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tortoise-icon Franklin U.S. Opportunities Equity Active FOF - Regular - Growth

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tortoise-icon Invesco India - Invesco Global Equity Income Fund of Fund - Regular Plan - Growth

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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 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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