Franklin INDIA LIFE STAGE FUND OF FUNDS - THE 20S PLAN (G)

Fund Returns

NAV Rs. 84.76 -0.60 %
(as on Jan. 27, 2020)
1 yr Return 8.01 %
3 yr. Return 6.87 %
5 yr. Return 6.14 %

Fund Returns

NAV 1 yr Return 3 yr. Return 5 yr. Return
Rs. 84.76 -0.60 %
(as on Jan. 27, 2020)
8.01 % 6.87 % 6.14 %

NAV Movement

1 Month 3 Months 6 Months 1 Year 3 Years 5 Years 10 Years

Calculate SIP Growth

SIP Start Date

SIP End Date

Scheme Details

Launch Date Dec. 1, 2003
Fund Size Rs. 11.95 cr.
Category Hybrid | Aggressive Hybrid Fund
Fund Manager Paul Parampreet
AMC Franklin Templeton Asset Management (India) Private Limited
Fund Benchmark S&P BSE SENSEX (65%)+Nifty 500 (15%)+Crisil Composite Bond Fund Index (20%)
Risk Profile Balanced
Risk Rating 6 / 10

Investment Information

Min. Investment Rs. 5000.00
Min. Investment SIP Rs. 500.00
Expense Ratio 1.40 %
Exit load 1% on or before 1Y

Investment Objective

To generate superior risk adjusted returns to the investors in line with their chosen asset allocation

Performance

1M 3M 6M 1Y 3Y 5Y
Fund 2.32 6.5 6.83 8.01 6.87 6.14
Rank Within Category 105 137 None 88 42 32

Portfolio

Security Holding (%)
(as on )
Market Value
(in Rs. crores.)
Quantity
Franklin India Bluechip Fund 50.3 6.0 -
Franklin India Prima Fund 15.01 1.79 -
Franklin India Corporate Debt Fund 9.68 1.16 -
Franklin India Dynamic Accrual Fund 9.61 1.15 -

Fund Schemes Concentrations

# of Securities 4
Top 10 Securities 84.6 %
Top 5 Securities 84.6 %
Top 3 Securities 74.99 %
# of Sectors 2
Top 10 Sectors 100.0 %
Top 5 Sectors 100.0 %
Top 3 Sectors 100.0 %

AMC Contact Information

AMC Franklin Templeton Asset Management (India) Private Limited
Address Indiabulls Finance Centre; Tower 2, 12th and 13th Floor; Senapati Bapat Marg; Elphinstone Road (W), Mumbai 400013
Email service@templeton.com
Website https://www.franklintempletonindia.com/

Scheme Details

Launch Date Dec. 1, 2003 Fund Size Rs. 11.95 cr.
Category Hybrid | Aggressive Hybrid Fund Fund Manager Paul Parampreet
AMC Franklin Templeton Asset Management (India) Private Limited Fund Benchmark S&P BSE SENSEX (65%)+Nifty 500 (15%)+Crisil Composite Bond Fund Index (20%)
Risk Profile Balanced Risk Rating 6 / 10

Investment Information

Min. Investment Min. Investment SIP Expense Ratio Exit Load
Rs. 5000.00 Rs. 500.00 1.40 % 1% on or before 1Y

Investment Objective

To generate superior risk adjusted returns to the investors in line with their chosen asset allocation

Performance

1M 3M 6M 1Y 3Y 5Y
Fund 2.32 6.5 6.83 8.01 6.87 6.14
Rank Within Category 105 137 None 88 42 32

Portfolio

Security Holding (%)
(as on )
Market Value
(in Rs. crores.)
Quantity
Franklin India Bluechip Fund 50.3 6.0 -
Franklin India Prima Fund 15.01 1.79 -
Franklin India Corporate Debt Fund 9.68 1.16 -
Franklin India Dynamic Accrual Fund 9.61 1.15 -

Fund Schemes Concentrations

# of Securities 4
Top 10 Securities 84.6 %
Top 5 Securities 84.6 %
Top 3 Securities 74.99 %
# of Sectors 2
Top 10 Sectors 100.0 %
Top 5 Sectors 100.0 %
Top 3 Sectors 100.0 %

AMC Contact Information

AMC Franklin Templeton Asset Management (India) Private Limited
Address Indiabulls Finance Centre; Tower 2, 12th and 13th Floor; Senapati Bapat Marg; Elphinstone Road (W), Mumbai 400013
Email service@templeton.com
Website https://www.franklintempletonindia.com/