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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)	₹4520 Cr	₹3883 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	-3.52%	-3.28%
6 Month	9.13%	16.25%
1 Year	6.05%	21.78%
3 Year	22.66%	30.7%
5 Year	10%	-

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	-1.01%	6.69%
1 Year	9.77%	33.25%
3 Year	18.2%	29.36%
5 Year	13.63%	-

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	17.59%	21.62%
3 Year	13.77%	15.64%
5 Year	14.97%	-

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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