Franklin U.S. Opportunities Equity Active Fund Of Funds - Direct - IDCW
Expense Ratio: 0.63
Risk: Very High
Other Scheme - FoF Overseas
Plan: Direct
Benchmark: Russell 3000 Growth Index
Inception: 17-01-2012
Exit Load: Nil
Fund Size:₹4,519.27 Cr
Performance
1Y
Fund19.83%
Cat. Avg.36.74%
2Y
Fund15.45%
Cat. Avg.24.47%
3Y
Fund20.95%
Cat. Avg.22.68%
5Y
Fund10.28%
Cat. Avg.12.48%
10Y
Fund17.22%
Cat. Avg.12.68%
SI
Fund17.49%
Cat. Avg.14.26%
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
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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) | 4359.00 | 98.88% |
| 2 | Call, Cash & Other Assets | 49.23 | 1.12% |
Similar Funds
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Aug, 25 | 60000 | 65735 | +9.6% | +20.7% |
| 2Y | 07 Aug, 24 | 1.20 L. | 1.44 L. | +19.8% | +19.7% |
| 3Y | 07 Aug, 23 | 1.80 L. | 2.38 L. | +32.5% | +20.0% |
| 5Y | 09 Aug, 21 | 3 L. | 4.71 L. | +57.0% | +18.5% |
| 10Y | 08 Aug, 16 | 6 L. | 14.47 L. | +141.2% | +17.0% |
| SI | 07 Jan, 13 | 8.15 L. | 27.06 L. | +232.0% | +16.4% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 15 Jul, 25 | 1 L. | 1.20 L. | +19.8% | +19.8% |
| 2Y | 15 Jul, 24 | 1 L. | 1.33 L. | +33.3% | +15.5% |
| 3Y | 17 Jul, 23 | 1 L. | 1.76 L. | +75.9% | +20.8% |
| 5Y | 15 Jul, 21 | 1 L. | 1.63 L. | +63.1% | +10.3% |
| 10Y | 15 Jul, 16 | 1 L. | 4.90 L. | +389.9% | +17.2% |
| SI | 02 Jan, 13 | 1 L. | 8.86 L. | +786.3% | +17.5% |
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.