NRI from all over the world (excluding U.S.A. & Canada) can invest in this fund
SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671
₹123.51
0.02%
NAV as on 18 Dec 22, 12:00 AM
very high risk
fund of funds
fof
NAV as on 18 Dec 22, 12:00 AM
very high risk
fund of funds
fof
4.76%p.a.
Last 1Y
14.37%p.a.
Last 3Y
8.56%p.a.
Last 5Y
14.16%p.a.
Since Inception
About Franklin India Life Stage Fund of Funds The 20s Plan Growth for NRIs
NRIs can achieve long-term capital appreciation by investing in the Franklin India Life Stage Fund of Funds The 20s Plan Growth scheme from Franklin Templeton Asst Mgmt(IND)Pvt Ltd. It is a Fund of Funds mutual fund scheme that predominantly invests in Fund of Funds stocks of companies. Launched on Dec 2003, Franklin India Life Stage Fund of Funds The 20s Plan Growth is Fund of Funds fund of its category with 10.8 Cr fund under management as on Dec 2022. The expense ratio of this fund is less than that of most other Fund category Fund of Funds funds.
- Franklin India Life Stage Fund of Funds The 20s Plan Growth delivered 4.8% annual returns during the last year. It has delivered 14.2% average annual returns since the fund was launched.
- Franklin India Life Stage Fund of Funds The 20s Plan Growth scheme tends to consistently deliver higher returns than most schemes in the same category.
- The scheme has predominantly invested in fof
Fund Objective
The primary objective is to generate superior risk adjusted returns to investors in line with their chosen asset allocation.
Top 5 Holdings
Franklin India Bluechip Dir Gr
54.30%
Templeton India Value Dir Gr
16.26%
Franklin India Prima Dir Gr
15.77%
Franklin India Corp Dbt Dir Gr
13.31%
Franklin India Dyn Acrl Sgtd Ptf 2 DirGr
0.04%
Fund Managers
- Rajasa Kakulavarapu (Feb 2022 - Present)
Key Information
View Scheme Document
Franklin India Life Stage Fund of Funds The 20s Plan Growth SIP Calculator
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Fixed Deposit
NRI Mutual Fund Tax on Franklin India Life Stage Fund of Funds The 20s Plan Growth
Just like for resident investors, capital gains from mutual fund investments are subject to income tax for NRI investors.
| Fund Type | Short-term Capital Gains (STCG) Tax | Long-term Capital Gains (LTCG) Tax |
|---|---|---|
| Equity mutual funds | 15% | 10% (above Rs. 1 lakh LTCG) without indexation* |
| Debt & other types of funds | At tax slab rate | 20% with indexation benefits |
How can NRIs invest in Franklin India Life Stage Fund of Funds The 20s Plan Growth?
NRIs and OCIs can download the SBNRI app to invest in mutual funds from the country of their residence. Here are a few simple steps you need to take:
- Complete your NRI KYC: Type in your personal details and attach supporting documents, like:
- PAN Number
- Overseas address proof: Any of – Water/electricity bill, postpaid mobile/internet bill, rent agreement, driving license, etc.
- Passport – front and back
- Passport size photograph
- signature
If all details are correct, your KYC will be approved within 7 to 8 business days.
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing in Franklin India Life Stage Fund of Funds The 20s Plan Growth
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing:
- City and country of birth
- NRE/NRO bank account statement/ canceled cheque for the latest 3 months
- Nominee details
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