Widely used:
Analyst’s Choice
Value Research Rating
Analyst’s Choice
Riskometer
High
₹175.2284 -0.32%
As on 13-Aug-2024
As per SEBI's Riskometer.
Split between different types of investments
Split between categories of Equity investments
Rating |
VR Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
|
|---|---|---|---|---|---|---|
|
Franklin India Dynamic Asset Allocation Fund of Funds - Direct Plan
|
|
|
High
|
Please wait... |
0.38 |
|
 |
|
Very High
|
Please wait... |
0.73 |
||
|
|
Very High
|
Please wait... |
0.85 |
||
|
|
Very High
|
Please wait... |
0.40 |
||
|
|
High
|
Please wait... |
0.36 |
₹1,330 Cr
1.00 (365)
5,000
1,000
500
12
Investment Strategy
The Scheme intends to generate long-term capital appreciation and income generation by investing in a dynamically managed portfolio of equity and debt mutual funds. The equity allocation [i.e. the allocation to the equity fund(s)] will be determined based on qualitative and quantitative parameters. There can be no assurance that the investment objective of the scheme will be realized.
Suitability
"When you invest for five years or more, you can expect gains that beat the inflation rate as well as returns from fixed income options. But be prepared for ups and downs in your investment value along the way.
Dynamic Asset Allocation or Balanced Advantage funds invest your money in equity shares and bonds though their proportions are not fixed. The fund management team may increase of decrease the allocation to equity shares depending upon their market outlook.
These funds tend to fall less than pure equity funds when the stock markets decline because of their debt allocation. This makes them suitable for conservative equity investors.
Like for all equity-linked investments, you must invest only through the SIP route. Click here to read a primer on SIP investing.
Warning: Do not invest in this, or any other dynamic asset allocation fund, if you need to redeem your investment in less than five years."
Capital Gains Taxation
Dividend Taxation
The Scheme intends to generate long-term capital appreciation and income generation by investing in a dynamically managed portfolio of equity and debt mutual funds. The equity allocation [i.e. the allocation to the equity fund(s)] will be determined based on qualitative and quantitative parameters. There can be no assurance that the investment objective of the scheme will be realized.
Mutual funds can be bought directly from the website of the fund house. For instance, Franklin India Dynamic Asset Allocation Fund of Funds - Direct Plan fund can be purchased from the website of Franklin Templeton Mutual Fund. You can also buy mutual funds through platforms like MF Central, MF Utility, among others. However, if you are not comfortable buying mutual funds online, you can seek help of a mutual fund distributor. Most banks also act as mutual fund distributors. So you can connect with your bank for assistance.
The NAV of Franklin India Dynamic Asset Allocation Fund of Funds - Direct Plan is ₹175.2284 as of 14-Aug-2024.
The AUM of Franklin India Dynamic Asset Allocation Fund of Funds - Direct Plan Fund is ₹1,330 Cr as of 31-Jul-2024
The riskometer level of Franklin India Dynamic Asset Allocation Fund of Funds - Direct Plan is High. See More
| Company | Percentage of Portfolio |
|---|---|
|
ICICI Pru Short Term Direct-G |
29.66
|
|
SBI Short Term Debt Direct-G |
29.61
|
|
Franklin India Short-term Income Direct-G |
0.02
|
|
Franklin India Dynamic Accrual - Seg Portfolio 3 Direct-G |
0.00
|
|
Franklin India Short-Term Income Plan Retail Plan-Segregated Portfolio 3 Direct-G |
0.00
|
As of 31-Jul-2024, Franklin India Dynamic Asset Allocation Fund of Funds - Direct Plan had invested 57.05% in Debt, 37.99% in Equity and 4.96% in Cash & Cash Eq. See More
Franklin India Dynamic Asset Allocation Fund of Funds - Direct Plan is 11 years 7 months old. It has delivered 12.19% returns since inception. See More
|
1Y
|
3Y
|
5Y
|
7Y
|
10Y
|
Since Inception
|
|---|---|---|---|---|---|
|
24.82%
|
16.65%
|
14.62%
|
12.24%
|
12.18%
|
12.19%
|
No, There is no lock in period in Franklin India Dynamic Asset Allocation Fund of Funds - Direct Plan.
The expense ratio of Franklin India Dynamic Asset Allocation Fund of Funds - Direct Plan is 0.38.
Mutual Funds 
Franklin Templeton Franklin India Dynamic Asset Allocation Fund of Funds - Direct Plan
