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

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HSBC Asia Pacific (Ex Japan) Dividend Yield Fund - 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	HSBC Asia Pacific (Ex Japan) Dividend Yield Fund - Growth
Fund	Franklin U.S. Opportunities Equity Active FOF - Regular - Growth	HSBC Asia Pacific (Ex Japan) Dividend Yield Fund - Growth
Investment Plan	Growth	Dividend
Level of Risk	Average	Very High
Asset Size (Cr)	₹4282 Cr	₹20 Cr
Min Investment	₹5000	₹5000
Min SIP Invesment	₹500	₹1000
Min Addl Investment	₹1000	₹1000
Launch Date	13 Feb 2012	24 Feb 2014
Category	International	International
Fund Type	Open Ended	Open Ended
Benchmark	Russell 3000 Growth	BSE India Bond Index
Turn Over	0.0%	28%
Expense Ratio	1.53	2.03
Manager	Sandeep Manam	Sonal Gupta
ISIN Code	INF090I01EW1	INF336L01HC7
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	HSBC Asia Pacific (Ex Japan) Dividend Yield 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	HSBC Asia Pacific (Ex Japan) Dividend Yield Fund - Growth
1 Month	3.37%	6.2%
6 Month	20.97%	24.52%
1 Year	19.81%	32.67%
3 Year	20.86%	17.41%
5 Year	12.93%	11.58%

SIP Return Analysis

Scheme Name	Franklin U.S. Opportunities Equity Active FOF - Regular - Growth	HSBC Asia Pacific (Ex Japan) Dividend Yield Fund - Growth
6 Month	12.07%	16.4%
1 Year	24.03%	45.17%
3 Year	24.36%	23.5%
5 Year	16.15%	14.56%

Rolling Lumpsum Returns

Scheme Name	Franklin U.S. Opportunities Equity Active FOF - Regular - Growth	HSBC Asia Pacific (Ex Japan) Dividend Yield Fund - Growth
1 Year	17.84%	8.95%
3 Year	13.15%	8.14%
5 Year	15.16%	7.66%

Risk Management

Scheme Name	Franklin U.S. Opportunities Equity Active FOF - Regular - Growth	HSBC Asia Pacific (Ex Japan) Dividend Yield Fund - Growth
Standard Deviation	17.77%	15.55%
Sharp	0.80%	0.57%
Beta	1.01%	-
Alpha	-6.43%	-

Fund Managers

Scheme Name	Franklin U.S. Opportunities Equity Active FOF - Regular - Growth	HSBC Asia Pacific (Ex Japan) Dividend Yield Fund - Growth
Name	Sandeep Manam	Sonal Gupta
Total AUM	₹74256 Cr	₹48923 Cr
Funds Managed	20	15
	Franklin U.S. Opportunities Equity Active FOF - Regular - Growth	HSBC Asia Pacific (Ex Japan) Dividend Yield Fund - Growth

Market Cap

Scheme Name	Franklin U.S. Opportunities Equity Active FOF - Regular - Growth	HSBC Asia Pacific (Ex Japan) Dividend Yield Fund - Growth
Others	100	100

Sector Allocation

Scheme Name	Franklin U.S. Opportunities Equity Active FOF - Regular - Growth	HSBC Asia Pacific (Ex Japan) Dividend Yield Fund - Growth
Others	100	100

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