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

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DSP World Energy Fund - Regular Plan - Growth

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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 World Energy Fund - Regular Plan - Growth
Fund	Franklin U.S. Opportunities Equity Active FOF - Regular - Growth	DSP World Energy Fund - Regular Plan - Growth
Investment Plan	Growth	Growth
Level of Risk	Average	Very High
Asset Size (Cr)	₹4520 Cr	₹109 Cr
Min Investment	₹5000	₹100
Min SIP Invesment	₹500	₹100
Min Addl Investment	₹1000	₹100
Launch Date	13 Feb 2012	14 Aug 2009
Category	International	International
Fund Type	Open Ended	Open Ended
Benchmark	Russell 3000 Growth	MSCI World,MSCI World Energy 10/40 Net TRI
Turn Over	0.0%	20%
Expense Ratio	1.53	2.11
Manager	Sandeep Manam	Jay Kothari
ISIN Code	INF090I01EW1	INF740K01284
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 World Energy Fund - Regular Plan - Growth
1 Month	1.39%	3.22%
6 Month	11.45%	29.61%
1 Year	8.54%	32.41%
3 Year	24.12%	12%
5 Year	10.71%	11.37%

SIP Return Analysis

Scheme Name	Franklin U.S. Opportunities Equity Active FOF - Regular - Growth	DSP World Energy Fund - Regular Plan - Growth
6 Month	3.53%	11.6%
1 Year	22.97%	60.17%
3 Year	21.75%	20%
5 Year	15.88%	13.64%

Rolling Lumpsum Returns

Scheme Name	Franklin U.S. Opportunities Equity Active FOF - Regular - Growth	DSP World Energy Fund - Regular Plan - Growth
1 Year	17.48%	2.27%
3 Year	13.91%	3.83%
5 Year	14.93%	3.78%

Risk Management

Scheme Name	Franklin U.S. Opportunities Equity Active FOF - Regular - Growth	DSP World Energy Fund - Regular Plan - Growth
Standard Deviation	16.60%	21.65%
Sharp	0.95%	0.09%
Beta	1.00%	-
Alpha	-6.47%	-

Fund Managers

Scheme Name	Franklin U.S. Opportunities Equity Active FOF - Regular - Growth	DSP World Energy Fund - Regular Plan - Growth
Name	Sandeep Manam	Jay Kothari
Total AUM	₹74256 Cr	₹0 Cr
Funds Managed	20	20
	Franklin U.S. Opportunities Equity Active FOF - Regular - Growth	DSP World Energy Fund - Regular Plan - Growth

Market Cap

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

Sector Allocation

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

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