Home› Funds› Franklin India Multi Asset Allocation Fund- Growth

Franklin India Multi Asset Allocation Fund- Growth

Franklin India Multi Asset Allocation · Multi Asset
Moderate
₹10.86
Current NAV
25 Jun 2026
30.5%
1Y Return
15.5%
3Y CAGR
20.5%
5Y CAGR
Add to Watchlist
Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Generates significant excess returns relative to benchmark index (Alpha: 5.65).
  • Very large asset base (AUM: ₹10,200 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • Higher expense ratio (2.25%) which can affect compounding over long horizons.
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
1.15
Sharpe Ratio
1.05
Beta
5.65
Alpha
1.32
Sortino
Fund Details
Fund House Franklin India Multi Asset Allocation
Category Multi Asset
AUM ₹10200 Cr
Expense Ratio 2.25%
Min SIP ₹500
Min Lumpsum ₹1000
SIP Calculator Compare Funds
Similar Funds in Multi Asset
Edelweiss Multi Asset Allocation Fund - Direct Plan - Growth
Edelweiss
₹12.52 31.9%
Bandhan Multi Asset Allocation Fund - Regular Plan - IDCW
Bandhan
₹13.15 31.8%
Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option
Nippon India
₹24.41 31.7%
Bandhan Multi Asset Allocation Fund - Direct Plan - IDCW
Bandhan
₹13.65 31.6%