Franklin India Inc Pl Arbtg ActFoFIDCW-P

Franklin India Inc Pl Arbtg ActFoFIDCW-P Fund Details and Key Information

Franklin India Inc Pl Arbtg ActFoFIDCW-P is an open-ended mutual fund that invests based on its stated objective and benchmark.

Key details:

• Asset Size: ₹135.84 Cr

• Expense Ratio: 0.44%

• Cash Holding: 66.54%

• Plan Type: Dividend

• Benchmark: Nifty 500 TR INR

• Launch Date: 2014-11-28

• Exit Load: 0.00

These factors help investors evaluate cost, scale, and fund positioning before making an investment decision.

Franklin India Inc Pl Arbtg ActFoFIDCW-P Returns and Performance

Franklin India Inc Pl Arbtg ActFoFIDCW-P has delivered returns across multiple timeframes, reflecting its ability to perform across different market conditions.

Returns:

• 1 Month: -6.66%

• 3 Months: -5.63%

• 6 Months: -4.76%

• 1 Year: -2.23%

• 3 Years: 0.33%

• 5 Years: 0.55%

Short-term returns indicate recent momentum, while long-term returns show consistency and wealth creation ability.

Franklin India Inc Pl Arbtg ActFoFIDCW-P Risk Level and Volatility

Understanding risk is important before investing. Franklin India Inc Pl Arbtg ActFoFIDCW-P falls under: For investors in the 20–40 age group, selecting a fund with the right risk level is important based on financial goals, investment horizon, and comfort with market movements.

Risk Level: Low To Moderate Risk

The riskometer helps investors understand how stable or volatile the fund can be based on its investment strategy and asset allocation. Funds with higher risk levels may offer better return potential over time, but they can also experience sharper short-term fluctuations. This classification reflects the volatility associated with the fund. Higher risk funds may offer higher returns but come with greater fluctuations.

Franklin India Inc Pl Arbtg ActFoFIDCW-P Portfolio Allocation

The asset allocation of Franklin India Inc Pl Arbtg ActFoFIDCW-P shows how investments are distributed across asset classes.

• Equity Allocation: -0.25%

• Cash Allocation: 66.54%

This allocation plays a key role in determining the fund’s risk and return profile.

Franklin India Inc Pl Arbtg ActFoFIDCW-P Sector Allocation

Franklin India Inc Pl Arbtg ActFoFIDCW-P diversifies its investments across sectors to reduce risk.

Sector Holding Detail

• Basic Materials: 2.43%

• Communication Services: 2.14%

• Consumer Cyclical: 2.32%

• Consumer Defensive: 1.15%

• Energy: 2.70%

• Financial Services: 11.31%

• Healthcare: 1.35%

• Industrials: 2.18%

• Real Estate: 0.33%

• Technology: 0.39%

• Utilities: 1.23%

Sector allocation data helps investors understand which industries the fund is focusing on.

Franklin India Inc Pl Arbtg ActFoFIDCW-P Fund House

Franklin India Inc Pl Arbtg ActFoFIDCW-P is managed by:

AMC Name: Franklin Templeton Asst Mgmt(IND)Pvt Ltd

A strong fund house with a proven track record can improve investor confidence.

Franklin India Inc Pl Arbtg ActFoFIDCW-P Minimum Investment

Investors can start investing in Franklin India Inc Pl Arbtg ActFoFIDCW-P with:

Minimum Investment: ₹5,000

This makes the fund accessible for both beginners and experienced investors.