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
Fund18.61%
Cat. Avg.32.89%
2Y
Fund14.74%
Cat. Avg.22.47%
3Y
Fund20.03%
Cat. Avg.21.06%
5Y
Fund9.52%
Cat. Avg.11.14%
10Y
Fund16.25%
Cat. Avg.11.60%
SI
Fund16.17%
Cat. Avg.13.01%
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) | 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 Aug, 25 | 60000 | 65977 | +10.0% | +21.4% |
| 2Y | 07 Aug, 24 | 1.20 L. | 1.44 L. | +19.9% | +19.6% |
| 3Y | 07 Aug, 23 | 1.80 L. | 2.37 L. | +31.9% | +19.5% |
| 5Y | 09 Aug, 21 | 3 L. | 4.64 L. | +54.6% | +17.8% |
| 10Y | 08 Aug, 16 | 6 L. | 13.79 L. | +129.9% | +16.0% |
| SI | 07 Mar, 12 | 8.65 L. | 29.27 L. | +238.4% | +15.6% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 17 Jul, 25 | 1 L. | 1.19 L. | +18.6% | +18.6% |
| 2Y | 18 Jul, 24 | 1 L. | 1.36 L. | +36.5% | +16.9% |
| 3Y | 17 Jul, 23 | 1 L. | 1.73 L. | +72.9% | +20.0% |
| 5Y | 19 Jul, 21 | 1 L. | 1.58 L. | +58.4% | +9.6% |
| 10Y | 18 Jul, 16 | 1 L. | 4.49 L. | +349.0% | +16.2% |
| SI | 14 Feb, 12 | 1 L. | 8.70 L. | +769.7% | +16.2% |
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.