Franklin U.S. Opportunities Equity Active FOF - Regular - Growth
Edelweiss US Technology Equity Fund of Fund- Regular Plan- Growth
Chart Comparison
Overview
| Scheme Name | Franklin U.S. Opportunities Equity Active FOF - Regular - Growth | Edelweiss US Technology Equity Fund of Fund- Regular Plan- Growth |
|---|---|---|
| Fund | Franklin U.S. Opportunities Equity Active FOF - Regular - Growth | Edelweiss US Technology Equity Fund of Fund- Regular Plan- Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹4437 Cr | ₹3598 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 13 Feb 2012 | 05 Mar 2020 |
| Category | Gold | Gold |
| Fund Type | Open Ended | Open Ended |
| Benchmark | Russell 3000 Growth | Russel 1000 Equal Weighted Technology |
| Turn Over | 0.0% | 18% |
| Expense Ratio | 1.53 | 2.35 |
| Manager | Sandeep Manam | Bhavesh Jain |
| ISIN Code | INF090I01EW1 | INF754K01LC5 |
| 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 Technology Equity FOF - 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 Technology Equity Fund of Fund- Regular Plan- Growth |
|---|---|---|
| 1 Month | -0.6% | 2.48% |
| 6 Month | 19.3% | 40.32% |
| 1 Year | 15.62% | 42.34% |
| 3 Year | 26.15% | 40.59% |
| 5 Year | 10.88% | 17.74% |
SIP Return Analysis
| Scheme Name | Franklin U.S. Opportunities Equity Active FOF - Regular - Growth | Edelweiss US Technology Equity Fund of Fund- Regular Plan- Growth |
|---|---|---|
| 6 Month | 6.56% | 12.3% |
| 1 Year | 24.86% | 44.5% |
| 3 Year | 23.82% | 35.31% |
| 5 Year | 16.45% | 23.64% |
Rolling Lumpsum Returns
| Scheme Name | Franklin U.S. Opportunities Equity Active FOF - Regular - Growth | Edelweiss US Technology Equity Fund of Fund- Regular Plan- Growth |
|---|---|---|
| 1 Year | 17.86% | 29.08% |
| 3 Year | 13.4% | 9.54% |
| 5 Year | 15.06% | 17.6% |
Risk Management
| Scheme Name | Franklin U.S. Opportunities Equity Active FOF - Regular - Growth | Edelweiss US Technology Equity Fund of Fund- Regular Plan- Growth |
|---|---|---|
| Standard Deviation | 16.48% | 24.79% |
| Sharp | 1.02% | 1.19% |
| Beta | 1.00% | - |
| Alpha | -6.54% | - |
Fund Managers
| Scheme Name | Franklin U.S. Opportunities Equity Active FOF - Regular - Growth | Edelweiss US Technology Equity Fund of Fund- Regular Plan- Growth |
|---|---|---|
| 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 Technology Equity Fund of Fund- Regular Plan- Growth |
Market Cap
| Scheme Name |
Franklin U.S. Opportunities Equity Active FOF - Regular - Growth |
Edelweiss US Technology Equity Fund of Fund- Regular Plan- Growth |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
Franklin U.S. Opportunities Equity Active FOF - Regular - Growth |
Edelweiss US Technology Equity Fund of Fund- Regular Plan- Growth |
|---|---|---|
| Others | 100 | 100 |
Top Comparisons
Bandhan Large & Mid Cap Fund - Regular Plan - Growth
3Y Returns23.08%
INVESCO INDIA LARGE & MID CAP FUND - Growth
3Y Returns24.04%
Tata ELSS Fund - Regular Plan - Growth Option
3Y Returns14.91%
DSP ELSS Tax Saver Fund - Regular Plan - Growth
3Y Returns19.1%
SBI Consumption Opportunities Fund - Regular - Growth
3Y Returns13.76%
UTI India Consumer Fund - Regular Plan - Growth Option
3Y Returns13.41%
UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
3Y Returns15.47%
UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
3Y Returns17.03%