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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)	₹4520 Cr	₹145 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	-1.21%	0.96%
6 Month	11.85%	18.48%
1 Year	9.05%	23.67%
3 Year	23.18%	20.35%
5 Year	10.75%	12.8%

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	2.26%	6.55%
1 Year	18.82%	27.45%
3 Year	21.31%	19.76%
5 Year	15.39%	15.55%

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	17.48%	11.02%
3 Year	13.91%	7.94%
5 Year	14.93%	6.72%

Risk Management

Scheme Name	Franklin U.S. Opportunities Equity Active FOF - Regular - Growth	Sundaram Global Brand Theme - Equity Active FOF Regular Growth
Standard Deviation	16.48%	15.74%
Sharp	1.02%	0.15%
Beta	1.00%	-
Alpha	-6.54%	-

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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