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Franklin India Life Stage Fund of Funds 20s

2 Value Research
-0.85%
Change from previous, NAV as on Dec 06, 2019
Category: Hybrid: Aggressive Hybrid
Assets: R 12 crore (As on Oct 31, 2019)
Expense: 1.39% (As on Oct 31, 2019)
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Basic Details
Fund House: Franklin Templeton Mutual Fund
Launch Date: Dec 01, 2003
Benchmark (%): S&P BSE Sensex TRI (65), CRISIL Composite Bond (20), NIFTY 500 TRI (15)
Riskometer: Moderately High
Risk Grade: Above Average
Return Grade: Below Average
Turnover: -
Type: Open-ended
Investment Details
Return since Launch: 14.06%
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 2.93 0.02 6.48 6.02 7.09 6.30 9.90
VR Balanced TRI 10.48 -0.30 7.63 12.92 13.34 8.09 9.64
Category 6.36 -0.18 6.68 8.86 8.68 7.20 10.34
Rank within Category 31 18 26 29 25 20 13
Number of funds in category 39 43 43 38 31 25 21
As on Dec 06, 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 20s Dec-2003 6.02 7.09 6.30 1.39 12
HDFC Children's Gift Fund Mar-2001 8.29 10.43 8.51 2.07 2,990
HDFC Hybrid Equity Fund Sep-2000 7.97 9.05 8.11 1.71 21,087
Principal Hybrid Equity Fund Jan-2000 3.43 10.44 8.73 2.12 1,578
Sundaram Equity Hybrid Fund - Regular Plan Jun-2000 12.28 10.76 7.81 2.17 1,824
Portfolio
  Value Research Equity Fund Style
 
  Value Research Debt Fund Style
 
Top Equity Holdings
  Company Sector PE 3Y High 3Y Low % Assets
  Franklin India Bluechip Direct Fund-Gr - - - - 50.30
  Templeton India Value Direct-G - - - - 15.32
  Franklin India Prima Fund - Di - - - - 15.01
  Franklin India Corporate Debt Direct-G - - - - 9.68
  Franklin India Dynamic Accrual Direct Plan-Gr - - - - 9.61
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 Oct 31, 2019
Most Recent Dividends
  Plan Record Date Dividend
(R / Unit)
   
+ Dividend Nov 01, 2019 2.2135   More...
    Oct 19, 2018 1.8008    
    Oct 27, 2017 1.9501    
    Oct 28, 2016 1.9140    
    Oct 23, 2015 2.1668    
    Oct 31, 2014 2.3591    
    Oct 25, 2013 2.3378    
    Oct 19, 2012 3.3034    
    Oct 24, 2011 3.5236    
    Oct 22, 2010 5.2705    
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: 1800-425-4255 / 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