- Mutual Funds
- Franklin Templeton Mutual Funds
- Franklin India Life Stage Fund of Funds The 40s Plan (Growth)
Formerly FT India Life Stage FoF 40s Gr
Franklin India Life Stage Fund of Funds The 40s Plan (Growth)
₹ 0
NAV (Dec 19)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹
NAV (Dec 19)
Fund Returns
Last 1Y | 5% |
Last 3Y | 6.9% |
Last 5Y | 5.7% |
Last 10Y | 8.5% |
Since Inception | 9.9% |
6 Month CAGR | 9.3% |
Scheme Information
The primary objective is to generate superior risk adjusted returns to investors in line with their chosen asset allocation.
Expense Ratio | 1.25 |
Launched (21y ago) | Dec 01, 2003 |
AUM in Crores | 16.296 |
ISIN | INF090I01650 |
Lock-in | No Lock-in |
Benchmark | CRISIL Composite Bond Fund TR INR |
SIP Minimum | 0 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 12.8 |
Standard Deviation (5yr) | 10.4 |
Beta (3yr) | 0 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | 0.233 |
Sharpe Ratio (5yr) | 0.107 |
YTM | 7.20709 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Franklin India Life Stage Fund of Funds The 40s Plan (Growth) | 8,40,245 | 1,07,633 | 5.7% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
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.
Asset allocation and Holdings
Top Stock Holdings
Comparison with Hybrid Funds
| Fund Name | Fund Size | Rolling Returns |
|---|---|---|
₹ 33,502 cr | ||
₹ 10,737 cr | ||
₹ 8,943 cr | ||
₹ 1,868 cr | ||
₹ 1,829 cr |
About the AMC
Franklin Templeton Asst Mgmt(IND)Pvt Ltd
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
27.5% | 16.8% | ||
22.5% | 18.2% | ||
21.9% | 14.3% | ||
22.5% | 21.3% | ||
25.5% | 15.2% |
Franklin India Life Stage Fund of Funds The 40s Plan (G) Review
Franklin India Life Stage Fund of Funds The 40s Plan (G) is a Conservative Hybrid Hybrid fund and has delivered an annualised return of 9.9% over a period of 20 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 null.
Nav of Franklin India Life Stage Fund of Funds The 40s Plan (G) as of 12/19/2022 is ₹0.00 with the total AUM as of 4/19/2024 is ₹16.296. With Scripbox you can compare and check the latest nav for all mutual funds in India. Franklin India Life Stage Fund of Funds The 40s Plan (G) was launched on Dec 01, 2003. The category risk of the fund is Moderately High risk.
The minimum SIP amount for Franklin India Life Stage Fund of Funds The 40s Plan (G) is ₹0 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. Check your estimated returns on mutual funds by using sip calculator.
Frequently Asked Questions
What is Franklin India Life Stage Fund of Funds The 40s Plan (G)?
How to invest in Franklin India Life Stage Fund of Funds The 40s Plan (G)?
You can invest in Franklin India Life Stage Fund of Funds The 40s Plan (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of Franklin India Life Stage Fund of Funds The 40s Plan (G)?
The minimum sip amount for Franklin India Life Stage Fund of Funds The 40s Plan (G) is ₹0. You can invest in multiples of ₹5000.
Is Franklin India Life Stage Fund of Funds The 40s Plan (G) good to invest in?
As per Scripbox experts, Franklin India Life Stage Fund of Funds The 40s Plan (G) is a Not Reviewed Yet fund. You can investFranklin India Life Stage Fund of Funds The 40s Plan (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the Franklin India Life Stage Fund of Funds The 40s Plan (G)?
The expense ratio of the Franklin India Life Stage Fund of Funds The 40s Plan (G) is 1.25% for regular plan.