Franklin India Dynamic P E Ratio Fund Of Funds (Hybrid, Asset Allocation)

75.03
15.72%
NA
Capital Growth and Income
Medium Horizon
Moderately High
1.82%
13 yrs 10 months 31 Oct 2003
₹ 829.05 Cr 16 Aug 2017

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Minimum Investment

  • ₹ 5000.00 for Lumpsum

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

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.
Tenure Returns (CAGR)
YTD
11.53
1 Month
0.46
3 Month
2.59
1 YR
11.39
2 YR
8.73
3 YR
10.93
Tenure Returns (CAGR)
1 YR
13.53
2 YR
12.64
3 YR
10.58
5 YR
11.98
10 YR
11.3

Portfolio

Company Name % Assets

Top Sectoral Holdings

Sector Name % Assets
Financial 12.31
Automobile 4.33
Healthcare 3.43
Energy 3.3
Technology 3.19
Construction 3.05
FMCG 2.57
Communication 1.55
Diversified 1.12
Engineering 0.63

Indicators

Standard Deviation 6.83%
Beta 0.73%
Sharpe Ratio 0.93

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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