Franklin U.S. Opportunities Equity Active FOF - Regular - Growth
Invesco India - Invesco Global Equity Income Fund of Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Franklin U.S. Opportunities Equity Active FOF - Regular - Growth | Invesco India - Invesco Global Equity Income Fund of Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Franklin U.S. Opportunities Equity Active FOF - Regular - Growth | Invesco India - Invesco Global Equity Income Fund of Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Average |
| Asset Size (Cr) | ₹4465 Cr | ₹209 Cr |
| Min Investment | ₹5000 | ₹1000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 13 Feb 2012 | 05 May 2014 |
| Category | International | International |
| Fund Type | Open Ended | Open Ended |
| Benchmark | Russell 3000 Growth | MSCI World Net Dividend |
| Turn Over | 0.0% | 29% |
| Expense Ratio | 1.53 | 1.4 |
| Manager | Sandeep Manam | Amit Nigam |
| ISIN Code | INF090I01EW1 | INF205K01B15 |
| 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 | Invesco India - Invesco Global Equity Income Fund of Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Franklin U.S. Opportunities Equity Active FOF - Regular - Growth | Invesco India - Invesco Global Equity Income Fund of Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 0.5% | 5.16% |
| 6 Month | 4.47% | 10.28% |
| 1 Year | 7.05% | 23.88% |
| 3 Year | 23.85% | 21.04% |
| 5 Year | 10.68% | 17.27% |
SIP Return Analysis
| Scheme Name | Franklin U.S. Opportunities Equity Active FOF - Regular - Growth | Invesco India - Invesco Global Equity Income Fund of Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.93% | 7.05% |
| 1 Year | 17.7% | 27.68% |
| 3 Year | 19.4% | 22.8% |
| 5 Year | 15.25% | 19.78% |
Rolling Lumpsum Returns
| Scheme Name | Franklin U.S. Opportunities Equity Active FOF - Regular - Growth | Invesco India - Invesco Global Equity Income Fund of Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 17.32% | 11.16% |
| 3 Year | 14.18% | 9.32% |
| 5 Year | 14.84% | 9.66% |
Risk Management
| Scheme Name | Franklin U.S. Opportunities Equity Active FOF - Regular - Growth | Invesco India - Invesco Global Equity Income Fund of Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 21.78% | 15.84% |
| Sharp | - | - |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | Franklin U.S. Opportunities Equity Active FOF - Regular - Growth | Invesco India - Invesco Global Equity Income Fund of Fund - Regular Plan - Growth |
|---|---|---|
| Name | Sandeep Manam | Amit Nigam |
| Total AUM | ₹74256 Cr | ₹14602 Cr |
| Funds Managed | 20 | 13 |
| Franklin U.S. Opportunities Equity Active FOF - Regular - Growth | Invesco India - Invesco Global Equity Income Fund of Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Franklin U.S. Opportunities Equity Active FOF - Regular - Growth |
Invesco India - Invesco Global Equity Income Fund of Fund - Regular Plan - Growth |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
Franklin U.S. Opportunities Equity Active FOF - Regular - Growth |
Invesco India - Invesco Global Equity Income Fund of Fund - Regular Plan - Growth |
|---|---|---|
| Others | 100 | 100 |
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