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Franklin India Dynamic PE Ratio Fund of Funds-Growth

Category: Hybrid Debt Oriented (Fund of Funds)
Launch Date: 31-10-2003
Asset Class: Mixed Asset
Benchmark: Crisil Balanced Fund Aggressive Index
Expense Ratio: 1.84% As on (31-03-2018)
Status: Open Ended Schemes(Fund of Funds - Domestic) for subscription
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 865.91 Cr As on (31-03-2018)
Turn over: 23.49%
NAV as on 18-05-2018

77.3073

-0.24 (-0.3057%)

CAGR Since Inception

15.09%

PERFORMANCE of Franklin India Dynamic PE Ratio Fund of Funds-Growth

Scheme Performance (%)

Data as on - 21-05-2018

Yearly Performance (%)

Fund Managers

Mr. Anand Radhakrishnan

Mr. Radhakrishnan is a B.Tech, CFA and PGDM from IIM Ahmedabad. Prior to joining Franklin Templeton Investments, he has worked with Sundaram Asset Management Ltd., SBI Funds Management and Asian Convertible and Income Fund.

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.

RETURNS CALCULATOR for Franklin India Dynamic PE Ratio Fund of Funds-Growth

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

riskometer

Key Performance and Risk Statistics of Franklin India Dynamic PE Ratio Fund of Funds-Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Franklin India Dynamic PE Ratio Fund of Funds-Growth 6.83 1.13 1.2 0.83 - -
Hybrid Debt Oriented (Fund of Funds) - - - - - -

PEER COMPARISION of Franklin India Dynamic PE Ratio Fund of Funds-Growth

Period
Data as on - 21-05-2018
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Franklin India Dynamic PE Ratio Fund of Funds-Growth 31-10-2003 6.17 10.36 8.01 10.38 9.66
HSBC Managed Solutions - Growth - Growth 30-04-2014 10.85 16.48 11.38 0.0 0.0
HSBC Managed Solutions - Moderate - Growth 30-04-2014 9.43 14.39 10.72 0.0 0.0
Principal Asset Allocation Fund of Funds - Aggressive Plan - Regular Sub - Plan - Growth 14-12-2015 8.93 15.81 0.0 0.0 0.0
ICICI Prudential Advisor Series Long Term Saving Plan - Growth 18-12-2003 8.76 14.93 9.71 12.04 9.73
Aditya Birla Sun Life Asset Allocator Multi Manager FoF Scheme - Regular Plan - Growth Option 17-08-2006 8.44 13.56 10.26 13.73 7.11
Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option 09-05-2011 8.1 14.15 10.27 14.18 0.0
ICICI Prudential Moderate - Growth 18-12-2003 7.62 13.48 9.51 11.4 9.49
Principal Asset Allocation Fund of Funds - Moderate Plan - Regular Sub-Plan - Growth 14-12-2015 7.08 11.43 0.0 0.0 0.0
Aditya Birla Sun Life Financial Planning Fund - Prudent Plan - Regular Plan - Growth Option 09-05-2011 6.93 10.36 8.3 10.64 0.0

PORTFOLIO ANALYSIS of Franklin India Dynamic PE Ratio Fund of Funds-Growth

Asset Allocation (%)

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