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Franklin India Multi Asset Allocation Fund- IDCW

Franklin India Multi Asset Allocation · Multi Asset
Moderate
₹10.34
Current NAV
30 Oct 2026
-0.9%
1Y Return
18.1%
3Y CAGR
17.1%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.41).
  • Generates significant excess returns relative to benchmark index (Alpha: 2.41).
Cons / Risks
  • Returns are subject to standard market fluctuations and interest rate risks.
  • No indexation benefits under current tax laws for short holding periods.
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
1.41
Sharpe Ratio
1.01
Beta
2.41
Alpha
1.57
Sortino
Fund Details
Fund House Franklin India Multi Asset Allocation
Category Multi Asset
AUM ₹1460 Cr
Expense Ratio 1.01%
Min SIP ₹500
Min Lumpsum ₹1000
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