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

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Kotak US Specific Equity Passive FOF - 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	Kotak US Specific Equity Passive FOF - Regular Plan - Growth
Fund	Franklin U.S. Opportunities Equity Active FOF - Regular - Growth	Kotak US Specific Equity Passive FOF - Regular Plan - Growth
Investment Plan	Growth	Growth
Level of Risk	Average	Average
Asset Size (Cr)	₹4437 Cr	₹3717 Cr
Min Investment	₹5000	₹100
Min SIP Invesment	₹500	₹100
Min Addl Investment	₹1000	₹100
Launch Date	13 Feb 2012	02 Feb 2021
Category	Gold	Gold
Fund Type	Open Ended	Open Ended
Benchmark	Russell 3000 Growth	BSE India Bond Index
Turn Over	0.0%	1%
Expense Ratio	1.53	0.61
Manager	Sandeep Manam	Abhishek Bisen
ISIN Code	INF090I01EW1	INF174KA1FR5
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	Data not available./365

Trailing Lumpsum Returns

Scheme Name	Franklin U.S. Opportunities Equity Active FOF - Regular - Growth	Kotak US Specific Equity Passive FOF - Regular Plan - Growth
1 Month	-2.68%	0.57%
6 Month	18.92%	32.62%
1 Year	9.26%	27.62%
3 Year	25.29%	35.39%
5 Year	10.17%	-

SIP Return Analysis

Scheme Name	Franklin U.S. Opportunities Equity Active FOF - Regular - Growth	Kotak US Specific Equity Passive FOF - Regular Plan - Growth
6 Month	6.56%	14.34%
1 Year	24.86%	49.39%
3 Year	23.82%	34.28%
5 Year	16.45%	-

Rolling Lumpsum Returns

Scheme Name	Franklin U.S. Opportunities Equity Active FOF - Regular - Growth	Kotak US Specific Equity Passive FOF - Regular Plan - Growth
1 Year	17.86%	21.62%
3 Year	13.4%	15.64%
5 Year	15.06%	-

Risk Management

Scheme Name	Franklin U.S. Opportunities Equity Active FOF - Regular - Growth	Kotak US Specific Equity Passive FOF - Regular Plan - Growth
Standard Deviation	16.48%	17.00%
Sharp	1.02%	1.45%
Beta	1.00%	-
Alpha	-6.54%	-

Fund Managers

Scheme Name	Franklin U.S. Opportunities Equity Active FOF - Regular - Growth	Kotak US Specific Equity Passive FOF - Regular Plan - Growth
Name	Sandeep Manam	Abhishek Bisen
Total AUM	₹74256 Cr	₹0 Cr
Funds Managed	20	33
	Franklin U.S. Opportunities Equity Active FOF - Regular - Growth	Kotak US Specific Equity Passive FOF - Regular Plan - Growth

Market Cap

Scheme Name	Franklin U.S. Opportunities Equity Active FOF - Regular - Growth	Kotak US Specific Equity Passive FOF - Regular Plan - Growth
Others	100	100

Sector Allocation

Scheme Name	Franklin U.S. Opportunities Equity Active FOF - Regular - Growth	Kotak US Specific Equity Passive FOF - Regular Plan - Growth
Others	100	100

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