Home Funds Franklin India Multi Asset Allocation Fund- Direct

Franklin India Multi Asset Allocation Fund- Direct-Growth

Franklin India Multi Asset Allocation · Multi Asset
Moderate
₹11.02
Current NAV
25 Jun 2026
20.9%
1Y Return
11.9%
3Y CAGR
21.9%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Exceptional short-term performance with a 1-year return exceeding 20%.
  • Highly cost-efficient with a low expense ratio of 0.39%.
  • Very large asset base (AUM: ₹22,840 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • Lower risk-adjusted performance compared to top peers in the same category.

Suitable for
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term trading or speculative investment horizons.

Risk Profile: Moderate Risk
Low Moderate High Very High
Risk Metrics
0.79
Sharpe Ratio
0.69
Beta
-0.71
Alpha
1.10
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Fund Details
Fund House Franklin India Multi Asset Allocation
Category Multi Asset
AUM ₹22840 Cr
Expense Ratio 0.39%
Min SIP ₹500
Min Lumpsum ₹1000
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