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

Fund Returns

NAV Rs. 73.34 -2.53 %
(as on Sept. 21, 2020)
1 yr Return -5.66 %
3 yr. Return -1.92 %
5 yr. Return 4.00 %

Fund Returns

NAV 1 yr Return 3 yr. Return 5 yr. Return
Rs. 73.34 -2.53 %
(as on Sept. 21, 2020)
-5.66 % -1.92 % 4.00 %

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. 9.89 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 1.32 %
Exit load 1% on or before 1Y

Investment Objective

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

Performance

1M 3M 6M 1Y 3Y 5Y
Fund -0.16 7.6 15.91 -5.66 -1.92 4.0
Rank Within Category 105 137 None 88 42 32

Fund Schemes Concentrations

# of Securities 22
Top 10 Securities 143.6 %
Top 5 Securities 106.73 %
Top 3 Securities 80.38 %
# of Sectors 2
Top 10 Sectors 0.9999 %
Top 5 Sectors 0.9999 %
Top 3 Sectors 0.9999 %

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. 9.89 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 1.32 % 1% on or before 1Y

Investment Objective

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

Performance

1M 3M 6M 1Y 3Y 5Y
Fund -0.16 7.6 15.91 -5.66 -1.92 4.0
Rank Within Category 105 137 None 88 42 32

Peer Funds

Fund Return 1Y (%) Return 3Y (%) Return 5Y (%) AUM(cr.)
Franklin INDIA LIFE STAGE FUND OF FUNDS - THE 20S PLAN (G) -5.66 -1.92 4.0 9.89
Quant Unconstrained Fund-GROWTH OPTION 22.38 10.42 9.71 2.18
Kotak Asset Allocator Fund Growth 14.75 8.93 9.91 56.10
Quant Absolute Fund-Growth Option 19.79 8.03 10.61 2.30
BARODA CONSERVATIVE HYBRID FUND - Plan A - Growth Option 9.59 7.91 8.02 26.30
L&T Dynamic Equity Fund-Regular Plan-Growth 11.28 7.25 6.28 681.50

Fund Schemes Concentrations

# of Securities 22
Top 10 Securities 143.6 %
Top 5 Securities 106.73 %
Top 3 Securities 80.38 %
# of Sectors 2
Top 10 Sectors 0.9999 %
Top 5 Sectors 0.9999 %
Top 3 Sectors 0.9999 %

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/