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Franklin India Life Stage Fund Of Funds - 30's Plan

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Annualised Returns As of 31/10/2017
13.37%
Minimum Investment/Multiples for Fresh Purchase (INR)

5000/1

Additional Investment/Multiples thereof (INR)

1000/1

Over 350 Unique Investors (As of 30/09/2017)
Why should you invest in this fund?
  • Franklin India Life Stage Fund of Funds- 30s Plan is a “fund of funds” scheme offering life stage based solutions under different plans with varying asset allocation as per age-groups
  • As the name suggests , the fund is suitable for investors within the age group of 30-40 years
  • The fund invests in a mix of equity and fixed income funds of Franklin Templeton as per stated asset allocation
What are the “Tax Benefits” of investing in this fund?
  • Long term capital gains (LTCG) tax @20% (plus surcharge, if applicable and cess) with indexation if units held for more than 36 months
  • Short term capital gains (STCG) tax at the income tax slab rate if units are held for less than 36 months
  • Investor does not pay any tax on dividends but a Dividend Distribution Tax (DDT) is deducted at source @28.84% (25% + 12% surcharge + 3% education cess)
What is the “Ideal Investment Horizon” while investing in this fund?

The recommended investment horizon is “5 years or more”

Alternative To
  • Retirement Plan

Suitable For
  • Retirement Corpus

  • Long Term Wealth Creation

  • Education Corpus

Fund Video

Fund Information

  • Inception 01/12/2003
  • Entry Load Nil
  • Exit Load In respect of each purchase of units - 0.75% if redeemed within 1 year of allotment
  • NAV in INR as on 16/11/2017
  • 30s Plan-Growth 57.24
  • 30s Plan-Dividend 24.15
  • Direct-Growth 58.80
  • Direct-Dividend 24.95
  • Additional Fund Information as on 30/09/2017
  • Portfolio Turnover 16.49%
  • Expense Ratio [#] 1.53%
  • Expense Ratio (Direct) [#] 0.89%
  • Benchmark(s) 45% S&P BSE Sensex + 10% Nifty 500 + 45% Crisil Composite Bond Fund Index
  • Fund Manager Anand Radhakrishnan, Sachin Shankar Padwal Desai & Pallab Roy
Product Label
This product is suitable for Investors who are seeking*:
  • Long term capital appreciation
  • A fund of funds investing in equity and debt mutual funds
”Moderately

*Investors should consult their financial distributors if in doubt about whether the product is suitable for them.

[#] The rates specified are the actual average charged for the month of October 2017. The above ratio includes the Service tax on Investment management fees. The above expense also includes proportionate charge in respect sales of beyond T-15 cities subject to maximum of 30 bps on daily net assets wherever applicable.