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Multi Asset / Dynamic📊 65% Nifty 500+ 20% Nifty Short Duration Index+ 5% Domestic price of gold+ 5% Domestic price of silver+ 5% iCOMDEX

Franklin India Multi Asset Allocation Fund · Regular · Growth

Franklin Templeton Mutual Fund

NAV

₹10.8989

as of 16 Jun 2026

Expense Ratio

1.87%

AUM

₹2,621 Cr

Viewing Regular · Growth
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Lumpsum returns (CAGR)

1Y
3Y
5Y
Since Inception
+8.99%

SIP returns (XIRR)

1Y
3Y
5Y
Since Inception
+7.94%

SIP since inception — what ₹100/month became

Real NAV backtest from day one

₹1,100

Invested

₹1,101

Value today

0.1%

XIRR (p.a.)

100/month SIP from fund inception · Current value as of today

Try SIP Calculator with this fund's history

5,000 lumpsum at launch — value today

Invested on the fund's first NAV date

₹5,000

Invested

₹5,271

Value today

6.3%

CAGR (p.a.)

One-time investment at fund inception · Growth purely from NAV appreciation

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₹6L corpus via 12-month STP from a liquid fund at inception

₹50K/month transferred from HDFC Liquid → this fund at launch

₹6,00,000

Invested

₹6,18,615

Value today

-2.2%

vs lumpsum

Direct lumpsum would have beaten STP by 2.2% — but STP reduced timing risk

Model your own STP with real NAV

Performance Comparison

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Fund Details

Fund HouseFranklin Templeton Mutual Fund
CategoryMulti Asset / Dynamic
Benchmark65% Nifty 500+ 20% Nifty Short Duration Index+ 5% Domestic price of gold+ 5% Domestic price of silver+ 5% iCOMDEX
Launch Date11 Jul 2025
AMFI Code153733
Transaction facts
Min. Lumpsum₹5,000
Min. SIP₹100
Exit LoadNil

Available transactions

PurchaseSIPRedeemSWPSwitchSTPDemat

Portfolio holdings

as of 30 Apr 2026
Holding% NAV

Investment Objective

Franklin India Multi Asset Allocation Fund · Regular · Growth invests across at least three asset classes — equity, debt, and one more (gold, international equity, or REITs) — with a minimum 10% in each. This diversification aims to reduce portfolio volatility and provide more stable returns.

About This Fund

Franklin India Multi Asset Allocation Fund · Regular · Growth is a Multi Asset / Dynamic mutual fund offered by Franklin Templeton Mutual Fund. The fund has been operational for over 0 years. It manages assets worth ₹2,621 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against 65% Nifty 500+ 20% Nifty Short Duration Index+ 5% Domestic price of gold+ 5% Domestic price of silver+ 5% iCOMDEX. The current expense ratio is 1.87%.

Who Should Invest?

  • Investors with a high risk appetite seeking long-term wealth creation
  • Investors with an investment horizon of 5 years or more
  • SIP investors who can benefit from rupee cost averaging during market fluctuations