Franklin India Life Stage Fund Of Funds - 50S Plus Floating Rate Plan - Direct Growth

Hybrid | Conservative Hybrid Fund

(NAV as of 19/12/2022)

0.00 (-100.00)

3Y Returns

-100%

Min SIP

₹2000

Min Lumpsum

₹5000

Expense Ratio

0.14%

Fund Size

₹19 Cr

Inception Date

01-Jan-13

Fund Manager

Rajasa Kakulavarapu

Exit Load

1% on or before 1Y.

Wealthzi View

Fund Traits

Zi Tags

Description

Interest Rate Sensitivity

This fund has a modified duration of more than 4 years, thus it has high interest rate sensitivity.

Market Risk / Risk Taken Compared to Benchmark

This fund has taken less risk than the CRISIL Hybrid 85+15 - Conservative Index benchmark and its beta is less than Conservative Hybrid Fund category average when compared on the 5 year period.

Fund Size

This fund has a low range AUM which may create liquidity issues in unforeseen times.

SIP Returns

This fund has given less SIP returns than the CRISIL Hybrid 85+15 - Conservative Index benchmark and among the bottom quartile in Conservative Hybrid Fund category when compared on the 5 year period.

Risk Adjusted Returns

This fund has given lower risk adjusted returns than the CRISIL Hybrid 85+15 - Conservative Index benchmark and among the bottom quartile in Conservative Hybrid Fund category when compared on the 5 year period.

Portfolio Credit Quality

This fund has portfolio holdings in high rated AAA bonds and papers.

Extra Returns Over Benchmark

This fund has not beaten the CRISIL Hybrid 85+15 - Conservative Index benchmark and among the bottom quartile in Conservative Hybrid Fund category when compared on a 3 year rolling period.

Returns Consistency

This fund has given more or less similar returns than the CRISIL Hybrid 85+15 - Conservative Index benchmark and among the mid quartile in Conservative Hybrid Fund category when compared on a 3 year rolling period.

Performance Against Inflation

This fund has given better inflation beating returns than the CRISIL Hybrid 85+15 - Conservative Index benchmark and among the top quartile in Conservative Hybrid Fund category when compared on a 3 year rolling period.

Overall Fund Zi Tag

Interest Rate Sensitivity

→

Market Risk / Risk Taken Compared to Benchmark

→

Fund Size

→

SIP Returns

→

Risk Adjusted Returns

→

Portfolio Credit Quality

→

Extra Returns Over Benchmark

→

Returns Consistency

→

Performance Against Inflation

→

Overall Fund Zi Tag

Asset Allocation

Equity

0.00%

Debt & Others

100.00%

Market Cap Allocation

Large Cap

0.00%

Mid Cap

0.00%

Small Cap

0.00%

Other Cap

0.00%

Sector Allocation

Mutual Fund

100.01%

Cash/Deposits/Margins/Treps/Repo/Swaps

-0.02%

Top Ten Holdings

Franklin India Savings Fund Direct-Growth Plan

79.17%

Franklin India Bluechip Fund Direct-Growth Plan

10.44%

Templeton India Value Fund Direct-Growth Plan

10.40%

Call, Cash & Other Assets

-0.02%

Investment Objective

To Generate Superior Risk Adjusted Returns To The Investors In Line With Their Chosen Asset Allocation

Fund House Detail

AMC Name

Franklin Templeton Asset Management (India) Private Limited

Scheme Document

https://www.franklintempletonindia.com/investor/downloads/fund-documents

Address

Indiabulls Finance Centre; Tower 2,12th and 13th Floor; Senapati Bapat Marg; Elphinstone Road (W)Mumbai 400013

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