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: 1.45% As on (31-03-2024)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 1,305.78 Cr As on (31-03-2024)
Turn over: - | Exit Load: For units in excess of 10% of the investment,1% will be charged for redemption within one year.

148.3693

14.05%

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 7.34
Sharpe Ratio 1.76
Alpha 7.7
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 26.93 16.88 18.74 12.11 11.59
HSBC Managed Solutions - Growth - Growth 30-04-2014 38.3 24.8 22.96 22.03 21.85
Mirae Asset Equity allocator Fund Of Fund Regular Growth 15-09-2020 35.37 21.99 18.75 - -
Nippon India Asset Allocator FoF - Regular Plan - Growth Option 07-02-2021 33.11 22.95 19.58 - -
Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option 09-05-2011 31.77 18.62 16.83 15.81 14.23
Aditya Birla Sun Life Asset Allocator FoF- Regular Plan - Growth Option 17-08-2006 30.89 17.48 15.02 15.31 14.07
Kotak Multi Asset Allocator Fund of Fund - Dynamic - Growth 01-08-2004 30.77 22.93 20.82 20.35 16.52
HSBC Managed Solutions - Moderate - Growth 30-04-2014 30.01 19.18 17.49 16.77 14.47
Motilal Oswal Asset Allocation FOF- A- Regular Growth 10-03-2021 26.96 15.93 14.13 - -
BANDHAN Asset Allocation Fund - Regular Plan - Aggressive Plan - Growth 20-02-2010 26.78 17.4 13.94 12.18 10.97

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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