Franklin U.S. Opportunities Equity Active Fund Of Funds - Growth
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
Fund23.49%
Cat. Avg.35.90%
2Y
Fund16.66%
Cat. Avg.23.71%
3Y
Fund21.40%
Cat. Avg.21.87%
5Y
Fund10.07%
Cat. Avg.11.63%
10Y
Fund16.58%
Cat. Avg.11.88%
SI
Fund16.41%
Cat. Avg.13.35%
Fund Facts
Manager(s)
Sara Araghi
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
No available Data
Top Sectors
No available Data
Portfolio Holdings
Detailed breakdown of instruments.
Instrument | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | Franklin U.S. Opportunities Fund, Class I (Acc) | 4359.00 | 98.88% |
| 2 | Call, Cash & Other Assets | 49.23 | 1.12% |
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Aug, 25 | 60000 | 67862 | +13.1% | +28.8% |
| 2Y | 07 Aug, 24 | 1.20 L. | 1.48 L. | +23.3% | +23.0% |
| 3Y | 07 Aug, 23 | 1.80 L. | 2.44 L. | +35.6% | +21.7% |
| 5Y | 09 Aug, 21 | 3 L. | 4.77 L. | +59.0% | +19.1% |
| 10Y | 08 Aug, 16 | 6 L. | 14.19 L. | +136.4% | +16.6% |
| SI | 07 Mar, 12 | 8.65 L. | 30.11 L. | +248.1% | +16.0% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 15 Jul, 25 | 1 L. | 1.23 L. | +23.5% | +23.5% |
| 2Y | 15 Jul, 24 | 1 L. | 1.36 L. | +36.1% | +16.7% |
| 3Y | 17 Jul, 23 | 1 L. | 1.78 L. | +77.9% | +21.2% |
| 5Y | 15 Jul, 21 | 1 L. | 1.62 L. | +61.6% | +10.1% |
| 10Y | 15 Jul, 16 | 1 L. | 4.64 L. | +363.8% | +16.6% |
| SI | 14 Feb, 12 | 1 L. | 8.95 L. | +794.6% | +16.4% |
SIP Planner
Visualize how small monthly investments grow over time.
₹
Years
%
%
Beat inflation and compound wealth faster with an annual step-up.
%
₹
%
Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Gained
₹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.