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

Fund Returns

NAV Rs. 39.07 -0.05 %
(as on Nov. 22, 2019)
1 yr Return 7.76 %
3 yr. Return 7.44 %
5 yr. Return 7.36 %

Fund Returns

NAV 1 yr Return 3 yr. Return 5 yr. Return
Rs. 39.07 -0.05 %
(as on Nov. 22, 2019)
7.76 % 7.44 % 7.36 %

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 Nov. 14, 2018
Fund Size Rs. 28.02 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 0.79 %
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 1.09 3.78 3.37 7.76 7.44 7.36
Rank Within Category 75 62 None 52 21 33

Portfolio

Security Holding (%)
(as on Sept. 1, 2019)
Market Value
(in Rs. crores.)
Quantity
Franklin India Savings Fund 79.49 23.04 6281914.59
Franklin India Bluechip Fund 15.26 4.42 94096.77
Templeton India Value Fund 5.02 1.45 60134.11
Cash 0.23 0.07 -

Fund Schemes Concentrations

# of Securities 4
Top 10 Securities 100.0 %
Top 5 Securities 100.0 %
Top 3 Securities 99.77 %
# 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 Nov. 14, 2018 Fund Size Rs. 28.02 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 0.79 % 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 1.09 3.78 3.37 7.76 7.44 7.36
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) 7.76 7.44 7.36 28.02
Tata Retirement Savings Fund -Regular Plan -Progressive -Growth 14.62 16.53 12.14 624.72
Tata Retirement Savings Fund Moderate -Regular Plan (Growth) 11.25 13.61 10.86 1,048.85
HDFC Balance Advantage Fund - Growth Option 9.11 13.11 8.36 42,312.80
Mirae Asset Hybrid-Equity Fund -Regular Plan-Growth 12.47 13.07 - 2,589.70
SBI Equity Hybrid Fund - Regular Plan -Growth 15.99 12.15 10.27 30,550.52

Portfolio

Security Holding (%)
(as on Sept. 1, 2019)
Market Value
(in Rs. crores.)
Quantity
Franklin India Savings Fund 79.49 23.04 6281914.59
Franklin India Bluechip Fund 15.26 4.42 94096.77
Templeton India Value Fund 5.02 1.45 60134.11
Cash 0.23 0.07 -

Fund Schemes Concentrations

# of Securities 4
Top 10 Securities 100.0 %
Top 5 Securities 100.0 %
Top 3 Securities 99.77 %
# 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/