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刀塔2比赛结果

Previously called: FT India Life Stage FoF 30s Direct-G

NAV as of ( Sep 09, 2022 )

85.15 0.18 % 1-D Change

10.52% p.a.

You get upto 0.37% extra returns

ET Money's Fund Report Card - Franklin India Life Stage FoF 30s Scheme

ET Money Rank

4

Out of 5

ranking
Performance Quality info

Good drop-arrow

Generated returns consistently

3/5

Increased returns for each unit of additional risk info

2/5

Downside Protection info

Good drop-arrow

Controlled losses during market corrections

2/5

Delivered returns without frequent ups and downs

3/5

Minimum SIP amount is ₹
Minimum Lumpsum amount is ₹

By continuing, I agree to the Declaration and T&Cs.

none buyable frame

Fresh Investments closed in this fund!

This fund is no longer available to invest

This fund vs
Show performance of:

Scheme Details

ET Money Rank 4 Out of 5
VRO Rating N.A.
Expense ratio 1.04%  As on Jul 31, 2022
Exit Load 0.75% info
AUM (Fund Size) 6 Crs
Lock-in No Lockin
Age 9 yrs 8 m Since Jan 01, 2013
Benchmark NA
Min. Investment

SIP 500  &

Lumpsum 5000

About Franklin India Life Stage FoF 30s Scheme

Franklin India Life Stage FoF The 30s Plan Direct-Growth is a Balanced Hybrid mutual fund scheme from Franklin Templeton Mutual Fund . This fund has been in existence for 9 yrs 8 m, having been launched on 01/01/2013. Franklin India Life Stage FoF The 30s Plan Direct-Growth has ₹6 Crores worth of assets under management (AUM) as on 30/06/2022 and is medium-sized fund of its category. The fund has an expense ratio of 1.04%, which is close to what most other Balanced Hybrid funds charge. Currently, the fund has a 53.16% allocation to equity and 41.58% to Debt.
  • Franklin India Life Stage FoF The 30s Plan Direct-Growth returns of last 1-year are 4.79%. Since launch, it has delivered 10.53% average annual returns. The fund has doubled the money invested in it every 8 yrs.
  • Franklin India Life Stage FoF The 30s Plan Direct-Growth scheme's ability to deliver returns consistently is in-line with most funds of its category. Its ability to control losses in a falling market is below average.
  • The fund's equity portion is primarily invested in Financial sectors. It has taken less exposure in Financial sectors compared to other funds in the category.
  • The debt portion of the fund has low credit quality indicating the quality of borrowers it has lent it to is not too great.
  • The fund's top 5 holdings are in Franklin India Income Builder Plan A Direct-Growth, Franklin India Bluechip Direct Fund-Growth, Templeton India Growth Direct Plan-Growth, Franklin India Prima Fund - Direct Plan, Franklin India Dynamic Accrual Direct Plan-Growth.
.....
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Total value Profit
This fund
Category Average
Bank FD
Gold

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully. Past performance is not an indicator of future returns.

Latest Asset & Portfolio Allocation

as on Jul 31, 2022
Top Stock Holdings

Bifurcation by Holding is not available for this fund

Allocation by Market Cap

Large Cap 39.87%

Mid Cap 10.43%

Small Cap 2.47%

Other Cap 0.38%

Allocation by Sector

Bifurcation by Sector is not available for this fund

Top Debt Holdings

Bifurcation by Holding is not available for this fund

Allocation by Credit Quality

AAA 31.35%

SOV 8.1%

Cash & Call Money 2.9%

AA 1.03%

Allocation by Instruments

Mutual Fund 98.41%

Cash/Net Current Assets 1.59%

Other Holdings

Franklin India Income Builder Plan A Direct-Growth 42.25%

Franklin India Bluechip Direct Fund-Growth 35.23%

Templeton India Growth Direct Plan-Growth 10.12%

Franklin India Prima Fund - Direct Plan 10.06%

Comparison with balanced hybrid Funds

as on Sep 12, 2022
Average
1.34%
1.24 % p.a
This fund

Lowest
0.91%

Highest
1.61%
Pick time period to see return
  • 1m
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  • 6m
  • 1y
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Trailing Returns and Ranks

as on Sep 12, 2022
Period Trailing returns Category average Rank within category
1 month 1.24% 1.34% 4 / 5
3 months 8.63% 8.64% 2 / 5
6 months 5.29% 5.82% 3 / 5
1 year 4.75% 5.26% 3 / 5
3 years 12.22% 13.51% 4 / 5
5 years 8.03% 9.19% 3 / 5

Riskometer

Level of Risk in the Scheme

High

Investors understand that their principal will be at High risk

Franklin India Life Stage FoF 30s Scheme

HYBRID BALANCED HYBRID

The scheme seeks to generate superior risk adjusted returns to investors in line with their chosen asset allocation.

