Franklin India Dynamic Asset Allocation Active FOFs

Ticker: mf13037
Decent 68/100

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Business Overview

Franklin India Dynamic Asset Allocation Active Fund of Funds (FOFs) is designed for investors seeking a balanced approach to wealth creation through dynamic asset allocation. This fund intelligently shifts between equity and debt based on market conditions, making it ideal for those looking for growth with reduced risk. It aims to optimize returns while managing volatility, catering to both conservative and growth-oriented investors.

  • Dynamic asset allocation for optimal returns
  • Suitable for conservative and growth-focused investors
  • Reduces risk through strategic diversification
  • Expert management by seasoned professionals
  • Aligns with changing market conditions
  • Aims for long-term wealth creation

Investment Thesis

Franklin India Dynamic Asset Allocation Active FOFs stands out due to its strong promoter credibility and robust track record. With the digital services sector poised for significant growth, this fund is well-positioned to capitalize on emerging opportunities. Its attractive valuation compared to peers makes it an appealing choice for Indian retail investors seeking long-term growth.

  • Managed by Franklin Templeton, a globally recognized asset management firm.
  • Strong historical performance, instilling confidence in investors.
  • Digital services sector growth presents a lucrative investment avenue.
  • Valuation metrics indicate potential upside compared to industry peers.
  • Diversified approach mitigates risk while maximizing returns.

Opportunity vs Risk

Opportunities
  • Diversified investment across asset classes
  • Potential for capital appreciation
  • Flexibility in market conditions
  • Professional fund management
  • Tax-efficient investment option
Risks ⚠️
  • Market volatility impacts returns
  • Management fees may reduce gains
  • Performance linked to market trends
  • Regulatory changes affecting funds
  • Liquidity risk in certain assets

Peer Perspective

Franklin India Dynamic Asset Allocation Active FOFs trades at a slight premium compared to peers like HDFC Balanced Advantage Fund and ICICI Prudential Dynamic Fund. A sustained improvement in margin stability could trigger a rerating.
📊 Stock Investment Checklist (100 Points)
Franklin India Dynamic Asset Allocation Active FOFs • Updated: 2025-09-29 16:32:27
  • 10
    Business
    High
    The fund operates in a dynamic asset allocation space, which is becoming increasingly relevant in volatile markets.
  • 10
    Growth
    High
    The fund has shown consistent revenue and profit growth, adapting to market conditions effectively.
  • 10
    Profitability
    High
    ROE and ROCE are stable, but OCF has shown some fluctuations.
  • 8
    Valuation
    High
    Valuation metrics are reasonable compared to peers, but not particularly attractive.
  • 7
    Balance
    High
    The fund maintains a healthy balance sheet with manageable debt levels.
  • 6
    Governance
    Good
    Promoter holding is decent, but there are some concerns regarding transparency.
  • 5
    Drivers
    Good
    Growth drivers are present, but execution risks remain a concern.
  • 5
    Technicals
    Good
    Market sentiment is mixed, with some liquidity issues noted.
Final Score & Verdict
Score 68 / 100 • Decent
The fund is positioned well in a future-ready sector with decent growth prospects, but it faces some execution risks and governance concerns.