- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
Franklin U.S. Opportunities Equity Active FOF - Regular - Growth
DSP World Energy Fund - Regular Plan - Growth
Chart Comparison
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) | ₹4437 Cr | ₹103 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 | -1.78% | 6.75% |
| 6 Month | 29.64% | 47.33% |
| 1 Year | 11.54% | 23.41% |
| 3 Year | 25.16% | 16.88% |
| 5 Year | 11.25% | 14.58% |
SIP Return Analysis
| Scheme Name | Franklin U.S. Opportunities Equity Active FOF - Regular - Growth | DSP World Energy Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 4.06% | 16.76% |
| 1 Year | 18.6% | 57.78% |
| 3 Year | 21.62% | 17.92% |
| 5 Year | 15.18% | 12.75% |
Rolling Lumpsum Returns
| Scheme Name | Franklin U.S. Opportunities Equity Active FOF - Regular - Growth | DSP World Energy Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 17.86% | 2.16% |
| 3 Year | 13.4% | 3.74% |
| 5 Year | 15.06% | 3.7% |
Risk Management
| Scheme Name | Franklin U.S. Opportunities Equity Active FOF - Regular - Growth | DSP World Energy Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 16.58% | 18.79% |
| Sharp | 1.10% | 0.54% |
| Beta | 0.99% | - |
| Alpha | -6.30% | - |
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 |
Top Comparisons
SBI Focused Fund - Regular Plan -Growth
3Y Returns16.48%
HSBC Focused Fund - Regular Growth
3Y Returns17.31%
PGIM India Corporate Bond Fund - Growth
3Y Returns7.36%
DSP Corporate Bond Fund - Regular - Growth
3Y Returns7.65%
ICICI Prudential All Seasons Bond Fund - Growth
3Y Returns8%
Canara Robeco Dynamic Bond Fund - Regular Plan - Growth Option
3Y Returns6.23%
WhiteOak Capital Banking & Financial Services Fund-Reg (G)
3Y Returns0%
LIC MF Banking & Financial Services Fund Regular-Growth
3Y Returns12.59%
