• Mutual Funds
  • Franklin Templeton Mutual Funds
  • Franklin India Life Stage Fund of Funds The 40s Plan (RIDCW-A)

Formerly Franklin India LS FOF 40s DR

Franklin Templeton Mutual Funds

Franklin India Life Stage Fund of Funds The 40s Plan (RIDCW-A)

HybridConservative Hybrid

14.0145

NAV (Aug 12)

2.8%
5 Year CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

₹ 16 Cr

Rolling Returns

View all 8 analysis

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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

14.0145

NAV (Aug 12)

Fund Returns

Last 1Y

6.4%

Last 3Y

3.6%

Last 5Y

2.8%

Last 10Y

6.4%

Since Inception

8.2%

6 Month CAGR

2%

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

1.36

Launched (19y ago)

Dec 01, 2003

AUM in Crores

16.226

ISIN

INF090I01643

Lock-in

No Lock-in

Benchmark

CRISIL Composite Bond Fund TR INR

SIP Minimum

2000

Lumpsum Min.

5000

Fund Managers

Rajasa Kakulavarapu

Fund Manager

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.

Asset allocation and Holdings

Last updated on 2022-08-12

Top Stock Holdings

franklin india corp dbt dir gr

60.7%
60.7%

franklin india bluechip dir gr

16.2%
16.2%

franklin india prima dir gr

11.2%
11.2%

templeton india value dir gr

11.1%
11.1%

franklin india dynamic accrual dir gr

0.8%
0.8%
See all holdings

Comparison with Hybrid Funds

Fund NameFund SizeRolling Returns
Kotak Equity Arbitrage Fund (G)
Kotak Equity Arbitrage Fund (G)

₹ 24,542 cr

₹ 24,542 cr

₹ 24,542 cr

₹ 24,542 cr

₹ 24,542 cr

About the AMC

Franklin Templeton Asst Mgmt(IND)Pvt Ltd

Franklin Templeton Asst Mgmt(IND)Pvt Ltd manages assets worth 65,158 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)

    14.8%

    16.4%

    14.8%

    16.4%

    14.8%

    16.4%

    20.9%

    13.6%

    25.1%

    14.1%

    Investment Calculator

    Investment Duration5 years

    0

    Total Investment

    0

    Wealth Gained

    0

    Total Corpus Created (₹)

    With CAGR of 11.25 % in 5 years

    Franklin India Life Stage Fund of Funds The 40s Plan (RIDCW-A) Review

    Franklin India Life Stage Fund of Funds The 40s Plan (RIDCW-A) is a Conservative Hybrid Hybrid fund and has delivered an annualised return of 8.2% over a period of 18 years. The fund was previously known as Franklin India LS FOF 40s DR. 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 (RIDCW-A) as of 8/12/2022 is ₹14.01 with the total AUM as of 8/17/2022 is ₹16.226. 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 (RIDCW-A) 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 (RIDCW-A) is ₹2000 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 (RIDCW-A)?

    Franklin India Life Stage Fund of Funds The 40s Plan (RIDCW-A) is a Conservative Hybrid Hybrid scheme predominantly investing across Hybrid stocks 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 (RIDCW-A)?

    You can invest in Franklin India Life Stage Fund of Funds The 40s Plan (RIDCW-A) 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 (RIDCW-A)?

    The minimum sip amount for Franklin India Life Stage Fund of Funds The 40s Plan (RIDCW-A) is ₹2000. You can invest in multiples of ₹5000.

    Is Franklin India Life Stage Fund of Funds The 40s Plan (RIDCW-A) good to invest in?

    As per Scripbox experts, Franklin India Life Stage Fund of Funds The 40s Plan (RIDCW-A) is a Not Reviewed Yet fund. You can investFranklin India Life Stage Fund of Funds The 40s Plan (RIDCW-A) 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 (RIDCW-A)?

    The expense ratio of the Franklin India Life Stage Fund of Funds The 40s Plan (RIDCW-A) is 1.36% for regular plan.