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Franklin India Life Stage Fund of Funds 50s Plus - Direct Plan

4 Value Research
0.22%
Change from previous, NAV as on Aug 23, 2019
Category: Hybrid: Conservative Hybrid
Assets: R 6 crore (As on Jul 31, 2019)
Expense: 0.80% (As on Jul 31, 2019)
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SIP Returns
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Frequency
Start Date
End Date


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Basic Details
Fund House: Franklin Templeton Mutual Fund
Launch Date: Jan 01, 2013
Benchmark (%): CRISIL Composite Bond (80), S&P BSE Sensex TRI (20)
Riskometer: Moderately High
Risk Grade: Below Average
Return Grade: Above Average
Turnover: -
Type: Open-ended
Investment Details
Return since Launch: 8.72%
Minimum Investment (R) 5,000
Minimum Addl Investment (R) 1,000
Minimum SIP Investment (R) 500
Minimum No of Cheques 12
Minimum Withdrawal (R) 1,000
Minimum Balance (R) 1,000
Exit Load (%) 1% for redemption within 365 days
Performance
  YTD 1-Month 3-Month 1-Year 3-Year 5-Year 10-Year
Fund 2.53 -1.07 -0.26 3.72 7.28 8.52 -
VR MIP TRI 4.43 -1.35 0.03 5.06 7.57 7.87 -
Category 2.43 -0.78 -0.39 2.62 6.47 8.31 -
Rank within Category 22 27 25 21 11 13 -
Number of funds in category 35 37 37 35 35 30 -
As on Aug 23, 2019
Peer Comparison
Fund Rating Launch 1-Year Ret 3-Year Ret 5-Year Ret Expense Ratio (%) Assets
(Cr)
Franklin India Life Stage Fund of Funds 50s Plus - Direct Plan Jan-2013 3.72 7.28 8.52 0.80 6
Aditya Birla Sun Life Regular Savings Fund - Direct Plan Jan-2013 0.01 6.12 10.04 0.95 2,060
BNP Paribas Conservative Hybrid Fund - Direct Plan Jan-2013 6.74 8.19 9.64 0.64 397
Essel Regular Savings Fund - Direct Plan Jan-2013 4.94 6.61 8.30 0.63 39
Franklin India Life Stage Fund of Funds 40s - Direct Plan Jan-2013 0.77 6.61 8.64 0.85 13
Portfolio
  Value Research Equity Fund Style
 
  Value Research Debt Fund Style
 
Top Debt Holdings
  Company Instrument Credit Rating 1Y Range % Assets
The underlying data is not available.
   Indicates an increase or decrease or no change in holding since last portfolio
 Indicates a new holding since last portfolio
As on Jul 31, 2019
Top Equity Holdings
  Company Sector PE 3Y High 3Y Low % Assets
  Franklin India Dynamic Accrual Direct Plan-Gr - - - - 49.97
  Franklin India Corporate Debt Direct-G - - - - 30.02
  Templeton India Value Direct-G - - - - 9.94
  Franklin India Bluechip Direct Fund-Gr - - - - 9.94
   Indicates an increase or decrease or no change in holding since last portfolio
 Indicates a new holding since last portfolio
As on Jul 31, 2019
Most Recent Dividends
  Plan Record Date Dividend
(R / Unit)
   
+ Dividend Quarterly Jun 21, 2019 0.1981   More...
    Mar 22, 2019 0.1981    
    Dec 21, 2018 0.1981    
    Sep 21, 2018 0.1981    
    Jun 15, 2018 0.1981    
    Mar 16, 2018 0.1986    
    Dec 15, 2017 0.1986    
    Sep 15, 2017 0.1986    
    Jun 16, 2017 0.1986    
    Mar 17, 2017 0.1806    
    Dec 16, 2016 0.1806    
    Sep 16, 2016 0.1806    
    Jun 17, 2016 0.1806    
    Mar 28, 2016 0.1806    
    Dec 18, 2015 0.1806    
    Sep 18, 2015 0.1806    
    Jun 19, 2015 0.1806    
    Mar 20, 2015 0.1815    
    Dec 19, 2014 0.1815    
    Sep 19, 2014 0.1948    
    Jun 23, 2014 0.1948    
    Jun 20, 2014 0.1948    
    Mar 24, 2014 0.1948    
    Dec 30, 2013 0.1948    
    Sep 30, 2013 0.1169    
News and Analysis
Contact Information

AMC: Franklin Templeton Asset Management India Private Ltd

Address: Indiabulls Finance Center, Tower 2, 12th and 13th Floor, Senapati Bapat Marg, Elphinstone Road (West) Mumbai - 400013 | Phone: 1-800-4254255/ 60004255

Email: [email protected]

Website: www.franklintempletonindia.com



Registrar & Transfer Agent: Franklin Templeton Asset Management (India) Pvt. Ltd.

Address: Unit 301, III Floor, Campus 4B, RMZ Millenia Business Park, 143 Dr. MGR Road, Kandanchavadi Chennai - 600096