Franklin Templeton Mutual Fund has launched a new fund offering (NFO) - the Franklin India Multi Cap Fund. This fund aims to provide investors with a diversified portfolio of equity and equity-related securities across various market capitalizations, including large-cap, mid-cap, and small-cap stocks.
- Fund Name: Franklin India Multi Cap Fund
- NFO Period: July 8, 2024 to July 22, 2024
- Benchmark Index: NIFTY 500 Multicap 50:25:25 Index
- Minimum Investment: ₹5,000 (lump sum)
The primary objective of the Franklin India Multi Cap Fund is to achieve long-term capital appreciation by investing in a diversified portfolio of equity and equity-related securities across different market capitalizations.
1. Diversification: Multi-cap funds offer exposure to a mix of large-cap, mid-cap, and small-cap stocks, reducing risk through diversification.
2. Balanced Risk and Reward: These funds balance the stability of large-cap stocks with the growth potential of mid and small-cap stocks.
3. Market Flexibility: Fund managers can shift investments based on market conditions, optimising returns.
The fund will adopt an active investment strategy, focusing on companies with strong growth potential across various sectors and market capitalisations. This approach aims to capture opportunities across the market spectrum.
- Equity and Equity-Related Instruments: 75-100%
- Debt and Money Market Instruments: 0-25%
The Franklin India Multi Cap Fund is suitable for:
- Investors looking for diversified equity exposure.
- Those seeking long-term capital appreciation.
- Investors with a moderate to high-risk tolerance.
1. Diversified Exposure: The fund offers a balanced exposure to large, mid, and small-cap stocks, enhancing growth potential.
2. Professional Management: Experienced fund managers actively manage the portfolio to maximise returns.
3. Growth Opportunities: The multi-cap approach allows the fund to capture growth opportunities across the market spectrum.
1. Market Risk: Investments in equities are subject to market risks and volatility.
2. Sector Concentration Risk: While diversified, the fund may still have sector-specific risks based on market conditions.
The Franklin India Multi Cap Fund presents an excellent opportunity for investors to achieve long-term capital appreciation through a diversified equity portfolio for their mutual fund investment. With a focus on growth across various market capitalisations, the fund aims to provide balanced and optimised returns. As always, investors should assess their risk tolerance and investment goals before investing.
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