Franklin India Life Stage Fund Of Funds The 50S Plus Direct Growth
Franklin India Life Stage Fund Of Funds The 50S Plus Direct Growth

Franklin India Life Stage Fund Of Funds The 50S Plus Direct Growth

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Hybrid
Direct
Fund Of Funds

NAV: ₹ 40.3 as on 25-11-2022

Fund Performance

Fund Performance

Return
1M
3M
6M
1Y
3Y
5Y
This Fund
1.4%
2%
5.7%
5%
1.3%
3%
Benchmark
-
-
-
-
-
-
About the Fund

Franklin India Life Stage Fund Of Funds The 50S Plus Direct Growth is a hybrid fund. This fund was started on  1 January, 2013. The fund is managed by Rajasa Kakulavarapu. This fund gives you the benefit of diversification.

Key parameters

1) Franklin India Life Stage Fund Of Funds The 50S Plus Direct Growth has a NAV of 40.269 as on 25-11-2022.

2) Franklin India Life Stage Fund Of Funds The 50S Plus Direct Growth has 14 Cr worth of assets under management (AUM) as on 30-09-2022 and is less than category average.

3) The fund has an expense ratio 0.2 %.

Fund Overview

Expense ratio
Expense ratio
0.2%
Benchmark
Benchmark
CRISIL Composite Bond Fund TR INR
AUM
AUM
₹14 Cr
Inception Date
Inception Date
1 January, 2013
Min Lumpsum/SIP
Min Lumpsum/SIP
₹5000/₹2000
Exit Load
Exit Load
1%
Lock In
Lock In
No Lock-in
TurnOver
TurnOver
17.06%

Fund Distribution

  • Equity 19.4%
  • Debt & Cash 80.6%

Sector Allocation

Oct'22

Sep'22

Aug'22

Financial Services

35.2%

Tech

12.5%

Consumer Defensive

8.2%

Industrial

8%

Consumer Cyclical

8%

Utilities

7.6%

Basic Materials

7.4%

Energy

6.5%

Health

4.6%

Communication

2%

Top Holdings

  • All
  • Debt & Cash
Total Holdings5
Debt Holdings5
Holdings
Weight%
Holdings Trend
1M Change
icon
Franklin India Corp Dbt Dir Gr
78.71%
0%
icon
Templeton India Value Dir Gr
10.4%
0%
icon
Franklin India Bluechip Dir Gr
10.04%
0%
icon
Call, Cash & Other Assets
0.77%
0%
icon
Franklin India Dyn Acrl Sgtd Ptf 2 DirGr
0.07%
0%

What changed

in last one month
  • Scheme
  • Portfolio
AUM increased by 0.1 Cr in last 1M
Oct'22 return underperformed benchmark

Change in AUM

Oct'22
₹ 14.3 Cr
Sep'22
₹ 14.2 Cr
Aug'22
₹ 14.3 Cr

Fund Returns vs Benchmark

Oct'22
2.23%
6.76%
Sep'22
-0.52%
-1.46%
Aug'22
1.45%
2.61%
Fund Return
Benchmark Return

Fund Manager

Rajasa Kakulavarapu

Rajasa Kakulavarapu

Managing this fund since 7 February 2022

Top funds managed

Scheme
Annualised Returns(3Y)
Category Returns(3Y)
Franklin India Equity Hybrid Fund Direct Growth
15.67%
14.63%
Franklin India Dynamic Asset Allocation Fund Of Funds Direct Growth
11.58%
--
Templeton India Equity Income Fund Direct Growth
24.92%
19.52%

AMC details

Address
Franklin Templeton Asset Management (India) Private Limited,Indiabulls Finance Centre; Tower 2, 12th and 13th Floor,Senapati Bapat Marg;,Elphinstone Road (W)
Phone
+912267519100
Fund House
Franklin Templeton Asst Mgmt(IND)Pvt Ltd

Fund Highlights

meter
pointer

Moderate Risk

Investors understand that their principal will be at Moderate Risk
About the fund

About the fund

This fund has delivered an average annual returns of 6.56% since inception which is less than its category average return of 8.72%
Fund Allocations

Fund Allocations

This fund has an allocation of 19.41% in Equity, 71.32% in Debt and 9.27% in Cash related instruments
AUM size ₹14 Cr

AUM size ₹14 Cr

This fund has AUM of ₹14 Cr which is less than its category average of ₹ 510 Cr
Expense Ratio 0.2%

Expense Ratio 0.2%

This fund has an expense ratio of 0.2% which is less than its category average expense ratio of 0.8%

Frequently Asked Questions

The current NAV of Franklin India Life Stage Fund Of Funds The 50S Plus Direct Growth is 40.27.
Existing (Absolute + CAGR)
Franklin India Life Stage Fund Of Funds The 50S Plus Direct Growth
Absolute Returns
CAGR Returns
1 Month Returns
1.43%
1.43%
6 Month Returns
5.66%
5.66%
1 Year Returns
5.02%
5.02%
3 Years Returns
3.83%
1.26%
5 Years Returns
15.82%
2.98%
With INDmoney, the process of investing is very simple and involves zero commission.
  • Click Buy on the fund name.
  • Input the amount you are looking to invest.
  • Select Lump Sum or SIP (Weekly, Monthly or Quarterly).
  • Select your bank account and proceed with Payment.
0.2 as on October 2022
14 Cr as on October 2022
AAA
96.18
AA
3.72
B
0.1
Rajasa Kakulavarapu is the fund manager of Franklin India Life Stage Fund Of Funds The 50S Plus Direct Growth
The Exit load of Franklin India Life Stage Fund Of Funds The 50S Plus Direct Growth is 1%

Mutual Fund execution provided by

Technology facilitation Services provided by Finzoom Investment Advisors Pvt. Ltd. - Advisory unit. SEBI Registered Investment Advisor: INA100012190 | BASL Registration No. 1154 | BSE StarMF Platform code: 24801

Disclaimer: Mutual Fund investments are subject to market risks, read all scheme related documents carefully. Past performance is not indicative of future returns.