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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)	₹4437 Cr	₹57 Cr
Min Investment	₹5000	₹5000
Min SIP Invesment	₹500	₹1000
Min Addl Investment	₹1000	₹1000
Launch Date	13 Feb 2012	24 Feb 2014
Category	Domestic Equity FoF	Domestic Equity FoF
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	1.23%	2.54%
6 Month	25.06%	32.94%
1 Year	18.89%	29.32%
3 Year	24.44%	24.23%
5 Year	12.87%	12.73%

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	5.31%	12.2%
1 Year	20.48%	48.96%
3 Year	22.55%	24.68%
5 Year	15.71%	15.83%

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	17.86%	9.23%
3 Year	13.4%	8.24%
5 Year	15.06%	7.73%

Risk Management

Scheme Name	Franklin U.S. Opportunities Equity Active FOF - Regular - Growth	HSBC Asia Pacific (Ex Japan) Dividend Yield Fund - Growth
Standard Deviation	16.48%	14.21%
Sharp	1.02%	1.14%
Beta	1.00%	-
Alpha	-6.54%	-

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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