Franklin U.S. Opportunities Equity Active FOF - Regular - Growth
SBI US Specific Equity Active FoF - Regular Plan - Growth
Chart Comparison
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) | ₹4465 Cr | ₹1097 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 | 0.67% | 4.46% |
| 6 Month | 7.19% | 18.6% |
| 1 Year | 6.77% | 25.89% |
| 3 Year | 24.26% | 26.01% |
| 5 Year | 10.08% | - |
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 | 3.46% | 10.91% |
| 1 Year | 19.83% | 47% |
| 3 Year | 19.55% | 28.53% |
| 5 Year | 15.42% | - |
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 | 17.32% | 16.41% |
| 3 Year | 14.18% | 13.45% |
| 5 Year | 14.84% | - |
Risk Management
| Scheme Name | Franklin U.S. Opportunities Equity Active FOF - Regular - Growth | SBI US Specific Equity Active FoF - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 21.78% | 17.83% |
| Sharp | - | - |
| Beta | - | - |
| Alpha | - | - |
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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