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Franklin India Multi Asset Solution Fund of Funds Direct Growth

Aggregate Rating: 2/5
Hybrid Multi Asset Allocation
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Overview

Franklin India Multi Asset Solution Fund of Funds Direct Growth

Franklin Templeton Mutual Fund

The fund seeks to achieve capital appreciation and diversification through a mix of strategic and tactical allocation to various asset classes such as equity, debt, gold and cash by investing in funds investing in these asset classes.

Investments in Franklin India Multi Asset Solution Fund of Funds Direct Growth are subject to market risks. Please read the offer document carefully before investing to understand the potential market risks and rewards.

Latest NAV

₹ 23.0539

Fund Size (AUM)

₹63.58 Cr

Risk

High (Risk rating: 5/10)

Minimum Investment

Lumpsum: ₹ 5000

SIP: ₹500

Launch Date

28-Nov-2014

Expense Ratio

1.15%

Exit Load

Exit load of 1% if redeemed within 3 years.

Benchmark

CRISIL Hybrid 35+65 Aggressive Index

Standard Deviation

4.99

History

Performance & Ratios

1-Year SIP Return

17.08%

3-Year SIP Return

16.23%

5-Year SIP Return

15.34%

Mean Return

6.34%

Alpha

2.67

Beta

0.43

Sharpe Ratio

1.06

Sortino Ratio

1.73

Information Ratio

-0.12

Returns
1Y 3Y 5Y All Time
Fund Returns 15.72% 13.22% 11.2% 4.0%
Category Average 9.0% 13.09% 18.69% N/A
Rank Within Category 2 17 14 N/A

Holdings (6)

Company Sector Instrument Assets
Franklin India Bluechip Fund Direct-Growth None Mutual Fund 27.65%
Nippon India ETF Gold BeES None Mutual Fund 26.23%
ICICI Prudential Short Term Fund Direct Plan-Growth None Mutual Fund 21.78%
SBI Short Term Debt Fund Direct-Growth None Mutual Fund 21.76%
Franklin India Short-term Income Plan Direct-Growth None Mutual Fund 0.02%
Franklin India Liquid Fund Super Institutional Plan Direct-Growth None Mutual Fund 0.01%

Holdings Analysis

Peer Comparison

Peer Comparison

Fund Name AUM (₹ Cr) 1Y Return (%) 3Y Return (%) Expense Ratio (%) Rating
UTI Multi Asset Allocation Fund Direct Growth 5284.99 10.84 19.15 0.52 N/A
ICICI Prudential Multi Asset Fund Direct Growth 55360.32 14.03 18.75 0.69 N/A
Quant Multi Asset Fund Direct Growth 3182.56 5.57 17.88 0.61 N/A
SBI Multi Asset Allocation Fund Direct Growth 7673.98 10.28 14.92 0.55 N/A
HDFC Multi Asset Fund Direct Growth 4034.28 12.72 14.54 0.93 N/A

SIP, STP & SWP Details

Systematic Investment Plan (SIP):

Frequency: Monthly

Min Amount: ₹ 500

Multiplier: 1

Systematic Transfer Plan (STP):

Frequency: MONTHLY

Dates: 1, 2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13, 14, 15, 16, 17, 18, 19, 20, 21, 22, 23, 24, 25, 26, 27, 28

Min Amount: ₹ 1000

Min Installments: 2

Systematic Withdrawal Plan (SWP):

Frequency: MONTHLY

Dates: Any day of the month

Min Amount: ₹ 500

Min Installments: 1

AMC Details

Asset Management Company

Franklin Templeton Mutual Fund

Franklin Templeton Mutual Fund started their mutual fund on 19/02/1996 and its managing total assets of ₹95,716 Cr. Its ranked at 8 as per total assets at end of 30th Sep 2017. Franklin Templeton Mutual Fund employs robust strategies to manage market risks, but investments remain subject to market risks. Please read the fund’s documentation for detailed risk management policies.

The firm specializes in conservatively managed mutual funds. It offers products under the Franklin, Templeton, Mutual Series and Fiduciary brand names. Like other large investment companies, the firm offers a wide variety of funds but is traditionally best known for bond funds under the Franklin brand, international funds under the Templeton brand, and value funds under the Mutual Series brand.

With more than 600 investment professionals in 28 countries around the world, Franklin Templeton is uniquely positioned to look beyond the largest or most visible securities in each market to spot smart global investments that meet their rigorous investment criteria.

Franklin Templeton's association with India dates back to over 2 decades as an investor. As part of the group's major thrust on investing in markets around the world, the India office was set up in 1996 as Templeton Asset Management India Pvt. Limited.

Launch Date

1996-02-19T00:00:00.034Z

Total AUM

₹ 106403.1 Cr

Address

Unit No.202/203/204, 2nd Floor Dalamal Tower, Plot No. 211Free Press Journal Marg, Nariman Point Mumbai 400013

Phone

1800-425-4255 / 60004255

Sub Type

None

Sub Type Info

None

Tax Impact

None

Stamp Duty

0.005% (from July 1st, 2020)

Fund Manager Details

Compare with Another Fund

Franklin India Multi Asset Solution Fund of Funds Direct Growth

Franklin Templeton Mutual Fund

Frequently Asked Questions

How is the overall rating calculated?

The overall rating for Franklin India Multi Asset Solution Fund of Funds Direct Growth is an aggregate score based on performance metrics (returns over 1, 3, and 5 years), risk-adjusted returns (Sharpe and Sortino ratios), and consistency relative to its category. Ratings are on a scale of 1 to 5, with 5 being the highest.

What are the top stocks of Franklin India Multi Asset Solution Fund of Funds Direct Growth?

The top stocks held by Franklin India Multi Asset Solution Fund of Funds Direct Growth include Franklin India Bluechip Fund Direct-Growth, Nippon India ETF Gold BeES, ICICI Prudential Short Term Fund Direct Plan-Growth.

Which industries does Franklin India Multi Asset Solution Fund of Funds Direct Growth invest in?

Franklin India Multi Asset Solution Fund of Funds Direct Growth primarily invests in the following industries: None.

Who are the fund managers of Franklin India Multi Asset Solution Fund of Funds Direct Growth?

The fund managers of Franklin India Multi Asset Solution Fund of Funds Direct Growth are Venkatesh Sanjeevi and Rajasa Kakulavarapu.

How many years has the fund manager been managing Franklin India Multi Asset Solution Fund of Funds Direct Growth?

Venkatesh Sanjeevi: Calculating...
Rajasa Kakulavarapu: Calculating...

What is the minimum investment for Franklin India Multi Asset Solution Fund of Funds Direct Growth?

The minimum investment for Franklin India Multi Asset Solution Fund of Funds Direct Growth is ₹5000 for lumpsum investments and ₹500 for SIPs.

What are the average 1-year returns for Franklin India Multi Asset Solution Fund of Funds Direct Growth?

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What are the average 3-year returns for Franklin India Multi Asset Solution Fund of Funds Direct Growth?

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What is the expense ratio of Franklin India Multi Asset Solution Fund of Funds Direct Growth, and how does it compare to its category?

The expense ratio of Franklin India Multi Asset Solution Fund of Funds Direct Growth is 1.15%. The average expense ratio for similar funds in the Hybrid is Calculating....