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 | Very High |
Asset Size (Cr) | ₹4282 Cr | ₹134 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 | -0.62% | -1.66% |
6 Month | 25.36% | 21.48% |
1 Year | 10.86% | 18.09% |
3 Year | 26.42% | 27.29% |
5 Year | 10.91% | 18.53% |
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 | 4.87% | 5.93% |
1 Year | 16.67% | 28.1% |
3 Year | 21.41% | 22.97% |
5 Year | 14.98% | 19.08% |
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 | 17.86% | 10.62% |
3 Year | 13.4% | 9.09% |
5 Year | 15.06% | 9.46% |
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 | 16.58% | 12.57% |
Sharp | 1.10% | 1.55% |
Beta | 0.99% | - |
Alpha | -6.30% | - |
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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