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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	3.37%	4.41%
6 Month	20.97%	9.1%
1 Year	19.81%	14.93%
3 Year	20.86%	12.68%
5 Year	12.93%	15.55%

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	12.07%	8.21%
1 Year	24.03%	15.33%
3 Year	24.36%	14.24%
5 Year	16.15%	12.52%

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	17.84%	8.92%
3 Year	13.15%	9.67%
5 Year	15.16%	11.34%

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	17.77%	13.93%
Sharp	0.80%	0.47%
Beta	1.01%	0.80%
Alpha	-6.43%	-6.02%

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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