Franklin U.S. Opportunities Equity Active FOF - Regular - Growth
DSP World Mining Overseas Equity Omni FOF - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Franklin U.S. Opportunities Equity Active FOF - Regular - Growth | DSP World Mining Overseas Equity Omni FOF - Regular Plan - Growth |
|---|---|---|
| Fund | Franklin U.S. Opportunities Equity Active FOF - Regular - Growth | DSP World Mining Overseas Equity Omni FOF - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Average |
| Asset Size (Cr) | ₹4437 Cr | ₹168 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 13 Feb 2012 | 29 Dec 2009 |
| Category | Gold | Gold |
| Fund Type | Open Ended | Open Ended |
| Benchmark | Russell 3000 Growth | BSE India Bond Index |
| Turn Over | 0.0% | 20% |
| Expense Ratio | 1.53 | 2.16 |
| Manager | Sandeep Manam | Jay Kothari |
| ISIN Code | INF090I01EW1 | INF740K01730 |
| 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 Mining Overseas Equity Omni FOF - Regular Plan - Growth |
|---|---|---|
| 1 Month | -2.56% | -0.03% |
| 6 Month | 10.3% | 44.42% |
| 1 Year | 6.37% | 48.12% |
| 3 Year | 22.43% | 13.87% |
| 5 Year | 10.25% | 16.47% |
SIP Return Analysis
| Scheme Name | Franklin U.S. Opportunities Equity Active FOF - Regular - Growth | DSP World Mining Overseas Equity Omni FOF - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.87% | 15.32% |
| 1 Year | 17.33% | 64.49% |
| 3 Year | 20.57% | 22.07% |
| 5 Year | 14.82% | 14.94% |
Rolling Lumpsum Returns
| Scheme Name | Franklin U.S. Opportunities Equity Active FOF - Regular - Growth | DSP World Mining Overseas Equity Omni FOF - Regular Plan - Growth |
|---|---|---|
| 1 Year | 17.59% | 3.87% |
| 3 Year | 13.77% | 5.45% |
| 5 Year | 14.97% | 6.2% |
Risk Management
| Scheme Name | Franklin U.S. Opportunities Equity Active FOF - Regular - Growth | DSP World Mining Overseas Equity Omni FOF - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 16.48% | 22.74% |
| Sharp | 1.02% | 0.55% |
| Beta | 1.00% | - |
| Alpha | -6.54% | - |
Fund Managers
| Scheme Name | Franklin U.S. Opportunities Equity Active FOF - Regular - Growth | DSP World Mining Overseas Equity Omni FOF - 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 Mining Overseas Equity Omni FOF - Regular Plan - Growth |
Market Cap
| Scheme Name |
Franklin U.S. Opportunities Equity Active FOF - Regular - Growth |
DSP World Mining Overseas Equity Omni FOF - Regular Plan - Growth |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
Franklin U.S. Opportunities Equity Active FOF - Regular - Growth |
DSP World Mining Overseas Equity Omni FOF - Regular Plan - Growth |
|---|---|---|
| Others | 100 | 100 |
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