Franklin India Life Stage Fund of Funds - The 50s Plus Flo (Gro)

Fund Returns

NAV Rs. 39.39 -0.07 %
(as on Feb. 25, 2020)
1 yr Return 6.68 %
3 yr. Return 6.51 %
5 yr. Return 7.07 %

Fund Returns

NAV 1 yr Return 3 yr. Return 5 yr. Return
Rs. 39.39 -0.07 %
(as on Feb. 25, 2020)
6.68 % 6.51 % 7.07 %

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 July 9, 2004
Fund Size Rs. 29.48 cr.
Category Hybrid | Conservative Hybrid Fund
Fund Manager Paul Parampreet
AMC Franklin Templeton Asset Management (India) Private Limited
Fund Benchmark S&P BSE SENSEX (20%)+Crisil Liquid Fund Index (80%)
Risk Profile Moderately Conservative
Risk Rating 4 / 10

Investment Information

Min. Investment Rs. 5000.00
Min. Investment SIP Rs. 500.00
Expense Ratio 0.80 %
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 -0.65 0.62 3.94 6.68 6.51 7.07
Rank Within Category 75 62 None 52 21 33

Portfolio

Security Holding (%)
(as on Dec. 1, 2019)
Market Value
(in Rs. crores.)
Quantity
Franklin India Savings Fund 79.69 23.49 6298052.21
Franklin India Bluechip Fund 15.06 4.44 89028.31
Templeton India Value Fund 5.05 1.49 58443.17
Cash 0.2 0.06 -

Fund Schemes Concentrations

# of Securities 4
Top 10 Securities 100.0 %
Top 5 Securities 100.0 %
Top 3 Securities 99.8 %
# 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 July 9, 2004 Fund Size Rs. 29.48 cr.
Category Hybrid | Conservative Hybrid Fund Fund Manager Paul Parampreet
AMC Franklin Templeton Asset Management (India) Private Limited Fund Benchmark S&P BSE SENSEX (20%)+Crisil Liquid Fund Index (80%)
Risk Profile Moderately Conservative Risk Rating 4 / 10

Investment Information

Min. Investment Min. Investment SIP Expense Ratio Exit Load
Rs. 5000.00 Rs. 500.00 0.80 % 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 -0.65 0.62 3.94 6.68 6.51 7.07
Rank Within Category 75 62 None 52 21 33

Peer Funds

Fund Return 1Y (%) Return 3Y (%) Return 5Y (%) AUM(cr.)
Franklin India Life Stage Fund of Funds - The 50s Plus Flo (Gro) 6.68 6.51 7.07 29.48
Tata Retirement Savings Fund -Regular Plan -Progressive -Growth 18.44 12.22 10.46 624.72
SBI Equity Hybrid Fund - Regular Plan -Growth 19.80 12.2 9.65 31,619.69
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth 18.03 11.59 9.63 2,823.77
Sundaram Equity Hybrid Fund Regular Growth 17.32 11.05 8.55 1,832.33
DSP Equity & Bond Fund- Regular Plan - Growth 23.73 10.71 10.19 6,279.17

Portfolio

Security Holding (%)
(as on Dec. 1, 2019)
Market Value
(in Rs. crores.)
Quantity
Franklin India Savings Fund 79.69 23.49 6298052.21
Franklin India Bluechip Fund 15.06 4.44 89028.31
Templeton India Value Fund 5.05 1.49 58443.17
Cash 0.2 0.06 -

Fund Schemes Concentrations

# of Securities 4
Top 10 Securities 100.0 %
Top 5 Securities 100.0 %
Top 3 Securities 99.8 %
# 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/