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Franklin India Multi Asset Allocation Fund- IDCW

Franklin India Multi Asset Allocation · Multi Asset
Moderate
₹10.86
Current NAV
25 Jun 2026
16.1%
1Y Return
18.1%
3Y CAGR
17.1%
5Y CAGR
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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
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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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