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

Moderately High
15 yrs 3 monthsStarted on:01 Dec 2003
₹ 7.16 Cras on: 22 Feb 2019
Medium Horizon
1.75%
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

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Tenure

TenureReturns (CAGR)
3 Month1.34
1 YR0.53
2 YR5.22
3 YR10.03

SIP Returns

TenureReturns (CAGR)
2 YR1.59
3 YR4.91
5 YR7.1
10 YR9.81

Portfolio

Company Name% Assets

Top Sectoral Holdings

Sector Name% Assets
Financial15.16
Technology6.2
Construction5.52
Energy4.99
Automobile4.69
FMCG3.32
Healthcare3.3
Communication1.91
Engineering1.68
Metals1.52

Indicators

LabelValue
Standard Deviation7.82%
Beta0.94%
Sharpe Ratio0.37

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