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

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Sundaram Global Brand Theme - Equity Active FOF Regular 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	Sundaram Global Brand Theme - Equity Active FOF Regular Growth
Fund	Franklin U.S. Opportunities Equity Active FOF - Regular - Growth	Sundaram Global Brand Theme - Equity Active FOF Regular Growth
Investment Plan	Growth	Growth
Level of Risk	Average	Average
Asset Size (Cr)	₹4282 Cr	₹139 Cr
Min Investment	₹5000	₹100
Min SIP Invesment	₹500	₹100
Min Addl Investment	₹1000	₹100
Launch Date	13 Feb 2012	22 Aug 2007
Category	International	International
Fund Type	Open Ended	Open Ended
Benchmark	Russell 3000 Growth	BSE India Bond Index
Turn Over	0.0%	25%
Expense Ratio	1.53	2.31
Manager	Sandeep Manam	Rohit Seksaria
ISIN Code	INF090I01EW1	INF903J01EX1
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	Sundaram Global Brand Fund - 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	Sundaram Global Brand Theme - Equity Active FOF Regular Growth
1 Month	-1.54%	4.16%
6 Month	20.1%	24.91%
1 Year	11.21%	23.48%
3 Year	24.67%	23.62%
5 Year	10.84%	13.71%

SIP Return Analysis

Scheme Name	Franklin U.S. Opportunities Equity Active FOF - Regular - Growth	Sundaram Global Brand Theme - Equity Active FOF Regular Growth
6 Month	4.87%	10.05%
1 Year	16.67%	30.73%
3 Year	21.41%	20.26%
5 Year	14.98%	15.42%

Rolling Lumpsum Returns

Scheme Name	Franklin U.S. Opportunities Equity Active FOF - Regular - Growth	Sundaram Global Brand Theme - Equity Active FOF Regular Growth
1 Year	17.86%	10.89%
3 Year	13.4%	7.89%
5 Year	15.06%	6.59%

Risk Management

Scheme Name	Franklin U.S. Opportunities Equity Active FOF - Regular - Growth	Sundaram Global Brand Theme - Equity Active FOF Regular Growth
Standard Deviation	16.58%	12.96%
Sharp	1.10%	1.23%
Beta	0.99%	-
Alpha	-6.30%	-

Fund Managers

Scheme Name	Franklin U.S. Opportunities Equity Active FOF - Regular - Growth	Sundaram Global Brand Theme - Equity Active FOF Regular Growth
Name	Sandeep Manam	Rohit Seksaria
Total AUM	₹74256 Cr	₹0 Cr
Funds Managed	20	15
	Franklin U.S. Opportunities Equity Active FOF - Regular - Growth	Sundaram Global Brand Theme - Equity Active FOF Regular Growth

Market Cap

Scheme Name	Franklin U.S. Opportunities Equity Active FOF - Regular - Growth	Sundaram Global Brand Theme - Equity Active FOF Regular Growth
Others	100	100

Sector Allocation

Scheme Name	Franklin U.S. Opportunities Equity Active FOF - Regular - Growth	Sundaram Global Brand Theme - Equity Active FOF Regular Growth
Others	100	100

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