Franklin India Feeder - Franklin US Opportunities Fund - Direct - Growth

Franklin India Feeder - Franklin US Opportunities Fund - Direct - Growth

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Category: Fund of Funds-Overseas
Launch Date: 02-01-2013
Asset Class: Equity
Benchmark: Russell 3000 Growth
Expense Ratio: 0.54% As on (31-03-2024)
Status: Open Ended Schemes for subscription
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 3,616.19 Cr As on (31-03-2024)
Turn over:
NAV as on 19-04-2024

67.0601

-1.62 (-2.4231%)

CAGR Since Inception

16.87%

Russell 3000 Growth 11.63%

PERFORMANCE of Franklin India Feeder - Franklin US Opportunities Fund - Direct - Growth

Scheme Performance (%) Data as on - 22-04-2024

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Franklin India Feeder - Franklin US Opportunities Fund - Direct - Growth 32.58 5.02 15.25 14.86 16.87
Benchmark - - - - -
Fund of Funds-Overseas 14.96 0.8 8.13 5.9 6.86

Yearly Performance (%)

Nav Movement

Fund Managers

Sandeep Manam

Investment Objective

The fund seeks to provide capital appreciation by investing predominantly in units of Franklin U.S. Opportunities Fund, an overseas Franklin Templeton mutual fund, which primarily invests in securities in the United States of America. The fund principally invests in small, medium and large capitalisation U.S. companies with strong growth potential across a wide range of sectors.

RETURNS CALCULATOR for Franklin India Feeder - Franklin US Opportunities Fund - Direct - Growth

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

Key Performance and Risk Statistics of Franklin India Feeder - Franklin US Opportunities Fund - Direct - Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Franklin India Feeder - Franklin US Opportunities Fund - Direct - Growth 22.11 0.34 - - - -
Fund of Funds-Overseas - - - - - -

PEER COMPARISION of Franklin India Feeder - Franklin US Opportunities Fund - Direct - Growth

Period
Data as on - 22-04-2024
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Franklin India Feeder - Franklin US Opportunities Fund - Direct - Growth 02-01-2013 32.58 10.4 5.02 15.25 14.86
Mirae Asset NYSE FANG and ETF Fund of Fund Regular Growth 10-05-2021 98.7 45.06 0.0 0.0 0.0
Edelweiss US Technology Equity Fund of Fund- Regular Plan- Growth 05-03-2020 44.33 16.41 3.79 0.0 0.0
Motilal Oswal Nasdaq 100 Fund of Fund- Regular Plan Growth 05-11-2018 36.0 18.65 10.62 21.03 0.0
BANDHAN US EQUITY FUND OF FUND - GROWTH - REGULAR PLAN 20-08-2021 35.1 16.96 0.0 0.0 0.0
Kotak NASDAQ 100 Fund of Fund - Regular Plan - Growth 02-02-2021 33.54 15.07 11.07 0.0 0.0
Mirae Asset Global X Artificial Intelligence & Technology ETF Fund of Fund - Regular Plan - Growth 07-09-2022 33.4 0.0 0.0 0.0 0.0
Aditya Birla Sun Life Nasdaq 100 FOF-Regular Growth 01-11-2021 32.91 14.92 0.0 0.0 0.0
Invesco India - Invesco EQQQ Nasdaq-100 ETF Fund of Fund - Regular Plan - Growth 21-04-2022 32.7 0.0 0.0 0.0 0.0
Axis NASDAQ 100 Fund of Fund - Regular Plan - Growth 01-11-2022 32.57 0.0 0.0 0.0 0.0

PORTFOLIO ANALYSIS of Franklin India Feeder - Franklin US Opportunities Fund - Direct - Growth

Asset Allocation (%)

Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing. Past performance is not indicative of future returns. Please consider your specific investment requirements before choosing a fund, or designing a portfolio that suits your needs.

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