Franklin India Life Stage FoF 20s (Hybrid, Hybrid Aggressive Hybrid)

Moderately High
15 yrs 1 monthsStarted on:01 Dec 2003
₹ 12.68 Cras on: 17 Dec 2018
Medium Horizon
1.46%
Capital Growth and Income

Minimum Investment

  • ₹ 5000.00 for Lumpsum

Investment Objective

The scheme seeks to generate superior risk adjusted returns to investors in line with their chosen asset allocation. The scheme will invest in a combination of equity and income funds of Franklin Templeton Mutual Fund. The debt and equity allocation will be automatically rebalanced every 6 months to revert to the steady state levels.

Exit Load

w.e.f 03/08/2009 Entry Load - NIL; Exit Load - 1% if the units are redeemed/switched out within 1 year from the date of allotment

Scheme Documents

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Tenure

TenureReturns (CAGR)
1 Month1.17
2 YR9.45
3 YR9.01

SIP Returns

TenureReturns (CAGR)
2 YR1.92
3 YR5.91
5 YR8.39
10 YR11.49

Portfolio

Company Name% Assets

Top Sectoral Holdings

Sector Name% Assets
Financial21.7
Automobile7.53
Construction7.27
Energy7.06
Technology7.03
Healthcare6.28
FMCG4.78
Engineering2.95
Communication2.88
Chemicals2.19

Indicators

LabelValue
Standard Deviation11.37%
Beta0.94%
Sharpe Ratio0.19

Paul Parampreet

Mr. Parampreet is PGDM from IIM Calcutta and B.Tech from IIT Kharagpur.
Prior to joining Edelweiss AMC he has worked with Edelweiss Securities Ltd., SDG India Pvt. Ltd., ICICI Bank and with BG India Pvt. Ltd.

Other Funds Managed by Paul Parampreet

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