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

Moderately High
15 yrs 9 monthsStarted on:01 Dec 2003
₹ 5.88 Cras on: 19 Aug 2019
Medium Horizon
1.22%
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
Franklin India Pension Fund
Current NAV 126.57
Return (CAGR) 12.00%
Value Research NA
UTI CCF Savings Plan Fund
Current NAV 22.12
Return (CAGR) 10.03%
Value Research NA
ICICI Pru Advisor Series Passive Strategy Fund
Current NAV 62.9
Return (CAGR) 12.44%
Value Research NA
Axis Childrens Gift Compulsory Lock In Fund
Current NAV 13.12
Return (CAGR) 7.62%
Value Research NA
Principal Retirement Savings Fund Moderate
Current NAV 12.4
Return (CAGR) 6.01%
Value Research NA

Tenure

TenureReturns (CAGR)
2 YR2.00
3 YR5.15

SIP Returns

TenureReturns (CAGR)
3 YR2.17
5 YR5.1
10 YR8.69

Portfolio

Company Name% Assets

Top Sectoral Holdings

Sector Name% Assets
Financial15.34
Energy5.85
Construction5.52
Technology5.18
Automobile4.1
Healthcare3.42
Communication3.19
FMCG2
Services1.59
Engineering1.55

Indicators

LabelValue
Standard Deviation7.08%
Beta0.93%

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