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) | ₹4520 Cr | ₹170 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 | 1.39% | 2.52% |
| 6 Month | 11.45% | 9.66% |
| 1 Year | 8.54% | 19.23% |
| 3 Year | 24.12% | 20.91% |
| 5 Year | 10.71% | 16.39% |
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 | 3.53% | 2.28% |
| 1 Year | 22.97% | 23.38% |
| 3 Year | 21.75% | 21.07% |
| 5 Year | 15.88% | 18.39% |
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 | 17.48% | 10.96% |
| 3 Year | 13.91% | 9.21% |
| 5 Year | 14.93% | 9.57% |
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 | 16.60% | 11.62% |
| Sharp | 0.95% | 1.18% |
| Beta | 1.00% | - |
| Alpha | -6.47% | - |
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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