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Fund Facts
  • Name of Fund:
    Franklin Multi Asset Allocation
  • Opening:
    11th July 2025
  • Closing:
    25th July 2025
  • Scheme Type:
    Open Ended Multi Asset Allocation Fund
  • Minimum Investment:
    Rs.5,000/- and in multiples of Rs. 1 thereafter
  • Plan:
    Regular and Direct
  • Options:
    Growth and IDCW
  • Entry Load:
    Not Applicable
  • Exit Road:
    10% of the Units may be redeemed without any exit load but 0.50 % of NAV is applicable, if above 10% units are redeemed on or before 1 year from the date of allotment. ,
  • Thereafter:
    Nil

Fund Stats

Objective

The objective of the scheme is to generate long term capital appreciation by investing in equity and equity related instruments, debt & money market instruments and commodities.

  • Benchmark:

  • NIFTY 500

  • Fund Manager:

  • R. Janakiraman,Rajasa Kakulavarapu,Rohan Maru,Pallab Roy,Sandeep Manam

Asset Allocation

65%-80% Equity
10%-25% Money Market
Comparable existing schemes
Nippon Multi Asset Allocation Fund 16.23(1Y) 20.96(3Y)
UTI Multi Asset Allocation Fund 10.02(1Y) 20.12(3Y)

Fund Prognosis

Idea Distiller

Because everyone else is getting on it. But the differentiator is the asset allocation matrix they have set.

  • Fund House AAUM:

  • 11564053 Lakhs(as on 30th June,2025)

  • Fund Manager:

  • Experience of above 16 years

Scheme DNA 4 fundamentals

  • UNIQNESS
  • RETURN
  • RISK
  • OPERABILITY

OOMP Factor

The limited exposure to Gold is a constraint, I think. Rest will depend on how they manage the rest.