Franklin India Multi Asset Allocation Fund
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Business Overview
The Franklin India Multi Asset Allocation Fund is a versatile investment option designed for investors seeking diversification across multiple asset classes, including equities, fixed income, and commodities. Ideal for risk-averse individuals and those looking for balanced growth, this fund aims to mitigate volatility while maximizing returns. With a professional management team and a disciplined investment approach, it stands out as a reliable choice for long-term wealth creation.
- Diversified exposure across asset classes
- Managed by experienced professionals
- Aims to reduce investment risk
- Suitable for conservative investors
- Focus on long-term capital appreciation
Investment Thesis
Franklin India Multi Asset Allocation Fund stands out due to its credible promoter group and robust digital services growth potential. With attractive valuations compared to peers, this fund offers a compelling opportunity for investors seeking diversification and steady returns.
- Strong backing from a reputable promoter group enhances investor confidence.
- Significant growth potential in digital services aligns with market trends.
- Attractive valuation metrics make it a favorable choice against competitors.
- Diversified asset allocation reduces risk while aiming for consistent returns.
- Proven track record of performance adds to its investment appeal.
Opportunity vs Risk
- Diversified asset allocation strategy
- Potential for steady returns
- Access to multiple asset classes
- Suitable for risk-averse investors
- Market volatility impact
- Management fees may reduce returns
- Performance linked to market conditions
- Limited historical performance data
Peer Perspective
Franklin India Multi Asset Allocation Fund trades at a slight premium compared to peers like HDFC Multi Asset and ICICI Prudential Multi Asset. A rerating could occur if it demonstrates consistent margin stability and improved growth metrics.
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10BusinessHighThe fund operates in a diversified investment strategy, but lacks a clear moat.
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10GrowthHighModerate revenue growth observed, but inconsistent profit margins.
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10ProfitabilityHighROE and ROCE are decent, but cash flow is not consistently strong.
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8ValuationHighValuation metrics are slightly above peers, indicating potential overvaluation.
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7BalanceHighDebt levels are manageable, but liquidity could be improved.
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9GovernanceHighPromoter holding is stable, but some concerns about transparency.
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6DriversGoodLimited growth catalysts identified, with execution risks present.
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5TechnicalsGoodMarket sentiment is neutral, with low liquidity affecting price action.