India 
ACE your way to long term wealth creation
Accelerate
Adopt to market conditions and capture cheaper valutions
Exercise Caution
Conserve portfolio value during volatile periods
Benefit from Experiece
Avoid behavioural bias, make decisions based on sound research
Introducing Our New Product - Avinash Satwalekar, President - Franklin Templeton India
Product Explainer
Key Features
Managing Volatility
Managing equity exposure through derivatives, based on market valuations + Fixed Income exposure
Potential for Growth
Net Long equity exposure provides growth potential
Tax Efficiency
Equity-oriented fund taxation*
* The fund is eligible to be taxed as an equity-oriented scheme if the annual average of allocation to listed domestic equity shares is minimum 65% of total AUM. As per asset allocation specified, scheme can invest 0-100% in equity and debt respectively.
Fund Facts
Fund Description
A fund that invests in dynamically managed portfolio of equity & equity related securities, fixed income and money market instruments
Launch Date
August 16, 2022
Managed by
K Rajasa(Equity)
Umesh Sharma (Fixed Income)
Sachin Padwal Desai (Fixed Income)
Sandeep Manam (Foreign securities)
Investment Style
Blend of ‘growth’ and ‘value’
Asset Allocation
Equity – 0 to 100%
Fixed Income – 0 to 100%
Gross equity exposure endeavoured to be held at a minimum of 65%
Monthly rebalancing
Minimum Amount
Subscription : Fresh Purchase - Rs.5,000/-. Additional Purchase - Rs.1,000/-.
Redemption : Rs.1,000/-. The amount for subscription and redemption in excess of the minimum amount specified above is any amount in multiple of Re. 1/-.
Benchmark
Nifty 50 Hybrid Composite Debt 50:50 Index
Exit Load
Upto 10% of the Units may be redeemed without any exit load within 1 year from the date of allotment.
Any redemption in excess of the above limit shall be subject to the following exit load:
1.00% - if redeemed on or before 1 year from the date of allotment
Nil - if redeemed after 1 year from the date of allotment
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