NRI from all over the world (excluding U.S.A. & Canada) can invest in this fund
SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671
₹19.00
0.45%
NAV as on 16 Jan 25, 12:00 AM
high risk
multi asset allocation
fof
NAV as on 16 Jan 25, 12:00 AM
high risk
multi asset allocation
fof
12.13%p.a.
Last 1Y
10.24%p.a.
Last 3Y
7.62%p.a.
Last 5Y
6.61%p.a.
Since Inception
About Franklin India Multi - Asset Solution Fund of Funds Rnvstmnt of Inc Dist cum Cap Wdrl Plan for NRIs
NRIs can achieve long-term capital appreciation by investing in the Franklin India Multi - Asset Solution Fund of Funds Rnvstmnt of Inc Dist cum Cap Wdrl Plan scheme from Franklin Templeton Asst Mgmt(IND)Pvt Ltd. It is a Multi Asset Allocation mutual fund scheme that predominantly invests in Multi Asset Allocation stocks of companies. Launched on Nov 2014, Franklin India Multi - Asset Solution Fund of Funds Rnvstmnt of Inc Dist cum Cap Wdrl Plan is Multi Asset Allocation fund of its category with 60.13 Cr fund under management as on Jan 2025. The expense ratio of this fund is less than that of most other Fund category Multi Asset Allocation funds.
- Franklin India Multi - Asset Solution Fund of Funds Rnvstmnt of Inc Dist cum Cap Wdrl Plan delivered 12.1% annual returns during the last year. It has delivered 6.6% average annual returns since the fund was launched.
- Franklin India Multi - Asset Solution Fund of Funds Rnvstmnt of Inc Dist cum Cap Wdrl Plan scheme tends to consistently deliver higher returns than most schemes in the same category.
- The scheme has predominantly invested in fof
Fund Objective
The fund seeks to achieve capital appreciation and diversification through a mix of strategic and tactical allocation to various asset classes such as equity, debt and gold by investing in funds investing in these asset classes.
Top 7 Holdings
Franklin India Bluechip Dir Gr
29.97%
ICICI Pru Short Term Dir Gr
23.11%
SBI Short Term Debt Dir Gr
23.09%
Nippon India ETF Gold BeES
21.54%
Franklin India S/T Income Dir Gr
0.02%
Franklin India Liquid Sup Inst Dir Gr
0.01%
Franklin India S/T Inc Sgtd Ptf3DirRetGr
0.00%
Fund Managers
- Venkatesh Sanjeevi (Oct 2024 - Present)
- Rajasa Kakulavarapu (Feb 2022 - Present)
Key Information
View Scheme Document
Franklin India Multi - Asset Solution Fund of Funds Rnvstmnt of Inc Dist cum Cap Wdrl Plan SIP Calculator
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NRI Mutual Fund Tax on Franklin India Multi - Asset Solution Fund of Funds Rnvstmnt of Inc Dist cum Cap Wdrl Plan
Just like for resident investors, capital gains from mutual fund investments are subject to income tax for NRI investors.
| Fund Type | Short-term Capital Gains (STCG) Tax | Long-term Capital Gains (LTCG) Tax |
|---|---|---|
| Equity mutual funds | 15% | 10% (above Rs. 1 lakh LTCG) without indexation* |
| Debt & other types of funds | At tax slab rate | 20% with indexation benefits |
How can NRIs invest in Franklin India Multi - Asset Solution Fund of Funds Rnvstmnt of Inc Dist cum Cap Wdrl Plan?
NRIs and OCIs can download the SBNRI app to invest in mutual funds from the country of their residence. Here are a few simple steps you need to take:
- Complete your NRI KYC: Type in your personal details and attach supporting documents, like:
- PAN Number
- Overseas address proof: Any of – Water/electricity bill, postpaid mobile/internet bill, rent agreement, driving license, etc.
- Passport – front and back
- Passport size photograph
- signature
If all details are correct, your KYC will be approved within 7 to 8 business days.
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing in Franklin India Multi - Asset Solution Fund of Funds Rnvstmnt of Inc Dist cum Cap Wdrl Plan
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing:
- City and country of birth
- NRE/NRO bank account statement/ canceled cheque for the latest 3 months
- Nominee details
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Frequently Asked Questions
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