myplexus

NFO Monitor

Fund Fact

Name of Funds:

Franklin Multi Asset Allocation

Opening:

11th July 2025

Closing:

25th July 2025

Minimum Investment:

Rs.5,000/- and in multiples of Rs. 1 thereafter

Plan:

Regular and Direct

Options:

Growth and IDCW

Entry Load:

Not Applicable

Exit Load:

10% of the Units may be redeemed without any exit load but 0.50 % of NAV is applicable, if above 10% units are redeemed on or before 1 year from the date of allotment. ,

Fund Stats

Objective:

The objective of the scheme is to generate long term capital appreciation by investing in equity and equity related instruments, debt & money market instruments and commodities.

Benchmark:

NIFTY 500

Fund Manager:

R. Janakiraman,Rajasa Kakulavarapu,Rohan Maru,Pallab Roy,Sandeep Manam

Asset Allocation

65%-80% Equity 10%-25% Money Market

10%-25% Commodities upto 10% Others

Comparable existing schemes

Nippon Multi Asset Allocation Fund	16.23(1Y)	20.96(3Y)
UTI Multi Asset Allocation Fund	10.02(1Y)	20.12(3Y)

Fund Prognosis

Idea Distiller

Because everyone else is getting on it. But the differentiator is the asset allocation matrix they have set.

Fund House AAUM:
11564053 Lakhs(as on 30th June,2025)
Fund Manager:
Experience of above 16 years

Scheme DNA 4 fundamentals

Uniqueness

Return

Risk

Operability

Oomph Factor

The limited exposure to Gold is a constraint, I think. Rest will depend on how they manage the rest.

We provide a range of tools and financial know-how that can help you make the most of your short-term and long-term investment goals.