Franklin India Dynamic Asset Allocation Fund of Funds-Growth

(Erstwhile Franklin India Dynamic PE Ratio Fund of Funds-Growth)
Fund House: Franklin Templeton Mutual Fund
Category: Fund of Funds-Domestic-Hybrid
Launch Date: 31-10-2003
Asset Class: Mixed Asset
Benchmark: CRISIL Hybrid 50+50 Moderate Index
TER: 2.01% As on (30-11-2024)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 1,314.08 Cr As on 29-11-2024(Source:AMFI)
Turn over: - | Exit Load: Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year.

159.0498

13.96%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
AK Hybrid Balanced TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
2 Years 3 Months
6 Years 11 Months
10 Years 5 Months
17 Years 9 Months
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment Objective

The scheme aims to provide long-term capital appreciation with relatively lower volatility through a dynamically balanced portfolio of equity and income funds. The equity funds allocation will be determined based on the month-end average PE Ratio of NSE Nifty. The scheme will invest in units of Franklin India Bluechip and Templeton India Income.

Current Asset Allocation (%)

Indicators

Standard Deviation 7.1
Sharpe Ratio 1.6
Alpha 7.07
Beta 0.55
Yield to Maturity -
Average Maturity -

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
Franklin India Dynamic Asset Allocation Fund of Funds-Growth 31-10-2003 13.78 17.63 14.02 13.09 10.43
HSBC Managed Solutions - Growth - Growth 30-04-2014 24.98 28.58 19.72 23.1 20.77
Kotak Multi Asset Allocator Fund of Fund - Dynamic - Growth 01-08-2004 20.58 22.36 18.28 20.76 14.44
HSBC Managed Solutions - Moderate - Growth 30-04-2014 20.18 22.72 15.38 18.04 13.62
Nippon India Asset Allocator FoF - Regular Plan - Growth Option 07-02-2021 19.17 24.25 17.89 - -
Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option 09-05-2011 18.35 21.63 15.28 16.91 12.55
Motilal Oswal Asset Allocation FOF- A- Regular Growth 10-03-2021 18.08 19.87 13.1 - -
Aditya Birla Sun Life Asset Allocator FoF- Regular Plan - Growth Option 17-08-2006 17.89 20.61 13.6 16.05 12.09
Mirae Asset Equity allocator Fund Of Fund Regular Growth 15-09-2020 17.36 21.65 15.55 - -
BANDHAN Asset Allocation Fund - Regular Plan - Aggressive Plan - Growth 20-02-2010 16.49 19.94 12.31 13.57 9.88

Scheme Characteristics

Minimum investment in the underlying fund - 95% of total assets.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Others

100.01%

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