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: 2.12% As on (28-02-2025)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 1,228.51 Cr As on 28-02-2025(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.

156.7327

13.71%

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 7.49 17.97 13.12 17.63 9.87
Nippon India Asset Allocator FoF - Regular Plan - Growth Option 07-02-2021 13.82 22.89 17.14 - -
Franklin India Multi - Asset Solution Fund of Funds- Growth Plan 05-11-2014 12.38 15.42 11.04 10.42 6.85
Aditya Birla Sun Life Asset Allocator FoF- Regular Plan - Growth Option 17-08-2006 11.87 21.22 13.61 19.57 11.62
HDFC Asset Allocator Fund of Funds - Growth Option 01-05-2021 11.68 18.34 14.61 - -
ICICI Prudential Passive Multi-Asset Fund of Funds - Growth 13-01-2022 11.26 15.8 12.28 - -
Quantum Multi Asset Fund of Funds - Regular Plan Growth Option 05-04-2017 11.12 13.92 10.93 12.91 -
HSBC Aggressive Hybrid Active FOF - Growth 30-04-2014 10.68 25.17 17.96 27.68 18.51
Aditya Birla Sun Life Financial Planning Fund - Moderate Plan - Regular Plan - Growth Option 09-05-2011 10.04 17.84 12.39 16.54 10.22
Aditya Birla Sun life Financial Planning Fund - Conservative Plan - Regular Plan - Growth Option 09-05-2011 9.93 14.31 10.69 12.94 8.73

Scheme Characteristics

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

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Others

99.99%

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