Franklin India Life Stage FoF 30s (Hybrid, Hybrid Balanced Hybrid)

Moderately High
15 yrs 1 monthsStarted on:01 Dec 2003
₹ 7.38 Cras on: 13 Dec 2018
Medium Horizon
1.67%
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.

Exit Load

w.e.f 03/08/2009 Entry Load - NIL; Exit Load - 0.75% if the units are redeemed/switched out within 1 year from the date of allotment

Scheme Documents

Similar Funds
ICICI Pru Advisor Series Passive Strategy
Current NAV 1114.25
Return (CAGR) 13.18%
Crisil Ranking NA
Value Research NA
UTI CCF Savings Plan
Current NAV 1114.25
Return (CAGR) 10.41%
Crisil Ranking NA
Value Research NA
Franklin India Pension
Current NAV 1114.25
Return (CAGR) 12.21%
Crisil Ranking NA
Value Research NA
Axis Childrens Gift Compulsory Lock In
Current NAV 1114.25
Return (CAGR) 7.99%
Crisil Ranking NA
Value Research NA
Principal Retirement Savings Fund Moderate
Current NAV 1114.25
Return (CAGR) 7.49%
Crisil Ranking NA
Value Research NA

Tenure

TenureReturns (CAGR)
1 Month1.42
1 YR0.51
2 YR8.13
3 YR8.94

SIP Returns

TenureReturns (CAGR)
2 YR3
3 YR6.06
5 YR8.05
10 YR10.33

Portfolio

Company Name% Assets

Top Sectoral Holdings

Sector Name% Assets
Financial14.92
Automobile5.2
Construction5.02
Technology4.88
Energy4.85
Healthcare4.33
FMCG3.33
Communication2.01
Engineering2
Metals1.46

Indicators

LabelValue
Standard Deviation8.02%
Beta0.94%
Sharpe Ratio0.2

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

© CRISIL Limited 2017. All Rights Reserved