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

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tortoise-icon Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Franklin U.S. Opportunities Equity Active FOF - Regular - Growth Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option
Fund Franklin U.S. Opportunities Equity Active FOF - Regular - Growth Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Average Very High
Asset Size (Cr) ₹4520 Cr ₹188 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 13 Feb 2012 07 Aug 2013
Category International International
Fund Type Open Ended Open Ended
Benchmark Russell 3000 Growth BSE India Bond Index
Turn Over 0.0% 18%
Expense Ratio 1.53 2.33
Manager Sandeep Manam Bhavesh Jain
ISIN Code INF090I01EW1 INF843K01ED9
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 Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Franklin U.S. Opportunities Equity Active FOF - Regular - Growth Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option
1 Month 1.04% 3.66%
6 Month 10.15% 16.86%
1 Year 8.03% 13.1%
3 Year 23.22% 13.18%
5 Year 10.77% 14.38%

SIP Return Analysis

Scheme Name Franklin U.S. Opportunities Equity Active FOF - Regular - Growth Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option
6 Month 2.88% 7.77%
1 Year 19.56% 25.98%
3 Year 20.42% 16.73%
5 Year 15.34% 13.74%

Rolling Lumpsum Returns

Scheme Name Franklin U.S. Opportunities Equity Active FOF - Regular - Growth Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option
1 Year 17.48% 9.09%
3 Year 13.91% 9.86%
5 Year 14.93% 11.45%

Risk Management

Scheme Name Franklin U.S. Opportunities Equity Active FOF - Regular - Growth Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option
Standard Deviation 16.60% 12.48%
Sharp 0.95% 0.46%
Beta 1.00% 0.76%
Alpha -6.47% -6.50%

Fund Managers

Scheme Name Franklin U.S. Opportunities Equity Active FOF - Regular - Growth Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option
Name Sandeep Manam Bhavesh Jain
Total AUM ₹74256 Cr ₹0 Cr
Funds Managed 20 22
Franklin U.S. Opportunities Equity Active FOF - Regular - Growth Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

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

Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option

Others 100 100

Sector Allocation

Scheme Name

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

Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option

Others 100 100

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