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    • Franklin India Life Stage Fund of Funds The 40s Plan (Growth)

    Formerly FT India Life Stage FoF 40s Gr

    Franklin Templeton Mutual Funds

    Franklin India Life Stage Fund of Funds The 40s Plan (Growth)

    HybridConservative Hybrid

    56.732

    NAV (Sep 23)

    7.1%
    5 Year CAGR
    Scripbox Opinion

    Not Reviewed yet

    Our analysis of this fundLearn how we rate funds ->

    Track Record

    18 Years.

    Relative Size

    21 Cr.

    Category View

    .

    Consistency Of Performance

    .

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      Historical growth rate of 12% per annum
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      Recommended Duration 1 - 5 years
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      No Lock-in
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      Expert Investing Only

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    Historical NAV

    56.732

    NAV (Sep 23)

    Fund Returns

    Last 1Y
    39.7%
    Last 3Y
    7.1%
    Last 5Y
    7.1%
    Last 10Y
    9.4%
    Since Inception
    10.2%
    6 Month CAGR
    14.7%
    info-icon-blue

    Scheme Information

    Investment Objective

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

    Low

    Low to Moderate

    Moderate

    Moderately High

    High

    Very High

    risk-indicator-arrow.svg

    Moderately High risk

    Expense Ratio
    1.45
    Launched (18y ago)
    Dec 01, 2003
    AUM in Crores
    20.069
    ISIN
    INF090I01650
    Lock-in
    No Lock-in
    Benchmark
    CRISIL Composite Bond Fund TR INR
    SIP Minimum
    1000
    Lumpsum Min.
    5000
    Fund Managers
    user-avatar

    Paul Parampreet

    Fund Manager

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    Returns Calculator Comparison

    of

    for

    with step up of

    InstrumentReturnsTotal CorpusGainsAnnualised %
    Mutual Fund70%₹ 965,796 ₹ 233,18411.25%
    EPF70% ₹ 900,761 ₹ 168,1498.50%
    Property70% ₹ 867,662 ₹ 135,0507.00%
    PPF70% ₹ 869,819 ₹ 137,2077.10%
    Bank FD70% ₹ 846,471 ₹ 113,8596.00%
    Gold70% ₹ 846,471 ₹ 113,8596.00%
    Savings Bank70% ₹ 825,950 ₹ 93,3385.00%

    Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

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    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • Inflation beating returns
      Inflation beating returns
    • Expert Investing Only
      Expert Investing Only
    • One click investing  tracking
      One click investing tracking
    comparison

    Comparison with Hybrid Funds

    Fund NameScripbox OpinionFund SizeTrack Record

    Aditya Birla Sun Life Equity Hybrid 95 Fund (G)

    ₹ 8,309 cr

    5

    ₹ 17,879 cr

    5

    ₹ 3,363 cr

    5

    ₹ 2,644 cr

    5

    ₹ 1,921 cr

    5

    amc-icon

    About the AMC

    Franklin Templeton Asst Mgmt(IND)Pvt Ltd

    Franklin Templeton Asst Mgmt(IND)Pvt Ltd manages assets worth 69,691 crores and was set up on 6 October 1995. It's current offering of mutual fund schemes includes 39 equity,179 debt and 27 hybrid funds.

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  • tel-amc-about
    022-67519100
  • mail-amc-about
    services@franklintempleton.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    Franklin India Feeder Franklin U S Opportunities Fund (G)

    recommended-badge

    23.3%

    20.4%

    top-ranked-badge

    23.3%

    20.4%

    top-ranked-badge

    23.3%

    20.4%

    top-ranked-badge

    19.1%

    14.3%

    top-ranked-badge

    11.5%

    12.8%

    growth

    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration 1 - 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Expert Investing Only
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
    Parag Parikh Flexi Cap fund (Growth)

    Parag Parikh Flexi Cap fund (Growth)

    Equity

    Diversified

    Mirae Asset Large Cap Fund (Growth)

    Mirae Asset Large Cap Fund (Growth)

    Equity

    Large Cap

    Axis Bluechip Fund (Growth)

    Axis Bluechip Fund (Growth)

    Equity

    Large Cap

    Invesco India Growth Opportunities Fund (Growth)

    Invesco India Growth Opportunities Fund (Growth)

    Equity

    Diversified

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    3,600+

    AUM

    2,500+

    Cities

    2012

    Established

    How does Scripbox rate funds?

    Proprietary 4-step system to rate mutual funds

    We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.

    What Scripbox recommendations mean?
    Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Sub-asset Class View

    Sub-asset Class View

    We check if the sub-category of the fund is recommended by us.

    Fund Performance

    Fund Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Impact of Interest Rates

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Attractiveness

    Credit Attractiveness

    We check the credit quality of the underlying instruments present in the fund. Higher the better.

    Equity Funds

    Debt Funds

    About Franklin India Life Stage Fund of Funds The 40s Plan (G)

    About Franklin India Life Stage Fund of Funds The 40s Plan (G)

    Franklin India Life Stage Fund of Funds The 40s Plan (G) is a Conservative Hybrid Hybrid fund and has delivered an annualised return of 10.2% over a period of 17 years. The fund was previously known as FT India Life Stage FoF 40s Gr . The fund is managed by Franklin Templeton Asst Mgmt(IND)Pvt Ltd. The fund manager’s name is Paul Parampreet

    Franklin India Life Stage Fund of Funds The 40s Plan (G) Investment Objective

    The primary objective is to generate superior risk adjusted returns to investors in line with their chosen asset allocation. . However, there is no assurance that the objective of the scheme will be realized.

    Franklin India Life Stage Fund of Funds The 40s Plan (G) NAV,AUM,Risk

    The Franklin India Life Stage Fund of Funds The 40s Plan (G) fund was launched on Dec 01, 2003. The NAV (Net Asset Value) of this Conservative Hybrid Hybrid fund as of 2021-09-23 is ₹56.73. The total AUM (Asset Under Management) of the fund as of 24/09/2021 is ₹20.069. The category risk of the Franklin India Life Stage Fund of Funds The 40s Plan (G) fund is Moderately High risk. The fund charges 1.45 % as expense ratio.

    Franklin India Life Stage Fund of Funds The 40s Plan (G) Holdings

    The fund’s highest allocation is towards Debt and has invested 54.7% in this asset class. The top three holdings of the fund are , franklin india corp dbt dir gr , franklin india bluechip dir gr , templeton india value dir gr , franklin india prima dir gr , call,cash & other assets , franklin india dynamic accrual dir gr

    Franklin India Life Stage Fund of Funds The 40s Plan (G) Sip

    The minimum SIP (Systematic Investment Plan) amount for this is ₹1000 and you can increase this in multiples of ₹ 100. In case you want to invest a lump sum, the minimum amount to be invested is ₹ 5000.

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