July 9, 2025
mayank
Franklin India Multi Asset Allocation Fund details, Fund Portfolio, Fund Returns, Peer Comparison, Mutual Fund Guidance @sahifund.com
Table of Contents:
1. NFO Open date, Close date
2. NFO Investment Strategy
3. Basic Details NFO
4. Benchmark Index NFO
5. Fund Manager | Performance Review of Fund Manager
6. Should You Invest in this NFO?
7. Invest Online
What is the Franklin India Multi Asset Allocation Fund Open Date, Close Date?
NFO opens on July 11, 2025
NFO will close on July 25, 2025
Investment Strategy for this NFO?
The scheme seeks to generate long term capital appreciation by investing in equity and equity related instruments, debt & money market instruments and commodities.
Basic Details
| Fund House | Franklin Templeton Mutual Fund |
| Issue Open | 11 July 2025 |
| Issue Close | 25 July 2025 |
| Type | Open-ended |
| Category | Hybrid: Multi Asset Allocation |
| Min. Investment(Rs) | 5,000 |
| Plans | Growth, IDCW |
| Lock-in Period | NA |
| Exit Load | For units in excess of 10% of the investment, 0.5% will be charged for redemption within 1 year |
| Riskometer | Very High |
| Benchmark | NIFTY 500 TRI (65), NIFTY Short Duration Index (20), Domestic Price of Gold (5), MCX I-COMDEX Composite Index (5), Domestic Price of Silver (5) |
About Benchmark Index for this NFO?
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Fund Managers of Franklin India Multi Asset Allocation Fund
1) Pallab Roy
Education: Mr. Roy is a M.Com and MBA (Finance).
Experience: He has been associated with Franklin Templeton Investments since 2001.
2) Rajasa Kakulavarapu
Education: Ms. Kakulavarapu has done B.Tech and MBA.
Experience: Prior to joining Franklin Templeton Mutual Fund, she has worked with Jefferies India Pvt. Ltd. and Credit Suisse Securities (India) Pvt. Ltd.
3) R Janakiraman
Education: Mr. Janakiraman is a B.E and PGDM (Business Management).
Experience: Prior to joining Franklin Templeton Investments, he has worked with Indian Syntans Inv. Pvt. Ltd., Citicorp Information Tech Ltd. and UTI Securities Exchange Ltd.
4) Rohan Maru
Education: Mr. Maru is M.Com and MBA in Finance.
Experience: Prior to joining Franklin India Mutual Fund, he has worked with ICICI Prudential Mutual Fund, Kotak Mahindra AMC as Fixed Income Dealer and Integreon Managed Solutions as a Research Associate.
AMC
Franklin Templeton Asset Management India Private Ltd
Address: Unit No.202/203/204, 2nd Floor Dalamal Tower, Plot No. 211 Free Press Journal Marg, Nariman Point Mumbai – 400013
Website: http://www.franklintempletonindia.com
Registrar & Transfer Agent
Computer Age Management Services Ltd.
Address: 7th Floor, Tower II, Rayala Towers, 158, Anna Salai, Chennai – 600002
Website: www.camsonline.com
Review for Franklin India Multi Asset Allocation Fund @ sahifund.com by Paresh Gordhandas, C.A. & Research Analyst
[ A ] Benchmark Performance of NIFTY 500 TRI (65), NIFTY Short Duration Index (20), Domestic Price of Gold (5), MCX I-COMDEX Composite Index (5), Domestic Price of Silver (5)
Performance
| Index Returns (%)# | QTD | YTD | 1 Year | 5 Years | Since Inception |
| Price Return | – | – | – | – | – |
| Total Return | – | – | – | – | – |
| Statistics ## | 1 Year | 5 Years | Since Inception |
| Std. Deviation * | – | – | – |
| Beta (NIFTY 50) | – | – | – |
| Correlation (NIFTY 50) | – | – | – |
Fundamentals
| P/E | P/B | Dividend Yield |
| – | – | – |
Study about Benchmark Index in details
Note on Benchmark Performance:
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[ B ] Performance Review of the Fund Managers of this NFO
Past Performance of Pallab Roy
| Fund | Franklin India Overnight Fund | It’s Benchmark | Franklin India Overnight Fund | It’s Benchmark |
| 1 Year | 6.30 | 5.16 | 8.15 | 8.65 |
| 3 Year | 6.34 | 4.53 | 10.79 | 10.68 |
| 5 Year | 5.08 | 3.53 | 9.43 | 9.26 |
| 7 Year | — | — | 8.12 | 9.30 |
| 10 Year | — | — | 7.65 | 8.96 |
As on 09-7-2025
Past Performance of Rajasa Kakulavarapu
| Fund | Franklin India Equity Hybrid Fund | It’s Benchmark | Franklin India Debt Hybrid Fund | It’s Benchmark |
| 1 Year | 5.99 | 4.24 | 8.15 | 8.65 |
| 3 Year | 18.05 | 18.01 | 10.79 | 10.68 |
| 5 Year | 19.35 | 19.18 | 9.43 | 9.26 |
| 7 Year | 13.25 | 14.06 | 8.12 | 9.30 |
| 10 Year | 11.63 | 12.97 | 7.65 | 8.96 |
As on 09-7-2025
Past Performance of R Janakiraman
| Fund | Franklin India Smaller Companies Fund | It’s Benchmark | Franklin India Flexi Cap Fund | It’s Benchmark |
| 1 Year | -3.41 | -0.24 | 4.83 | 3.14 |
| 3 Year | 28.66 | 28.50 | 22.83 | 20.31 |
| 5 Year | 34.11 | 33.30 | 26.07 | 23.09 |
| 7 Year | 17.59 | 17.72 | 16.40 | 15.63 |
| 10 Year | 16.46 | 16.06 | 14.08 | 14.34 |
As on 09-7-2025
Past Performance of Rohan Maru
| Fund | Franklin India Debt Hybrid Fund | It’s Benchmark | Franklin India Equity Savings Fund | It’s Benchmark |
| 1 Year | 8.15 | 8.65 | 6.47 | 6.22 |
| 3 Year | 10.79 | 10.68 | 9.34 | 12.97 |
| 5 Year | 9.43 | 9.26 | 10.52 | 12.69 |
| 7 Year | 8.12 | 9.30 | — | — |
| 10 Year | 7.65 | 8.96 | — | — |
As on 09-7-2025
Note on Fund Managers’ performance
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[ C ] Our NFO Review
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Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully
Is it good to invest in Franklin India Multi Asset Allocation Fund NFO?
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>> NFO Guidance:
https://sahifund.com/category/nfos/
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