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

Moderately High
15 yrs 3 monthsStarted on:01 Dec 2003
₹ 12.68 Cras on: 15 Feb 2019
Medium Horizon
1.59%
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

Similar Funds
SBI Equity Hybrid
Current NAV 124.69
Return (CAGR) 15.77%
Value Research
ICICI Pru Child Care
Current NAV 130.47
Return (CAGR) 15.84%
Value Research
DSP Equity & Bond
Current NAV 138.66
Return (CAGR) 14.25%
Value Research
Aditya Birla SL Equity Hybrid 95
Current NAV 705.21
Return (CAGR) 19.59%
Value Research
Reliance Equity Hybrid
Current NAV 50.47
Return (CAGR) 12.54%
Value Research
UTI Hybrid Equity
Current NAV 157.7
Return (CAGR) 14.69%
Value Research
Baroda Pioneer Hybrid
Current NAV 52.66
Return (CAGR) 11.36%
Value Research
HDFC Retirement Savings Fund Hybrid Equity
Current NAV 15.64
Return (CAGR) 16.22%
Value Research NA
Mirae Asset Hybrid Equity
Current NAV 13.71
Return (CAGR) 9.29%
Value Research
Principal Retirement Savings Fund Progressive
Current NAV 12.9
Return (CAGR) 8.36%
Value Research NA

Tenure

TenureReturns (CAGR)
2 YR4.94
3 YR10.58

SIP Returns

TenureReturns (CAGR)
3 YR2.93
5 YR6.28
10 YR10.38

Portfolio

Company Name% Assets

Top Sectoral Holdings

Sector Name% Assets
Financial22.14
Technology8.98
Construction8.04
Energy7.31
Automobile6.83
FMCG4.81
Healthcare4.81
Communication2.75
Engineering2.5
Metals2.23

Indicators

LabelValue
Standard Deviation11.08%
Beta0.94%
Sharpe Ratio0.34

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