info

Data shown is for informational purposes only and does not constitute investment advice. TopFund is not SEBI-registered. Consult a SEBI-registered advisor before investing.

Franklin Templeton Mutual Fund

Franklin India Multi Asset Allocation Fund- Growth

monitor_heart Health Score: 89/100 · Excellent

Franklin Templeton Mutual Fund · Hybrid · Multi Asset Allocation

₹10.79

-0.04 (-0.34%) trending_down

AUM: ₹2,803 Cr

NAV updated 18 days ago

Plan

Direct

Option

Growth

Risk

High

Expense Ratio

0.41%

Exit Load

Exit Load for units in excess of 10% of the investment,0.50% will be charged for redemption within 1 year.

Fund Manager

Pallab Roy

Inception

Jul 2025

Benchmark

Sharpe Ratio

0.35

Std Dev (1Y)

12.62%

Historical Returns (CAGR)

Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.

1m

+2.09%

3m

+5.77%

6m

+0.28%

1y

3y

5y

10y

since inception

+9.73%

rate_review TopFund's Take on Franklin India Multi Asset Allocation Fund- Growth

Franklin India Multi Asset Allocation Fund- Growth ranks among the stronger performers in the Multi Asset Allocation category. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 89/100.

Cost: At 0.41%, the expense ratio is meaningfully cheaper — about 36% below the Multi Asset Allocation category average of 0.64% (based on 196 comparable funds). Lower costs compound in your favour over long holding periods.

Risk-adjusted performance: Over the trailing 1-year period, the fund shows a modest Sharpe ratio of 0.35 — returns have only marginally compensated for the risk taken. Separately, annualised volatility of 12.62% is fairly typical for actively managed equity funds.

Who should invest: This fund is best suited to investors whose goals and risk appetite align with a Hybrid fund. The High risk rating means near-term volatility should be expected — this isn't a fund to check daily.

This is an automated, data-driven analysis based on the fund's own metrics and its category peers — not personalized investment advice. Consult a SEBI-registered advisor before investing.

donut_small Sector Allocation

pie_chart Asset Allocation

Equity 66.40%
Mutual Fund 17.00%
Debenture 8.56%
Certificate of Deposit 2.52%
Non Convertible Debenture 1.81%
Bonds/NCDs 0.90%
Treasury Bills 0.89%
Real Estate Investment Trusts 0.88%
Cash/Net Current Assets 0.76%
Commercial Paper 0.18%
GOI Securities 0.08%
Margin Money 0.05%

Frequently Asked Questions about Franklin India Multi Asset Allocation Fund- Growth

* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.

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