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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)	₹4282 Cr	₹178 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	-1.54%	0.67%
6 Month	20.1%	21.1%
1 Year	11.21%	9.4%
3 Year	24.67%	14.48%
5 Year	10.84%	14.78%

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	4.87%	5.66%
1 Year	16.67%	14.56%
3 Year	21.41%	13.73%
5 Year	14.98%	12.13%

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	17.86%	9.08%
3 Year	13.4%	9.77%
5 Year	15.06%	11.4%

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	16.58%	13.44%
Sharp	1.10%	0.65%
Beta	0.99%	0.81%
Alpha	-6.30%	-6.98%

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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