Franklin India Life Stage Fund Of Funds - 20's Plan (Equity, Multi Cap)

77.2
16.05%
NA
Capital Appreciation
Long Term Horizon
Moderately High
1.44%
13 yrs 9 months01 Dec 2003
₹ 14.57 Cr21 Aug 2017

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Minimum Investment

  • ₹ 5000.00 for Lumpsum

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

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.
TenureReturns (CAGR)
YTD
15.91
3 Month
2.20
1 YR
11.98
2 YR
10.13
3 YR
12.29
TenureReturns (CAGR)
1 YR
14.34
2 YR
14.9
3 YR
12.02
5 YR
14.94
10 YR
13.63

Portfolio

Company Name% Assets

Top Sectoral Holdings

Sector Name% Assets
Financial9.81
Automobile2.94
Energy2.11
Chemicals1.93
Construction1.91
Technology1.84
Services1.75
Engineering1.74
Healthcare1.48
FMCG0.82

Indicators

Standard Deviation10.52%
Beta0.95%
Sharpe Ratio0.91

Anand Radhakrishnan,Sachin Padwal-Desai,Pallab Roy

Mr. Radhakrishnan is a B.Tech, CFA and PGDM from IIM Ahmedabad.Mr. Desai is a B.E and PGDM from IIM Bangalore.Mr. Roy is a M.Com and MBA (Finance).
Prior to joining Franklin Templeton Investments, he has worked with Sundaram Asset Management Ltd., SBI Funds Management and Asian Convertible and Income Fund.Prior to joining Sundaram Mutual Fund he has worked with ICICI Bank, Infosys Technologies and Thermax.He has been associated with Franklin Templeton Investments since 2001.

Other Funds Managed by Anand Radhakrishnan,Sachin Padwal-Desai,Pallab Roy

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