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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	₹108 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	1.04%	3.16%
6 Month	10.15%	28.86%
1 Year	8.03%	36.22%
3 Year	23.22%	12.86%
5 Year	10.77%	11.74%

SIP Return Analysis

Scheme Name	Franklin U.S. Opportunities Equity Active FOF - Regular - Growth	DSP World Energy Fund - Regular Plan - Growth
6 Month	2.88%	11.79%
1 Year	19.56%	56.98%
3 Year	20.42%	19.42%
5 Year	15.34%	13.41%

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%	17.86%
Sharp	0.95%	0.34%
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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