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Franklin India Multi - Asset Solution Fund - Direct Idcw Payout

Hybrid | Multi Asset Allocation

(NAV as of 12/04/2024)
20.08 (0.01)

3Y Returns

15.32%

Min SIP

100

Min Lumpsum

5000

Expense Ratio

0.37%

Fund Size

47 Cr

Inception Date

28-Nov-14

Fund Manager

Rajasa Kakulavarapu

Exit Load

1% on or before 3Y, Nil after 3Y.

Wealthzi View

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%

Sector Allocation

Mutual Fund Units

71.03%

ETF Units

25.65%

Cash/Deposits/Margins/Treps/Repo/Swaps

3.31%

Top Ten Holdings

Franklin India Bluechip Fund Direct-Growth Plan

39.28%

Nippon India ETF Gold Bees

25.65%

ICICI Prudential Short Term Fund Direct - Growth Plan

16.75%

SBI Short Term Debt Fund Direct - Growth Plan

14.97%

Cash/Bank/Net Current Assets/(Liabilities)

3.31%

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

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