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 | International | International |
| 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 | 2.54% | 0.48% |
| 6 Month | 26.28% | 40.05% |
| 1 Year | 15.94% | 31.39% |
| 3 Year | 24.85% | 17.64% |
| 5 Year | 12.73% | 17.82% |
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 | 6.11% | 22.15% |
| 1 Year | 20.54% | 71.44% |
| 3 Year | 23.05% | 23.12% |
| 5 Year | 15.84% | 15.84% |
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 | 17.86% | 3.82% |
| 3 Year | 13.4% | 5.36% |
| 5 Year | 15.06% | 5.87% |
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 | 16.58% | 22.87% |
| Sharp | 1.10% | 0.62% |
| Beta | 0.99% | - |
| Alpha | -6.30% | - |
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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