Franklin India Dynamic PE Ratio FoF (Hybrid, Hybrid Dynamic Asset Allo)

Moderately High
15 yrs 2 monthsStarted on:31 Oct 2003
₹ 907.17 Cras on: 13 Dec 2018
Medium Horizon
1.75%
Capital Growth and Income

Minimum Investment

  • ₹ 5000.00 for Lumpsum

Investment Objective

The scheme aims to provide long-term capital appreciation with relatively lower volatility through a dynamically balanced portfolio of equity and income funds. The equity funds allocation will be determined based on the month-end average PE Ratio of NSE Nifty. The scheme will invest in units of Franklin India Bluechip and Templeton India Income.

Exit Load

w.e.f 03/08/2009 Entry Load - NIL; Exit Load - 1% if the units are redeemed/switched out within 1 year from the date of allotment

Scheme Documents

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Tenure

TenureReturns (CAGR)
YTD3.84
1 Month1.17
1 YR5.04
2 YR9.29
3 YR9.55

SIP Returns

TenureReturns (CAGR)
1 YR4.9
2 YR6.36
3 YR8.01
5 YR8.8
10 YR10.15

Portfolio

Company Name% Assets

Top Sectoral Holdings

Sector Name% Assets
Financial10.4
Technology4.53
Automobile4.19
Construction4.02
Healthcare3.38
FMCG3.27
Energy3.26
Communication2.26
Metals0.99
Engineering0.8

Indicators

LabelValue
Standard Deviation6.33%
Beta0.5%
Sharpe Ratio0.34

Anand Radhakrishnan

Mr. Radhakrishnan is a B.Tech, CFA and PGDM from IIM Ahmedabad.
Prior to joining Franklin Templeton Investments, he has worked with Sundaram Asset Management Ltd., SBI Funds Management and Asian Convertible and Income Fund.

Other Funds Managed by Anand Radhakrishnan

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