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Franklin India Multi - Asset Solution Fund

'Hi, I came across this interesting fund from Franklin Templeton. Check it out!'
Annualised Returns As of 31/03/2018
Minimum Investment/Multiples for Fresh Purchase (INR)

5000/-

Additional Investment/Multiples thereof (INR)

1000/-

Over 5,000 Unique Investors (As of 31/03/2018)
Why should you invest in this fund?
  • Franklin India Multi Asset Solution Fund dynamically invests in multiple asset classes’ basis a proprietary model.
  • It primarily invests in Franklin Templeton’s local equity, fixed income and liquid products besides domestic Gold ETFs
  • The fund seeks to achieve capital appreciation and diversification through a mix of strategic and tactical allocations
  • The strategic allocation would determine its long term allocation while the tactical allocation uses a combination of economic, valuation and momentum/sentiment factors
What are the “Tax Benefits” of investing in this fund?
  • Long term capital gains (LTCG) tax @20% (plus surcharge, if applicable and cess) with indexation if units held for more than 36 months
  • Short term capital gains (STCG) tax at the income tax slab rate if units are held for less than 36 months
  • Investor does not pay any tax on dividends but a Dividend Distribution Tax (DDT) is deducted at source @29.12% ( 25% + 12% surcharge + 4% Health & education cess) for Individuals and @ 34.944% ( 30% + 12% surcharge + 4% Health & education cess) for any other person.^^
  • In case of an investor being NRI, LTCG tax are chargeable @ 10% (plus surcharge, if applicable and cess) without indexation relating to units redeemed from unlisted schemes.

^^ The DDT is to be paid by the mutual fund after grossing-up income distributed to the investor.

What is the “Ideal Investment Horizon” while investing in this fund?

The recommended investment horizon is “5 years or more”

Alternative To
  • Multi Asset Investment

Suitable For
  • Retirement Corpus

  • Long Term Wealth Creation

  • Education Corpus

Fund Video

Fund Information

  • Inception 28/11/2014
  • Entry Load Nil
  • Exit Load In respect of each purchase of units - 1% if redeemed within 3 years of allotment
  • NAV in INR as on 23/05/2018
  • Growth 11.95
  • Dividend 11.95
  • Direct-Growth 12.66
  • Direct-Dividend 12.66
  • Additional Fund Information as on 30/04/2018
  • Fund Size in INR (CR) 39.98
  • Benchmark(s) CRISIL Hybrid 35+65 - Aggressive Index
  • Fund Manager Anand Radhakrishnan
Product Label
This product is suitable for Investors who are seeking*:
  • Long term capital appreciation
  • A Fund of Funds investing in diversified asset classes through a mix of strategic and tactical allocation
”Moderately

*Investors should consult their financial distributors if in doubt about whether the product is suitable for them.