Insufficient Data
Less expense ratio implies better returns over the long term
Insufficient Data
Total holdings with red flags is insignificant
Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.42 | 42.29 | 2.82 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.34 | 46.95 | 2.16 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
Growth | 0 yrs | 1.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 5,000 |
BenchmarkBenchmark |
---|
NIFTY 50 Hybrid Composite Debt 50:50 Index |
Dynamic asset allocation funds invest across various sector including stocks, bonds, real estate and other equity funds. It can be most suited fund in case of uncertain market. They are less riskier as compared to other equity funds.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
Franklin India Balanced Advantage Fund | 24.86% | — | 19.14% |
Edelweiss Balanced Advantage Fund | 27.35% | 13.29% | 13.65% |
DSP Dynamic Asset Allocation Fund | 23.02% | 11.33% | 10.92% |
UTI Balanced Advantage Fund | 22.21% | — | 20.64% |
Actual
Target
Dec 2023
Mar 2024
Jun 2024
Sep 2024
Dec 2023
Mar 2024
Jun 2024
Sep 2024
Dec 2023
Mar 2024
Jun 2024
Sep 2024
Equity
Debt
Others
Holdings
5.58 %
Holdings
4.46 %
Holdings
3.53 %
Franklin Templeton Investments began its operations in India back in 1996 under the name Templeton Asset Management India Pvt. Ltd. The trust, Franklin Templeton Mutual Fund, is registered with SEBI under the registration number MF/026/96/8.
No.of Schemes
34
Total AUM
₹ 1,16,063.31 Cr.
Rajasa Kakulavarapu
AUM: ₹37,469.08 Cr.
|
Exp: 13yrs
Venkatesh Sanjeevi
AUM: ₹31,627.45 Cr.
|
Exp: 5yrs
Chandni Gupta
AUM: ₹7,873.06 Cr.
|
Exp: —
Rahul Goswami
AUM: ₹6,121.91 Cr.
|
Exp: 17yrs
Manager Performance (0)
Gains are treated as short-term capital gains and taxed at 20%
Gains are treated as long-term capital gains and taxed at 12.5%
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
Returns
Insufficient Data