Franklin U.S. Opportunities Equity Active Fund Of Funds - IDCW
Expense Ratio: 1.54
Risk: Very High
Other Scheme - FoF Overseas
Plan: Regular
Benchmark: Russell 3000 Growth Index
Inception: 17-01-2012
Exit Load: Nil
Fund Size:₹4,519.27 Cr
Performance
1Y
Fund10.03%
Cat. Avg.18.65%
2Y
Fund10.51%
Cat. Avg.20.66%
3Y
Fund19.55%
Cat. Avg.23.10%
5Y
Fund7.90%
Cat. Avg.11.44%
10Y
Fund15.65%
Cat. Avg.11.78%
SI
Fund15.57%
Cat. Avg.12.37%
Fund Facts
No available Data
Taxation
Any Holding Period (STCG & LTCG):As per Income Slab Rate
*Tax rates as per Finance Act 2024. Surcharge & cess may apply.
Allocation
Visualizing Fund's Exposure
Asset Class
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Market Cap
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Top Sectors
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Asset Class
Market Cap
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Top Sectors
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Portfolio Holdings
Detailed breakdown of instruments.
Instrument | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | Franklin U.S. Opportunities Fund, Class I (Acc) | 5836.05 | 95.98% |
| 2 | Call, Cash & Other Assets | 244.63 | 4.02% |
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Nov, 25 | 60000 | 61552 | +2.6% | +5.4% |
| 2Y | 07 Nov, 24 | 1.20 L. | 1.33 L. | +10.8% | +10.8% |
| 3Y | 07 Nov, 23 | 1.80 L. | 2.17 L. | +20.8% | +13.2% |
| 5Y | 08 Nov, 21 | 3 L. | 4.38 L. | +46.1% | +15.5% |
| 10Y | 07 Nov, 16 | 6 L. | 12.77 L. | +112.8% | +14.6% |
| SI | 07 Mar, 12 | 8.80 L. | 28.29 L. | +221.5% | +14.7% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 16 Oct, 25 | 1 L. | 1.10 L. | +10.0% | +10.0% |
| 2Y | 16 Oct, 24 | 1 L. | 1.22 L. | +22.1% | +10.5% |
| 3Y | 16 Oct, 23 | 1 L. | 1.71 L. | +70.9% | +19.5% |
| 5Y | 18 Oct, 21 | 1 L. | 1.44 L. | +43.8% | +7.6% |
| 10Y | 17 Oct, 16 | 1 L. | 4.30 L. | +329.7% | +15.7% |
| SI | 14 Feb, 12 | 1 L. | 8.36 L. | +736.3% | +15.6% |
SIP Calculator
Visualize how small monthly investments grow over time.
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%
Beat inflation and compound wealth faster with an annual step-up.
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Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Profit
₹14.80LSIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0
Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%
Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.