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

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tortoise-icon DSP US Specific Equity Omni FOF - Regular Plan - Growth

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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 DSP US Specific Equity Omni FOF - Regular Plan - Growth
Fund Franklin U.S. Opportunities Equity Active FOF - Regular - Growth DSP US Specific Equity Omni FOF - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Average Average
Asset Size (Cr) ₹4520 Cr ₹1089 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 13 Feb 2012 03 Aug 2012
Category International International
Fund Type Open Ended Open Ended
Benchmark Russell 3000 Growth Russell 1000 TRI
Turn Over 0.0% 20%
Expense Ratio 1.53 2.34
Manager Sandeep Manam Laukik Bagwe
ISIN Code INF090I01EW1 INF740K01LP6
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 US Specific Equity Omni FOF - Regular Plan - Growth
1 Month 1.04% 2.15%
6 Month 10.15% 26.54%
1 Year 8.03% 30.72%
3 Year 23.22% 23.29%
5 Year 10.77% 17.67%

SIP Return Analysis

Scheme Name Franklin U.S. Opportunities Equity Active FOF - Regular - Growth DSP US Specific Equity Omni FOF - Regular Plan - Growth
6 Month 2.88% 10.26%
1 Year 19.56% 49.88%
3 Year 20.42% 27.36%
5 Year 15.34% 20.53%

Rolling Lumpsum Returns

Scheme Name Franklin U.S. Opportunities Equity Active FOF - Regular - Growth DSP US Specific Equity Omni FOF - Regular Plan - Growth
1 Year 17.48% 14.91%
3 Year 13.91% 13.37%
5 Year 14.93% 14.54%

Risk Management

Scheme Name Franklin U.S. Opportunities Equity Active FOF - Regular - Growth DSP US Specific Equity Omni FOF - Regular Plan - Growth
Standard Deviation 16.60% 14.66%
Sharp 0.95% 1.04%
Beta 1.00% 0.97%
Alpha -6.47% -0.41%

Fund Managers

Scheme Name Franklin U.S. Opportunities Equity Active FOF - Regular - Growth DSP US Specific Equity Omni FOF - Regular Plan - Growth
Name Sandeep Manam Laukik Bagwe
Total AUM ₹74256 Cr ₹12579 Cr
Funds Managed 20 10
Franklin U.S. Opportunities Equity Active FOF - Regular - Growth DSP US Specific Equity Omni FOF - Regular Plan - Growth

Market Cap

Scheme Name

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

DSP US Specific Equity Omni FOF - Regular Plan - Growth

Others 100 100

Sector Allocation

Scheme Name

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

DSP US Specific Equity Omni FOF - Regular Plan - Growth

Others 100 100

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