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Franklin U.S. Opportunities Equity Active FOF - Regular - Growth

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DSP US Flexible Equity Fund - Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	Franklin U.S. Opportunities Equity Active FOF - Regular - Growth	DSP US Flexible Equity Fund - Regular Plan - Growth
Fund	Franklin U.S. Opportunities Equity Active FOF - Regular - Growth	DSP US Flexible Equity Fund - Regular Plan - Growth
Investment Plan	Growth	Growth
Level of Risk	Average	Very High
Asset Size (Cr)	₹4282 Cr	₹989 Cr
Min Investment	₹5000	₹100
Min SIP Invesment	₹500	₹100
Min Addl Investment	₹1000	₹100
Launch Date	13 Feb 2012	03 Aug 2012
Category	International	International
Fund Type	Open Ended	Open Ended
Benchmark	Russell 3000 Growth	Russell 1000 TRI
Turn Over	0.0%	20%
Expense Ratio	1.53	2.34
Manager	Sandeep Manam	Laukik Bagwe
ISIN Code	INF090I01EW1	INF740K01LP6
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 US Flexible Equity Fund - Regular Plan - Growth
1 Month	2.64%	3.81%
6 Month	21.82%	27.79%
1 Year	17.91%	28.29%
3 Year	23.45%	22.17%
5 Year	12.44%	18.1%

SIP Return Analysis

Scheme Name	Franklin U.S. Opportunities Equity Active FOF - Regular - Growth	DSP US Flexible Equity Fund - Regular Plan - Growth
6 Month	12.07%	17.98%
1 Year	24.03%	43.72%
3 Year	24.36%	25%
5 Year	16.15%	18.75%

Rolling Lumpsum Returns

Scheme Name	Franklin U.S. Opportunities Equity Active FOF - Regular - Growth	DSP US Flexible Equity Fund - Regular Plan - Growth
1 Year	17.84%	14.56%
3 Year	13.15%	13.21%
5 Year	15.16%	14.3%

Risk Management

Scheme Name	Franklin U.S. Opportunities Equity Active FOF - Regular - Growth	DSP US Flexible Equity Fund - Regular Plan - Growth
Standard Deviation	17.77%	15.73%
Sharp	0.80%	0.78%
Beta	1.01%	0.94%
Alpha	-6.43%	-2.70%

Fund Managers

Scheme Name	Franklin U.S. Opportunities Equity Active FOF - Regular - Growth	DSP US Flexible Equity Fund - Regular Plan - Growth
Name	Sandeep Manam	Laukik Bagwe
Total AUM	₹74256 Cr	₹12579 Cr
Funds Managed	20	10
	Franklin U.S. Opportunities Equity Active FOF - Regular - Growth	DSP US Flexible Equity Fund - Regular Plan - Growth

Market Cap

Scheme Name	Franklin U.S. Opportunities Equity Active FOF - Regular - Growth	DSP US Flexible Equity Fund - Regular Plan - Growth
Others	100	100

Sector Allocation

Scheme Name	Franklin U.S. Opportunities Equity Active FOF - Regular - Growth	DSP US Flexible Equity Fund - Regular Plan - Growth
Others	100	100

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