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
Fund15.35%
Cat. Avg.32.89%
2Y
Fund13.15%
Cat. Avg.22.47%
3Y
Fund18.92%
Cat. Avg.21.06%
5Y
Fund8.91%
Cat. Avg.11.14%
10Y
Fund15.93%
Cat. Avg.11.60%
SI
Fund15.95%
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
No available Data
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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 | 64300 | +7.2% | +15.2% |
| 2Y | 07 Aug, 24 | 1.20 L. | 1.40 L. | +16.7% | +16.5% |
| 3Y | 07 Aug, 23 | 1.80 L. | 2.31 L. | +28.3% | +17.5% |
| 5Y | 09 Aug, 21 | 3 L. | 4.51 L. | +50.4% | +16.7% |
| 10Y | 08 Aug, 16 | 6 L. | 13.41 L. | +123.6% | +15.5% |
| SI | 07 Mar, 12 | 8.65 L. | 28.47 L. | +229.1% | +15.3% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 17 Jul, 25 | 1 L. | 1.15 L. | +15.4% | +15.4% |
| 2Y | 18 Jul, 24 | 1 L. | 1.33 L. | +32.7% | +15.2% |
| 3Y | 17 Jul, 23 | 1 L. | 1.68 L. | +68.2% | +18.9% |
| 5Y | 19 Jul, 21 | 1 L. | 1.54 L. | +54.0% | +9.0% |
| 10Y | 18 Jul, 16 | 1 L. | 4.37 L. | +336.7% | +15.9% |
| SI | 14 Feb, 12 | 1 L. | 8.46 L. | +745.8% | +16.0% |
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.