Franklin U.S. Opportunities Equity Active FOF - Regular - Growth
ADITYA BIRLA SUN LIFE US TREASURY 3 10 YEAR BOND ETFS FUND OF FUNDS REGULAR PLAN GROWTH
Chart Comparison
Overview
Scheme Name | Franklin U.S. Opportunities Equity Active FOF - Regular - Growth | ADITYA BIRLA SUN LIFE US TREASURY 3 10 YEAR BOND ETFS FUND OF FUNDS REGULAR PLAN GROWTH |
---|---|---|
Fund | Franklin U.S. Opportunities Equity Active FOF - Regular - Growth | ADITYA BIRLA SUN LIFE US TREASURY 3 10 YEAR BOND ETFS FUND OF FUNDS REGULAR PLAN GROWTH |
Investment Plan | Growth | Growth |
Level of Risk | Average | Very High |
Asset Size (Cr) | ₹4437 Cr | ₹181 Cr |
Min Investment | ₹5000 | ₹10000 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹5000 |
Launch Date | 13 Feb 2012 | 31 Oct 2023 |
Category | International | International |
Fund Type | Open Ended | Open Ended |
Benchmark | Russell 3000 Growth | Bloomberg US Treasury 3-10 Year |
Turn Over | 0.0% | % |
Expense Ratio | 1.53 | 0.2 |
Manager | Sandeep Manam | Bhupesh Bameta |
ISIN Code | INF090I01EW1 | INF209KB19W1 |
Exits Load | Franklin India Feeder - Franklin U.S. Opportunities Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Aditya Birla Sun Life US Treasury 3-10 Year Bond ETFS Fund Of Funds - Regular Plan - Growth charges 0.25% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Franklin U.S. Opportunities Equity Active FOF - Regular - Growth | ADITYA BIRLA SUN LIFE US TREASURY 3 10 YEAR BOND ETFS FUND OF FUNDS REGULAR PLAN GROWTH |
---|---|---|
1 Month | -1.14% | 0.6% |
6 Month | 28.39% | 6.97% |
1 Year | 11.21% | 10.17% |
3 Year | 24.65% | - |
5 Year | 10.74% | - |
SIP Return Analysis
Scheme Name | Franklin U.S. Opportunities Equity Active FOF - Regular - Growth | ADITYA BIRLA SUN LIFE US TREASURY 3 10 YEAR BOND ETFS FUND OF FUNDS REGULAR PLAN GROWTH |
---|---|---|
6 Month | 4.06% | 4.3% |
1 Year | 18.6% | 13.75% |
3 Year | 21.62% | - |
5 Year | 15.18% | - |
Rolling Lumpsum Returns
Scheme Name | Franklin U.S. Opportunities Equity Active FOF - Regular - Growth | ADITYA BIRLA SUN LIFE US TREASURY 3 10 YEAR BOND ETFS FUND OF FUNDS REGULAR PLAN GROWTH |
---|---|---|
1 Year | 17.86% | 7.97% |
3 Year | 13.4% | - |
5 Year | 15.06% | - |
Risk Management
Scheme Name | Franklin U.S. Opportunities Equity Active FOF - Regular - Growth | ADITYA BIRLA SUN LIFE US TREASURY 3 10 YEAR BOND ETFS FUND OF FUNDS REGULAR PLAN GROWTH |
---|---|---|
Standard Deviation | 16.58% | - |
Sharp | 1.10% | - |
Beta | 0.99% | - |
Alpha | -6.30% | - |
Fund Managers
Scheme Name | Franklin U.S. Opportunities Equity Active FOF - Regular - Growth | ADITYA BIRLA SUN LIFE US TREASURY 3 10 YEAR BOND ETFS FUND OF FUNDS REGULAR PLAN GROWTH |
---|---|---|
Name | Sandeep Manam | Bhupesh Bameta |
Total AUM | ₹74256 Cr | ₹0 Cr |
Funds Managed | 20 | 10 |
Franklin U.S. Opportunities Equity Active FOF - Regular - Growth | ADITYA BIRLA SUN LIFE US TREASURY 3 10 YEAR BOND ETFS FUND OF FUNDS REGULAR PLAN GROWTH |
Market Cap
Scheme Name |
Franklin U.S. Opportunities Equity Active FOF - Regular - Growth |
ADITYA BIRLA SUN LIFE US TREASURY 3 10 YEAR BOND ETFS FUND OF FUNDS REGULAR PLAN GROWTH |
---|---|---|
Others | 100 | 100 |
Sector Allocation
Scheme Name |
Franklin U.S. Opportunities Equity Active FOF - Regular - Growth |
ADITYA BIRLA SUN LIFE US TREASURY 3 10 YEAR BOND ETFS FUND OF FUNDS REGULAR PLAN GROWTH |
---|---|---|
Others | 100 | 100 |
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