Franklin U.S. Opportunities Equity Active FOF - Regular - Growth
DSP Global Innovation Overseas Equity Omni FOF - Regular - Growth
Chart Comparison
Overview
| Scheme Name | Franklin U.S. Opportunities Equity Active FOF - Regular - Growth | DSP Global Innovation Overseas Equity Omni FOF - Regular - Growth |
|---|---|---|
| Fund | Franklin U.S. Opportunities Equity Active FOF - Regular - Growth | DSP Global Innovation Overseas Equity Omni FOF - Regular - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Average |
| Asset Size (Cr) | ₹4460 Cr | ₹1184 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 13 Feb 2012 | 14 Feb 2022 |
| Category | International | International |
| Fund Type | Open Ended | Open Ended |
| Benchmark | Russell 3000 Growth | BSE India Bond Index |
| Turn Over | 0.0% | 62% |
| Expense Ratio | 1.53 | 2.04 |
| Manager | Sandeep Manam | Kedar Karnik |
| ISIN Code | INF090I01EW1 | INF740KA1QM8 |
| 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 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Franklin U.S. Opportunities Equity Active FOF - Regular - Growth | DSP Global Innovation Overseas Equity Omni FOF - Regular - Growth |
|---|---|---|
| 1 Month | 4.93% | 6.58% |
| 6 Month | 10.93% | 19.56% |
| 1 Year | 11.23% | 26.38% |
| 3 Year | 25.29% | 31.81% |
| 5 Year | 9.82% | - |
SIP Return Analysis
| Scheme Name | Franklin U.S. Opportunities Equity Active FOF - Regular - Growth | DSP Global Innovation Overseas Equity Omni FOF - Regular - Growth |
|---|---|---|
| 6 Month | 2.44% | 5.5% |
| 1 Year | 18.32% | 32.23% |
| 3 Year | 19.66% | 26.33% |
| 5 Year | 15.06% | - |
Rolling Lumpsum Returns
| Scheme Name | Franklin U.S. Opportunities Equity Active FOF - Regular - Growth | DSP Global Innovation Overseas Equity Omni FOF - Regular - Growth |
|---|---|---|
| 1 Year | 17.43% | 27.65% |
| 3 Year | 13.96% | 21.42% |
| 5 Year | 14.9% | - |
Risk Management
| Scheme Name | Franklin U.S. Opportunities Equity Active FOF - Regular - Growth | DSP Global Innovation Overseas Equity Omni FOF - Regular - Growth |
|---|---|---|
| Standard Deviation | 16.60% | 17.02% |
| Sharp | 0.95% | 1.24% |
| Beta | 1.00% | - |
| Alpha | -6.47% | - |
Fund Managers
| Scheme Name | Franklin U.S. Opportunities Equity Active FOF - Regular - Growth | DSP Global Innovation Overseas Equity Omni FOF - Regular - Growth |
|---|---|---|
| Name | Sandeep Manam | Kedar Karnik |
| Total AUM | ₹74256 Cr | ₹32997 Cr |
| Funds Managed | 20 | 11 |
| Franklin U.S. Opportunities Equity Active FOF - Regular - Growth | DSP Global Innovation Overseas Equity Omni FOF - Regular - Growth |
Market Cap
| Scheme Name |
Franklin U.S. Opportunities Equity Active FOF - Regular - Growth |
DSP Global Innovation Overseas Equity Omni FOF - Regular - Growth |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
Franklin U.S. Opportunities Equity Active FOF - Regular - Growth |
DSP Global Innovation Overseas Equity Omni FOF - Regular - Growth |
|---|---|---|
| Others | 100 | 100 |
Top Comparisons
INVESCO INDIA LARGE & MID CAP FUND - Growth
3Y Returns25.04%
Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option
3Y Returns18.77%
ICICI Prudential Bond Fund - Growth
3Y Returns7.53%
SBI Medium to Long Duration Fund-Regular Plan-Growth
3Y Returns6.96%
Tata Focused Fund-Regular Plan-Growth
3Y Returns15.73%
Quant Focused Fund-Growth
3Y Returns15.04%
HDFC Balanced Advantage Fund Regular Growth
3Y Returns18.88%
Axis Balanced Advantage Fund - Regular Plan - Growth
3Y Returns14.94%