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 35+65 Aggressive TRI
TER: 1.91% As on (31-07-2024)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 1,330.49 Cr As on 31-07-2024(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.

159.7076

14.21%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
S&P BSE India Bond Index
-
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 25.29 18.95 15.97 13.95 11.05
Mirae Asset Equity allocator Fund Of Fund Regular Growth 15-09-2020 39.37 24.73 18.43 - -
HSBC Managed Solutions - Growth - Growth 30-04-2014 39.09 29.23 21.65 25.39 21.41
Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option 09-05-2011 34.47 24.03 17.07 19.33 13.66
Aditya Birla Sun Life Asset Allocator FoF- Regular Plan - Growth Option 17-08-2006 32.05 21.74 15.01 17.88 13.12
HSBC Managed Solutions - Moderate - Growth 30-04-2014 31.08 23.02 16.67 19.66 14.25
Kotak Multi Asset Allocator Fund of Fund - Dynamic - Growth 01-08-2004 30.92 25.26 19.41 21.78 14.99
Nippon India Asset Allocator FoF - Regular Plan - Growth Option 07-02-2021 30.62 25.04 18.82 - -
BANDHAN Asset Allocation Fund - Regular Plan - Aggressive Plan - Growth 20-02-2010 30.07 19.61 13.37 15.47 10.86
Motilal Oswal Asset Allocation FOF- A- Regular Growth 10-03-2021 28.91 19.84 14.28 - -

Scheme Characteristics

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

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Others

100.0%

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