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  • Franklin India Life Stage Fund of Funds The 40s Plan Rnvstmnt of Inc Dist cum Cap Wdrl (RIDCW-A)

Formerly Franklin India LS FOF 40s DR

Franklin Templeton Mutual Funds

Franklin India Life Stage Fund of Funds The 40s Plan Rnvstmnt of Inc Dist cum Cap Wdrl (RIDCW-A)

HybridConservative Hybrid

13.8056

NAV (Oct 25)

2%
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

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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

13.8056

NAV (Oct 25)

Fund Returns

Last 1Y
24.9%
Last 3Y
2.4%
Last 5Y
2%
Last 10Y
6.1%
Since Inception
8.1%
6 Month CAGR
6.8%
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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

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Moderately High risk

Expense Ratio
1.47
Launched (18y ago)
Dec 01, 2003
AUM in Crores
20.135
ISIN
INF090I01643
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%₹ 9,65,796 ₹ 2,33,18411.25%
EPF70% ₹ 9,00,761 ₹ 1,68,1498.50%
Property70% ₹ 8,67,662 ₹ 1,35,0507.00%
PPF70% ₹ 8,69,819 ₹ 1,37,2077.10%
Bank FD70% ₹ 8,46,471 ₹ 1,13,8596.00%
Gold70% ₹ 8,46,471 ₹ 1,13,8596.00%
Savings Bank70% ₹ 8,25,950 ₹ 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)

₹ 8,356 cr

5

₹ 18,652 cr

5

₹ 3,398 cr

5

₹ 96 cr

5

₹ 1,957 cr

5

amc-icon

About the AMC

Franklin Templeton Asst Mgmt(IND)Pvt Ltd

Franklin Templeton Asst Mgmt(IND)Pvt Ltd manages assets worth 71,125 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

    27.5%

    20.5%

    top-ranked-badge

    27.5%

    20.5%

    top-ranked-badge

    27.5%

    20.5%

    top-ranked-badge

    25.2%

    14.5%

    top-ranked-badge

    15.5%

    12.7%

    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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    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

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    About Franklin India Life Stage Fund of Funds The 40s Plan Rnvstmnt of Inc Dist cum Cap Wdrl (RIDCW-A)

    About Franklin India Life Stage Fund of Funds The 40s Plan Rnvstmnt of Inc Dist cum Cap Wdrl (RIDCW-A)

    Franklin India Life Stage Fund of Funds The 40s Plan Rnvstmnt of Inc Dist cum Cap Wdrl (RIDCW-A) is a Conservative Hybrid Hybrid fund and has delivered an annualised return of 8.1% over a period of 17 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 Paul Parampreet

    Franklin India Life Stage Fund of Funds The 40s Plan Rnvstmnt of Inc Dist cum Cap Wdrl (RIDCW-A) 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 Rnvstmnt of Inc Dist cum Cap Wdrl (RIDCW-A) NAV,AUM,Risk

    The Franklin India Life Stage Fund of Funds The 40s Plan Rnvstmnt of Inc Dist cum Cap Wdrl (RIDCW-A) fund was launched on Dec 01, 2003. The NAV (Net Asset Value) of this Conservative Hybrid Hybrid fund as of 2021-10-25 is ₹13.81. The total AUM (Asset Under Management) of the fund as of 26/10/2021 is ₹20.135. The category risk of the Franklin India Life Stage Fund of Funds The 40s Plan Rnvstmnt of Inc Dist cum Cap Wdrl (RIDCW-A) fund is Moderately High risk. The fund charges 1.47 % as expense ratio.

    Franklin India Life Stage Fund of Funds The 40s Plan Rnvstmnt of Inc Dist cum Cap Wdrl (RIDCW-A) Holdings

    The fund’s highest allocation is towards Debt and has invested 58.4% 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 , franklin india dynamic accrual dir gr , call,cash & other assets

    Franklin India Life Stage Fund of Funds The 40s Plan Rnvstmnt of Inc Dist cum Cap Wdrl (RIDCW-A) 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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