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

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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)	₹4465 Cr	₹192 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	1.03%	4.75%
6 Month	6.54%	15.27%
1 Year	8.52%	15.42%
3 Year	23.75%	14.24%
5 Year	10.76%	15.24%

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	1.93%	9.8%
1 Year	17.7%	32.73%
3 Year	19.4%	18.87%
5 Year	15.25%	15.04%

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	17.32%	9.2%
3 Year	14.18%	9.97%
5 Year	14.84%	11.5%

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	21.78%	13.21%
Sharp	-	-
Beta	-	-
Alpha	-	-

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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