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) | ₹4520 Cr | ₹182 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 | Corporate Bond |
| 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 | 1.39% | 1.71% |
| 6 Month | 11.45% | 8.45% |
| 1 Year | 8.54% | 12.35% |
| 3 Year | 24.12% | - |
| 5 Year | 10.71% | - |
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 | 3.53% | 3.72% |
| 1 Year | 22.97% | 14.11% |
| 3 Year | 21.75% | - |
| 5 Year | 15.88% | - |
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 | 17.48% | 7.97% |
| 3 Year | 13.91% | - |
| 5 Year | 14.93% | - |
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 | 16.48% | - |
| Sharp | 1.02% | - |
| Beta | 1.00% | - |
| Alpha | -6.54% | - |
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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