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

Moderately High
16 yrs 8 monthsStarted on:31 Oct 2003
₹ 1064.7 Cras on: 28 Jan 2020
Medium Horizon
1.26%
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 weighted average PE Ratio and PB Ratio of the Nifty 500 Index.

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)
3 Month0.65
1 YR5.53
2 YR4.00
3 YR7.08

SIP Returns

TenureReturns (CAGR)
1 YR2.81
2 YR4.46
3 YR5.2
5 YR6.75
10 YR8.82

Portfolio

Company Name% Assets

Top Sectoral Holdings

Sector Name% Assets
Financial13.13
Technology5.24
Construction4.91
Automobile4.41
FMCG4.05
Communication3.17
Healthcare2.9
Energy2.79
Services2.16
Cons Durable1.28

Indicators

LabelValue
Standard Deviation4.55%
Beta0.52%
Sharpe Ratio0.59

Paul Parampreet

Mr. Parampreet is PGDM from IIM Calcutta and B.Tech from IIT Kharagpur.
Prior to joining Franklin Templeton Mutual Fund he has worked with Edelweiss AMC, Edelweiss Securities Ltd., SDG India Pvt. Ltd., ICICI Bank and with BG India Pvt. Ltd.

Other Funds Managed by Paul Parampreet