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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)	₹4520 Cr	₹75 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	1.76%	0.49%
6 Month	7.7%	18.79%
1 Year	6.39%	33.64%
3 Year	23.6%	18.25%
5 Year	9.61%	9.87%

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	2.88%	8.09%
1 Year	19.56%	46.99%
3 Year	20.42%	25.37%
5 Year	15.34%	16.43%

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	17.43%	9.58%
3 Year	13.96%	8.41%
5 Year	14.9%	7.81%

Risk Management

Scheme Name	Franklin U.S. Opportunities Equity Active FOF - Regular - Growth	HSBC Asia Pacific (Ex Japan) Dividend Yield Fund - Growth
Standard Deviation	16.60%	11.70%
Sharp	0.95%	0.94%
Beta	1.00%	-
Alpha	-6.47%	-

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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