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

Moderately High
14 yrs 3 monthsStarted on:01 Dec 2003
₹ 14.47 Cras on: 23 Feb 2018
Long Term Horizon
1.64%
Capital Appreciation

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. 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.

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

Scheme Documents

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Tenure

TenureReturns (CAGR)
1 YR12.88
2 YR19.37
3 YR9.15

SIP Returns

TenureReturns (CAGR)
1 YR7.82
2 YR13.2
3 YR11.98
5 YR14.19
10 YR13.78

Portfolio

Company Name% Assets

Top Sectoral Holdings

Sector Name% Assets
Financial24.21
Automobile8.56
Energy7.58
Construction7.18
Technology6.44
Healthcare5.7
FMCG4.73
Engineering2.81
Chemicals2.75
Communication2.09

Indicators

LabelValue
Standard Deviation10.14%
Beta0.92%
Sharpe Ratio0.73

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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