNDS - THE 40S PLAN (G) 27.37 -38.72 -17.36 -3.05 1.83 8.67
Crisil Composite Bond Fund Index N/A N/A N/A N/A N/A N/A
NIFTY 500 7.45 18.95 -6.39 1.44 5.06 12.15
S&P BSE SENSEX 8.19 17.90 -5.15 5.40 5.90 12.98

Returns upto 1 year is Annualised, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
Franklin INDIA LIFE STAGE FUND OF FUNDS - THE 40S PLAN (G) Dec 01, 2003 -17.36 -3.05 1.83 1.63 9.21
ICICI Prudential Asset Allocator Fund (FOF) - Growth Dec 18, 2003 1.29 5.89 8.50 1.22 6,964.14
Franklin India Dynamic Asset Allocation Fund of Funds-Growth Oct 31, 2003 -18.40 -2.42 1.95 1.36 709.51
ICICI Prudential Debt Management Fund (FOF) - Growth Dec 18, 2003 9.76 7.58 8.35 0.83 169.16
IDFC All Seasons Bond Fund-Regular Plan-Growth Sep 13, 2004 12.32 8.67 8.59 0.51 115.21
ICICI Prudential Income Optimizer Fund (FOF) - Growth Dec 18, 2003 2.90 5.26 5.96 1.07 96.73

Fund Holdings as on 31-May-2020

  • Franklin India Corporate Debt Fund Direct-Growth Plan

  • Franklin India Dynamic Accrual Fund (No. of Segregated Portfolios in the Scheme- 3) - (under winding up) Direct-Growth Plan

  • Franklin India Bluechip Fund Direct-Growth Plan

  • Templeton India Value Fund Direct-Growth Plan

  • Franklin India Prima Fund Direct-Growth Plan

  • Call, Cash & Other Assets

  • Franklin India Dynamic Accrual Fund- Segregated Portfolio 1- 8.25% Vodafone Idea Ltd-10JUL20-Direct-Growth Plan

  • Franklin India Dynamic Accrual Fund- Segregated Portfolio 2- 10.90% Vodafone Idea Ltd 02Sep2023 (P/C 03Sep2021)-Direct-Growth Plan

  • Franklin India Dynamic Accrual Fund- Segregated Portfolio 3- 9.50% Yes Bank Ltd CO 23Dec21-Direct-Growth Plan

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About Franklin India Life Stage Fund of Funds - The 40s Plan

Scheme Analysis

Franklin India Life Stage Fund of Funds - The 40s Plan is a FoFs (Domestic) - Debt Oriented fund and belongs to Franklin Templeton Mutual Fund. It was launched on 01-Dec-2003 and currently has an AUM of ₹9.21 crore. Franklin India Life Stage Fund of Funds - The 40s Plan is benchmarked against Crisil Composite Bond Fund Index as primary index and NIFTY 500 as primary index and S&P BSE SENSEX as secondary index.

The NAV of Franklin India Life Stage Fund of Funds - The 40s Plan ended up ₹0.11(0.27%)yesterday to ₹39.9142.

Among its top 3 holdings the fund has exposure to Franklin India Corporate Debt Fund Direct-Growth Plan, and

The Franklin India Life Stage Fund of Funds - The 40s Plan is managed by Paul Parampreet .

Fund House Contact

Indiabulls Finance Centre; Tower 2, 12th and 13th Floor; Senapati Bapat Marg; Elphinstone Road (W) Mumbai 400013

+91 (22) 67519100
service@templeton.com
+91 (22) 66490622 / 66490627