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

Moderately High
16 yrs 2 monthsStarted on:01 Dec 2003
₹ 11.88 Cras on: 21 Jan 2020
Medium Horizon
1.39%
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 Fund
Current NAV 147.04
Return (CAGR) 15.91%
Value Research
DSP Equity & Bond Fund
Current NAV 166.29
Return (CAGR) 14.57%
Value Research
Kotak Equity Hybrid Fund
Current NAV 27.06
Return (CAGR) 13.99%
Value Research NA
ICICI Pru Child Care Fund
Current NAV 147.11
Return (CAGR) 15.73%
Value Research
Franklin India Equity Hybrid Fund
Current NAV 125.77
Return (CAGR) 13.40%
Value Research
Nippon India equity hybrid fund
Current NAV 54.71
Return (CAGR) 12.32%
Value Research
Aditya Birla SL Equity Hybrid 95 Fund
Current NAV 767.54
Return (CAGR) 19.20%
Value Research
Tata Hybrid Equity Fund
Current NAV 220.86
Return (CAGR) 15.04%
Value Research
UTI Hybrid Equity Fund
Current NAV 171.7
Return (CAGR) 14.50%
Value Research
Baroda Pioneer Hybrid Fund
Current NAV 56.33
Return (CAGR) 11.14%
Value Research
HDFC Retirement Savings Fund Hybrid Equity
Current NAV 17.5
Return (CAGR) 15.39%
Value Research
Mirae Asset Hybrid Equity Fund
Current NAV 15.71
Return (CAGR) 10.60%
Value Research

Tenure

TenureReturns (CAGR)
YTD1.06
1 Month1.10
3 Month4.19
1 YR5.39
3 YR7.27

SIP Returns

TenureReturns (CAGR)
1 YR7.3
2 YR3.78
3 YR3.68
5 YR6.01
10 YR9.7

Portfolio

Company Name% Assets

Top Sectoral Holdings

Sector Name% Assets
Financial23.94
Energy11.42
Construction8.28
Technology6.38
Healthcare5.42
Automobile5.06
Communication3.66
Services3.19
Engineering2.33
Chemicals2.08

Indicators

LabelValue
Standard Deviation10.07%
Beta0.95%
Sharpe Ratio0.23

Paul Parampreet

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

Other Funds Managed by Paul Parampreet