Franklin India Dynamic Asset Allocation Active Fund of Funds Direct Payout Inc Dist cum Cap Wdrl

Franklin India Dynamic Asset Allocation Active Fund of Funds Direct Payout Inc Dist cum Cap Wdrl is a hybrid fund. This fund was started on 1 January, 2013. The fund is managed by Venkatesh Sanjeevi, Rajasa Kakulavarapu. This fund gives you the benefit of diversification.

1. Franklin India Dynamic Asset Allocation Active Fund of Funds Direct Payout Inc Dist cum Cap Wdrl has ₹1305 Cr worth of assets under management (AUM) as on Aug 2025 and is more than category average.
2. The fund has an expense ratio 0.4.
   

Franklin India Dynamic Asset Allocation Active Fund of Funds Direct Payout Inc Dist cum Cap Wdrl has given a CAGR return of 9.34% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 0.83%, 13.35% and 18.23% respectively.

Franklin India Dynamic Asset Allocation Active Fund of Funds Direct Payout Inc Dist cum Cap Wdrl has allocated its funds majorly in Corporate, Financial Services, Government, Cash Equivalent, Consumer Cyclical, Industrial, Tech, Health, Communication, Basic Materials, Utilities, Consumer Defensive, Energy, Real Estate.

As it is a fund of funds mutual fund the taxation is as follows:
If the fund is equity oriented i.e. asset allocation of more than 65% in equity instruments:
For short term (less than a year) capital gains will be taxed at 20%
For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefit
Long term gains up to Rs 1 lakh are exempt from taxation (more than 12 months).

To provide long-term capital appreciation with relatively lower volatility through a dynamically balanced portfolio of equity and income funds. The equity allocation (i.e. the allocation to the diversified equity fund) will be determined based on the month-end weighted average P/E and P/B ratios of the Nifty 500 Index.

Minimum investment for lump sum payment is INR 5000.00 and for SIP is INR 500.00. Franklin India Dynamic Asset Allocation Active Fund of Funds Direct Payout Inc Dist cum Cap Wdrl has no lock in period.