Our Opinion
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Clear AllValue Research Rating
Our Opinion
Riskometer
High
₹181.9941 0.51%
As on 17-Mar-2026
As per SEBI's Riskometer.
Split between different types of investments
Split between categories of Equity investments
We have shifted from our proprietary CapRank classification system to SEBI’s market cap classification system with effect from 14 Jan, 2026.
|
Fund name
|
Rating |
Our Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
|---|---|---|---|---|---|---|
|
Franklin India Dynamic Asset Allocation Active FoF - Direct Plan
|
|
|
High
|
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1.22 |
|
|
|
High
|
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0.26 |
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|
|
High
|
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0.26 |
|||
|
|
Very High
|
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0.77 |
||
 |
|
Very High
|
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0.86 |
₹1,274 Cr
1.00 (365)
5,000
1,000
500
12
About Franklin India Dynamic Asset Allocation Active FoF - Direct Plan
Franklin India Dynamic Asset Allocation Active FoF - Direct Plan is a hybrid mutual fund scheme of Franklin Templeton Mutual Fund. Launched on January 01, 2013, it is currently managed by Venkatesh Sanjeevi, Chandni Gupta and Rajasa Kakulavarapu. The fund has an expense ratio of 1.22% with an overall AUM (Assets Under Management) of ₹1,274 Cr.
The Scheme intends to generate long-term capital appreciation and income generation by investing in a dynamically managed portfolio of equity and debt mutual funds. The equity allocation [i.e. the allocation to the equity fund(s)] will be determined based on qualitative and quantitative parameters. There can be no assurance that the investment objective of the scheme will be realized. The fund allows minimum lumpsum investment of ₹1,000 and minimum SIP of ₹500.
Investment Strategy
The Scheme intends to generate long-term capital appreciation and income generation by investing in a dynamically managed portfolio of equity and debt mutual funds. The equity allocation [i.e. the allocation to the equity fund(s)] will be determined based on qualitative and quantitative parameters. There can be no assurance that the investment objective of the scheme will be realized.
Suitability
Dynamic Asset Allocation funds are suitable for investors:
Note:
Capital Gains Taxation
The following tax treatment is based upon last 12-months asset allocation and may vary from other funds in the category.
Disclaimer: The tax information has been prepared on a best-effort basis using information available in the public domain and other sources that Value Research considers reliable. This is not meant as tax advice, and we advise you to consult your tax advisor before making any decision. Value Research takes no responsibility and assumes no liability for any loss or damage arising from any investment or redemption decision based on this information.
Dividend Taxation
Subscribers of Value Research Fund Advisor can conveniently invest in the low-cost direct plan of Franklin India Dynamic Asset Allocation Active FoF - Direct Plan through the Value Research Fund Advisor website.
Alternatively, mutual funds can also be purchased directly from the respective fund house’s website. For example, Franklin India Dynamic Asset Allocation Active FoF - Direct Plan can be bought from the Franklin Templeton Mutual Fund website. In such a case, if you are investing in multiple funds from different fund houses, you will need to transact separately on each fund house’s website.
The third option is to invest offline, by seeking assistance from a mutual fund distributor. Most banks also act as mutual fund distributors, and you can approach your bank for help in completing your investment.
The latest declared NAV of Franklin India Dynamic Asset Allocation Active FoF - Direct Plan, is ₹181.9941 as of 19-Mar-2026.
| Company | Percentage of Portfolio |
|---|---|
|
ICICI Pru Short Term Direct-G |
20.60
|
|
SBI Short Term Debt Direct-G |
20.45
|
Over the past five years, Franklin India Dynamic Asset Allocation Active FoF - Direct Plan has delivered an annualised return of 14.30% as of 19-Mar-2026.
The minimum investment required to start investing in Franklin India Dynamic Asset Allocation Active FoF - Direct Plan is ₹5,000 for the lump sum option and ₹500 for the SIP (Systematic Investment Plan) option.
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