Franklin India Multi Asset Allocation Fund

Ticker: mf12901
Decent 48/100

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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

Opportunities
  • Diversified asset allocation strategy
  • Potential for steady returns
  • Access to multiple asset classes
  • Suitable for risk-averse investors
Risks ⚠️
  • 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.
📊 Stock Investment Checklist (100 Points)
Franklin India Multi Asset Allocation Fund • Updated: 2025-09-29 12:15:06
  • 10
    Business
    High
    The fund operates in a diversified investment strategy, but lacks a clear moat.
  • 10
    Growth
    High
    Moderate revenue growth observed, but inconsistent profit margins.
  • 10
    Profitability
    High
    ROE and ROCE are decent, but cash flow is not consistently strong.
  • 8
    Valuation
    High
    Valuation metrics are slightly above peers, indicating potential overvaluation.
  • 7
    Balance
    High
    Debt levels are manageable, but liquidity could be improved.
  • 9
    Governance
    High
    Promoter holding is stable, but some concerns about transparency.
  • 6
    Drivers
    Good
    Limited growth catalysts identified, with execution risks present.
  • 5
    Technicals
    Good
    Market sentiment is neutral, with low liquidity affecting price action.
Final Score & Verdict
Score 48 / 100 • Decent
The fund shows potential but faces challenges in growth consistency and valuation metrics.


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