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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	-2.56%	1.7%
6 Month	10.3%	23.77%
1 Year	6.37%	25.11%
3 Year	22.43%	32.98%
5 Year	10.25%	-

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	1.87%	9.61%
1 Year	17.33%	41.08%
3 Year	20.57%	31.51%
5 Year	14.82%	-

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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