Hybrid | Multi Asset Allocation
3Y Returns
13.93%
Min SIP
₹100
Min Lumpsum
₹5000
Expense Ratio
1.41%
Fund Size
₹51 Cr
Inception Date
28-Nov-14
Fund Manager
Rajasa Kakulavarapu
Exit Load
1% on or before 3Y, Nil after 3Y.
Interest Rate Sensitivity
Market Risk / Risk Taken Compared to Benchmark
Fund Size
SIP Returns
Risk Adjusted Returns
Portfolio Credit Quality
Extra Returns Over Benchmark
Returns Consistency
Performance Against Inflation
Overall Fund Zi Tag
Asset Allocation
Equity
0.00%
Debt & Others
100.00%
Market Cap Allocation
Large Cap
0.00%
Mid Cap
0.00%
Small Cap
0.00%
Other Cap
100.00%
Investment Objective
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. However, There Is No Assurance Or Guarantee That The Objective Of The Scheme Will Be Achieved. The Investment Policies Of The Scheme Shall Be As Per Sebi (Mutual Funds) Regulations, 1996, And Within The Following Guidelines In Conformity With Investment Management Agreement And Trust Deed.
Fund House Detail
AMC Name
Franklin Templeton Asset Management (India) Private Limited
Address
Indiabulls Finance Centre; Tower 2,12th and 13th Floor; Senapati Bapat Marg; Elphinstone Road (W)Mumbai 400013
Quant Multi Asset Fund Direct Plan - Growth
1Y
50.07%
3Y
31.1%
5Y
29.8%
Icici Prudential Multi-Asset Fund - Direct Plan - Growth
1Y
34.36%
3Y
26.08%
5Y
20.11%
Uti Multi Asset Fund - Direct Growth Plan
1Y
41.69%
3Y
19.03%
5Y
15.07%
Nippon India Multi Asset Fund-Direct Plan-Growth
1Y
33.78%
3Y
18.53%
5Y
NA
Tata Multi Asset Opportunities Fund Direct Plan Growth
1Y
29.07%
3Y
18.19%
5Y
NA
Aditya Birla Sun Life Financial Planning Fof - Aggressive Plan- Direct Plan- Growth
1Y
31.86%
3Y
17.7%
5Y
16.05%
Hsbc Managed Solutions India Growth Fund Direct Plan Growth
1Y
32.43%
3Y
17.57%
5Y
15.16%
Sbi Multi Asset Allocation Fund Direct Growth
1Y
29.17%
3Y
16.93%
5Y
14.97%
Hdfc Multi-Asset Fund - Direct Plan - Growth Option
1Y
24.15%
3Y
16.21%
5Y
15.26%
Hsbc Managed Solutions India Moderate Fund Direct Plan Growth
1Y
27.14%
3Y
15.17%
5Y
13.53%
Franklin India Multi - Asset Solution Fund - Direct Growth
1Y
19.83%
3Y
15.03%
5Y
8.42%
Bandhan Asset Allocation Fund Of Funds-Aggressive Plan-Growth-(Direct Plan)
1Y
29.13%
3Y
15.02%
5Y
12.28%
Motilal Oswal Asset Allocation Passive Fund Of Fund - Aggressive - Direct Growth
1Y
27.68%
3Y
14.69%
5Y
NA
Aditya Birla Sun Life Financial Planning Fund Prudent Plan Direct Plan Growth
1Y
24.96%
3Y
14.31%
5Y
13.42%
Axis Multi Asset Allocation Fund - Direct Growth
1Y
21.07%
3Y
12.09%
5Y
13.95%
Bandhan Asset Allocation Fund Of Fund-Moderate Plan-Direct Plan-Growth
1Y
21.3%
3Y
11.85%
5Y
10.24%
Aditya Birla Sun Life Financial Planning Fund Conservative Plan Direct Plan Growth
1Y
18.19%
3Y
11.22%
5Y
10.89%
Motilal Oswal Asset Allocation Passive Fund Of Fund - Conservative - Direct Growth
1Y
19.31%
3Y
11.04%
5Y
NA
Quantum Multi Asset Fund Of Funds - Direct Plan Growth Option
1Y
17.53%
3Y
10.73%
5Y
10.27%
Bandhan Asset Allocation Fund Of Fund-Conservative Plan-Direct Plan-Growth
1Y
13.34%
3Y
8.22%
5Y
8.01%
Motilal Oswal Multi Asset Fund Direct Growth
1Y
18.19%
3Y
8.18%
5Y
NA
Hsbc Managed Solutions India Conservative Fund Direct Plan Growth
1Y
9.22%
3Y
6.27%
5Y
6.51%
Kotak Multi Asset Allocation Fund -Direct Plan-Growth
1Y
NA
3Y
NA
5Y
NA
Dsp Multi Asset Allocation Fund - Direct - Growth
1Y
NA
3Y
NA
5Y
NA
Aditya Birla Sun Life Multi Asset Allocation Fund-Direct Plan Growth
1Y
26.74%
3Y
NA
5Y
NA
Baroda Bnp Paribas Multi Asset Fund Direct Growth
1Y
31.36%
3Y
NA
5Y
NA
Sundaram Multi Asset Allocation Fund-Direct Plan-Growth
1Y
NA
3Y
NA
5Y
NA
Edelweiss Multi Asset Allocation Fund- Direct Plan Growth
1Y
NA
3Y
NA
5Y
NA
Mirae Asset Multi Asset Allocation Fund-Direct Plan-Growth
1Y
NA
3Y
NA
5Y
NA
Whiteoak Capital Multi Asset Allocation Fund - Direct Plan Growth
1Y
NA
3Y
NA
5Y
NA
BSE Member code: 58371
Wealthzi Investment Advisers (A division of Lime Internet Private Limited)
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