  • Std. Dev : 14.08
  • Alpha : 1.53
  • Beta : 0.56
  • Sharpe : 0.64
  • Sortino : 0.71
  • Profile

    Rajasa Kakulavarapu

    Ms. Kakulavarapu has done B.Tech and MBA.

    Prior to joining Franklin Templeton Mutual Fund, she has worked with Jefferies India Pvt. Ltd. and Credit Suisse Securities (India) Pvt. Ltd.

Franklin Templeton Mutual Fund

Franklin Templeton Mutual Fund

# SCHEMES

31

See all schemes

TOTAL AUM:

₹60,017 Crs

As on Jun 30, 2022

  • Phone: 1800-425-4255 / 60004255
  • Address: Unit No.202/203/204, 2nd Floor
    Dalamal Tower, Plot No. 211
    Free Press Journal Marg, Nariman Point
    Mumbai, 400013

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Frequently asked questions

How are the returns of Franklin India Life Stage FoF 30s Scheme ?

The Franklin India Life Stage FoF 30s Scheme is a 9 yrs 8 m old fund and has delivered average annual returns of 10.52% since inception.

Franklin India Life Stage FoF 30s Scheme Returns

1-Year 3-Year 5-Year Since Inception
4.75% 12.22% 8.03% 10.52%

NAV or Net Asset Value is the per-unit price of the Mutual Fund. The NAV of a Mutual Fund changes every day. It is calculated by taking the current value of the holdings of the fund at end of the day, subtracting the expenses, and dividing the value by the number of units issued to date.

The NAV of Franklin India Life Stage FoF 30s Scheme for Sep 09, 2022 is 85.15 .

Franklin India Life Stage FoF 30s Scheme has an ET Money Rank of # 4 of 5 and a consistency rating of 3 .

This indicates the fund has delivered above-average returns, however, the consistency at which it generates returns is not so great. If you are ok with sharp swings in your returns, you can go for this fund

On ET Money, Investing in Franklin India Life Stage FoF 30s Scheme is fast, easy, and 100% paperless. And it takes only minutes. Here is what you need to do -

  1. Click on the Invest Now Button present on the top right-hand side.
  2. Enter your email id, select whether you want to do a one-time investment or start a SIP and add the amount
  3. Provide few more details needed including the bank account from which you will be making the payment and confirm.
  4. That's it. Your SIP or one-time investment in Franklin India Life Stage FoF 30s Scheme is done.

The Expense Ratio of a Mutual Fund is the annual charges you pay to the Mutual Fund company for managing your investments in that fund. The Expense Ratio is a percentage of Assets Under Management (AUM) and is taken from the returns generated by the fund. For this reason, a fund with a lower expense ratio is always better because a smaller part of the returns will be taken and that means more returns for you.

The Expense Ratio of the direct plan of Franklin India Life Stage FoF 30s Scheme is 1.04%.  .

Redeeming your investments in Franklin India Life Stage FoF 30s Scheme is super easy. If you have invested in this fund via ET Money, just login into the app, go to the investment section and put the redemption request.

If you have invested in Franklin India Life Stage FoF 30s Scheme from anywhere else, you can go to the fund house website and put a request through it.

AUM or Asset Under Management is the total value of the assets held by a Mutual Fund scheme. For instance, for an equity Mutual Fund, the AUM will be the total value of its portfolio's equity shares (plus any other asset it might have invested in). The AUM of the fund changes every day because the price of the underlying asset fluctuates daily. However, the Mutual Fund company doesn't update it every day. It is updated only at the end of the month and released within few days of the next month.

The AUM of the fund is a good indicator of its popularity. A fund with a high AUM means a lot of money has been invested in it, and investors like it. However, the AUM should never be the primary criteria while selecting a fund. There are funds with huge AUMs that continue to perform well despite their size.

The AUM of Franklin India Life Stage FoF 30s Scheme is ₹6 Crs.

The credit rating of the instruments in which the fund invests represents the quality of the borrower.

The Franklin India Life Stage FoF 30s Scheme's debt portion's allocation by credit quality is given below
Credit Quality Percentage of Portfolio
AAA 31.35%
SOV 8.1%
Cash & Call Money 2.9%
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