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

Moderately High
15 yrs 11 monthsStarted on:01 Dec 2003
₹ 11.51 Cras on: 18 Oct 2019
Medium Horizon
1.29%
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)
YTD1.01
1 Month4.72
1 YR4.86
2 YR0.33
3 YR4.87

SIP Returns

TenureReturns (CAGR)
1 YR1.75
3 YR2.13
5 YR5.07
10 YR9.41

Portfolio

Company Name% Assets

Top Sectoral Holdings

Sector Name% Assets
Financial23.04
Energy10.73
Construction8.16
Technology6.16
Healthcare5.06
Communication4.82
Automobile4.41
Services2.56
Engineering2.24
Chemicals2.19

Indicators

LabelValue
Standard Deviation10.32%
Beta0.95%

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