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Franklin India Feeder - Franklin U.S. Opportunities Fund - Growth

Category: Fund of Funds-Overseas
Launch Date: 09-02-2012
Asset Class: Equity
Benchmark: S&P BSE India Bond Index
Expense Ratio: 1.5% As on (31-05-2020)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 1,693.49 Cr As on (31-05-2020)
Turn over: 2.44
NAV as on 02-07-2020

42.5037

-0.24 (-0.5578%)

CAGR Since Inception

18.27%

S&P BSE India Bond Index 9.53%

PERFORMANCE of Franklin India Feeder - Franklin U.S. Opportunities Fund - Growth

Scheme Performance (%) Data as on - 03-07-2020

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Franklin India Feeder - Franklin U.S. Opportunities Fund - Growth 31.96 23.88 15.59 - 18.27
S&P BSE India Bond Index 15.93 8.1 9.81 8.84 9.53
Fund of Funds-Overseas 8.84 7.72 5.64 6.47 6.62

Yearly Performance (%)

Fund Managers

Mr. Srikesh Nair

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 U.S. Opportunities Fund - 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

riskometer

Key Performance and Risk Statistics of Franklin India Feeder - Franklin U.S. Opportunities Fund - Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Franklin India Feeder - Franklin U.S. Opportunities Fund - Growth 10.9 0.62 1.21 1.2 - -
Fund of Funds-Overseas - - - - - -

PEER COMPARISION of Franklin India Feeder - Franklin U.S. Opportunities Fund - Growth

Period
Data as on - 03-07-2020
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Franklin India Feeder - Franklin U.S. Opportunities Fund - Growth 09-02-2012 31.96 20.86 23.88 15.59 0.0
DSP World Gold Fund - Regular Plan - Growth 14-09-2007 49.75 29.64 17.18 15.54 2.12
Edelweiss Greater China Equity Off-shore Fund - Regular Plan - Growth Option 26-08-2009 43.83 19.67 20.61 13.57 14.85
PGIM India Global Equity Opportunities Fund - Growth 14-05-2010 40.38 28.11 24.3 10.06 11.06
Aditya Birla Sun Life Global Emerging Opportunities Fund - Regular Plan - Growth Option 17-09-2008 18.37 5.29 9.47 5.42 3.51
DSP US Flexible Equity Fund - Regular Plan - Growth Option 03-08-2012 17.81 11.24 13.69 11.39 0.0
DSP Global Allocation Fund - Regular Plan - Growth 21-08-2014 14.5 8.79 8.43 6.17 0.0
Kotak Global Emerging Market Fund - Growth 26-09-2007 11.31 3.47 7.96 3.58 7.62
Sundaram Global Brand Fund Growth 24-08-2007 10.67 6.11 7.35 5.6 6.78
PGIM India Euro Equity Fund - Growth 11-09-2007 10.16 3.04 4.72 3.28 7.34

PORTFOLIO ANALYSIS of Franklin India Feeder - Franklin U.S. Opportunities Fund - Growth

Asset Allocation (%)