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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)	₹4223 Cr	₹3528 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	3.37%	2.4%
6 Month	20.97%	24.88%
1 Year	19.81%	34.66%
3 Year	20.86%	27.99%
5 Year	12.93%	-

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	12.07%	14.17%
1 Year	24.03%	34.48%
3 Year	24.36%	30.63%
5 Year	16.15%	-

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	17.84%	20.12%
3 Year	13.15%	15.35%
5 Year	15.16%	-

Risk Management

Scheme Name	Franklin U.S. Opportunities Equity Active FOF - Regular - Growth	Kotak US Specific Equity Passive FOF - Regular Plan - Growth
Standard Deviation	17.77%	17.56%
Sharp	0.80%	1.11%
Beta	1.01%	-
Alpha	-6.43%	-

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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