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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)	₹4465 Cr	₹3770 Cr
Min Investment	₹5000	₹100
Min SIP Invesment	₹500	₹100
Min Addl Investment	₹1000	₹100
Launch Date	13 Feb 2012	02 Feb 2021
Category	International	International
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	0.67%	2.47%
6 Month	7.19%	17.22%
1 Year	6.77%	22.78%
3 Year	24.26%	35.29%
5 Year	10.08%	-

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	3.46%	7.23%
1 Year	19.83%	39.33%
3 Year	19.55%	29.54%
5 Year	15.42%	-

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	17.32%	24.7%
3 Year	14.18%	16.54%
5 Year	14.84%	-

Risk Management

Scheme Name	Franklin U.S. Opportunities Equity Active FOF - Regular - Growth	Kotak US Specific Equity Passive FOF - Regular Plan - Growth
Standard Deviation	21.78%	20.12%
Sharp	-	-
Beta	-	-
Alpha	-	-

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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