Franklin India Multi Asset Solution (Hybrid, Hybrid Multi Asset Alloca)

Moderately High
4 yrs 3 monthsStarted on:28 Nov 2014
₹ 31.25 Cras on: 22 Feb 2019
Medium Horizon
1.69%
Capital Growth and Income

Minimum Investment

  • ₹ 5000.00 for Lumpsum

Investment Objective

The fund seeks to achieve capital appreciation and diversification through a mix of strategic and tactical allocation to various asset classes such as equity, debt, gold and cash by investing in funds investing in these asset classes.

Exit Load

Entry Load - NIL; Exit Load - 1% if the units are redeemed/switched out within 3 years from the date of allotment; For SIP/STP, registration date basis

Scheme Documents

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Tenure

TenureReturns (CAGR)
YTD0.73
1 Month0.27
3 Month2.90
1 YR1.52
2 YR3.72
3 YR6.70

SIP Returns

TenureReturns (CAGR)
1 YR2.27
2 YR2.44
3 YR3.81

Portfolio

Company Name% Assets

Top Sectoral Holdings

Sector Name% Assets
Financial11.81
Technology5.89
Construction4.63
Automobile3.91
Energy3.46
FMCG3.2
Healthcare2.76
Communication2.29
Metals1.17
Engineering0.61

Indicators

LabelValue
Standard Deviation5.04%
Beta0.36%
Sharpe Ratio0.04

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