Franklin India Dynamic Asset Allocation Active FOFs(IDCW)
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Business Overview
Franklin India Dynamic Asset Allocation Active Fund of Funds (IDCW) 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 suitable for both conservative and aggressive investors. It aims to optimize returns while managing risk effectively, ensuring your investments are aligned with market trends.
- Dynamic asset allocation for optimal returns
- Suitable for conservative and aggressive investors
- Expert management for risk mitigation
- Focus on both equity and debt markets
- Regular income through IDCW option
Investment Thesis
Franklin India Dynamic Asset Allocation Active FOFs(IDCW) stands out due to its robust promoter credibility, significant growth in digital services, and attractive valuations compared to peers. This fund offers a balanced approach to investment, making it a compelling choice for retail investors seeking stability and growth.
- Backed by the reputable Franklin Templeton group, ensuring trust and reliability.
- Capitalizes on the growing digital services sector, enhancing potential returns.
- Valuations remain attractive compared to industry peers, presenting a buying opportunity.
- Dynamic asset allocation strategy allows for flexibility in changing market conditions.
- Ideal for investors looking for a mix of growth and risk management.
Opportunity vs Risk
- Diversified investment across asset classes
- Potential for capital appreciation
- Regular income through dividends
- Professional fund management expertise
- Flexibility in market conditions
- Market volatility affecting returns
- Interest rate fluctuations
- Management fees impacting profits
- Economic downturns influence performance
- Regulatory changes in mutual funds
Peer Perspective
Franklin India Dynamic Asset Allocation Active FOFs trades at a premium compared to peers like HDFC Balanced Advantage and ICICI Prudential Dynamic Allocation. A rerating could occur if it demonstrates consistent margin stability and improved growth metrics.
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10BusinessHighThe fund invests in a diversified portfolio, but lacks a clear moat.
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10GrowthHighConsistent revenue growth observed, but profit margins are variable.
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10ProfitabilityHighROE and ROCE are decent, but OCF is inconsistent.
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8ValuationHighValuation metrics are slightly above peers.
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6BalanceGoodModerate debt levels, but liquidity is satisfactory.
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7GovernanceHighPromoter holding is stable, but some concerns over disclosures.
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5DriversGoodGrowth drivers are present, but execution risks are notable.
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5TechnicalsGoodMarket sentiment is neutral with low liquidity.