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

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SBI US Specific Equity Active 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	SBI US Specific Equity Active FoF - Regular Plan - Growth
Fund	Franklin U.S. Opportunities Equity Active FOF - Regular - Growth	SBI US Specific Equity Active FoF - Regular Plan - Growth
Investment Plan	Growth	Growth
Level of Risk	Average	Average
Asset Size (Cr)	₹4520 Cr	₹1091 Cr
Min Investment	₹5000	₹5000
Min SIP Invesment	₹500	₹500
Min Addl Investment	₹1000	₹1000
Launch Date	13 Feb 2012	22 Mar 2021
Category	International	International
Fund Type	Open Ended	Open Ended
Benchmark	Russell 3000 Growth	BSE 500
Turn Over	0.0%	37%
Expense Ratio	1.53	1.6
Manager	Sandeep Manam	Pradeep Kesavan
ISIN Code	INF090I01EW1	INF200KA1T96
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	SBI International Access - US Equity FOF - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name	Franklin U.S. Opportunities Equity Active FOF - Regular - Growth	SBI US Specific Equity Active FoF - Regular Plan - Growth
1 Month	-1.21%	3.69%
6 Month	11.85%	24.1%
1 Year	9.05%	23.33%
3 Year	23.18%	24.25%
5 Year	10.75%	-

SIP Return Analysis

Scheme Name	Franklin U.S. Opportunities Equity Active FOF - Regular - Growth	SBI US Specific Equity Active FoF - Regular Plan - Growth
6 Month	2.26%	8.49%
1 Year	18.82%	40.9%
3 Year	21.31%	27.11%
5 Year	15.39%	-

Rolling Lumpsum Returns

Scheme Name	Franklin U.S. Opportunities Equity Active FOF - Regular - Growth	SBI US Specific Equity Active FoF - Regular Plan - Growth
1 Year	17.48%	14.25%
3 Year	13.91%	12.97%
5 Year	14.93%	-

Risk Management

Scheme Name	Franklin U.S. Opportunities Equity Active FOF - Regular - Growth	SBI US Specific Equity Active FoF - Regular Plan - Growth
Standard Deviation	16.48%	14.75%
Sharp	1.02%	1.17%
Beta	1.00%	1.09%
Alpha	-6.54%	-1.51%

Fund Managers

Scheme Name	Franklin U.S. Opportunities Equity Active FOF - Regular - Growth	SBI US Specific Equity Active FoF - Regular Plan - Growth
Name	Sandeep Manam	Pradeep Kesavan
Total AUM	₹74256 Cr	₹434274 Cr
Funds Managed	20	43
	Franklin U.S. Opportunities Equity Active FOF - Regular - Growth	SBI US Specific Equity Active FoF - Regular Plan - Growth

Market Cap

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

Sector Allocation

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

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