Franklin India Life Stage Fund Of Funds - 50's Plus Plan (Hybrid, Debt-oriented)

Moderately High
14 yrs 3 monthsStarted on:01 Dec 2003
₹ 6.62 Cras on: 23 Feb 2018
Medium Horizon
2.09%
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 17/12/2009 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)
3 Month0.37
1 YR8.24
2 YR11.52
3 YR8.20

SIP Returns

TenureReturns (CAGR)
1 YR6
2 YR8.83
3 YR8.75
5 YR9.53
10 YR9.38

Portfolio

Company Name% Assets

Top Sectoral Holdings

Sector Name% Assets
Financial7.09
Automobile2.22
Energy1.98
Construction1.82
Technology1.49
Healthcare1.3
FMCG1.04
Chemicals0.87
Communication0.41
Metals0.39

Indicators

LabelValue
Standard Deviation3.23%
Beta0.75%
Sharpe Ratio1.63

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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