• 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 Templeton Mutual Funds

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

HybridConservative Hybrid

0

NAV (Dec 19)

5.7%
5 Year CAGR
Scripbox Opinion
Not Reviewed yet
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Fund Size

Rolling Returns

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical 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

Investment Objective

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

Expense Ratio

1.25

Launched (20y 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

Rajasa Kakulavarapu

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Franklin India Life Stage Fund of Funds The 40s Plan (Growth)70%840,245 107,6335.7%
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.

Asset allocation and Holdings

Last updated on 2022-12-19

Top Stock Holdings

See all holdings

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

Fund NameFund SizeRolling Returns
ICICI Prudential Equity & Debt Fund (G)
ICICI Prudential Equity & Debt Fund (G)

₹ 21,281 cr

₹ 3,294 cr

₹ 949 cr

₹ 530 cr

₹ 2,750 cr

About the AMC

Franklin Templeton Asst Mgmt(IND)Pvt Ltd

Franklin Templeton Asst Mgmt(IND)Pvt Ltd manages assets worth 68,890 crores and was set up on 6 October 1995. It's current offering of mutual fund schemes includes 39 equity,183 debt and 27 hybrid funds.

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  • 022-67519100
  • services@franklintempleton.com
  • Fund NameScripbox Opinion
    Till Date CAGR
    Franklin India Feeder Franklin U S Opportunities Fund (G)
    Franklin India Feeder Franklin U S Opportunities Fund (G)

    5.8%

    14.2%

    5.8%

    14.2%

    5.8%

    14.2%

    21.2%

    16%

    22.3%

    13.9%

    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 19 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 Rajasa Kakulavarapu.

    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 1/28/2023 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)?

    Franklin India Life Stage Fund of Funds The 40s Plan (G) is a Conservative Hybrid Hybrid scheme predominantly investing across Hybrid instruments with an investment objective to generate wealth over the long term.

    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.