Franklin U.S. Opportunities Equity Active FOF - Regular - Growth
HSBC Global Equity Climate Change Fund of Fund - Regular - Growth
Chart Comparison
Overview
Scheme Name | Franklin U.S. Opportunities Equity Active FOF - Regular - Growth | HSBC Global Equity Climate Change Fund of Fund - Regular - Growth |
---|---|---|
Fund | Franklin U.S. Opportunities Equity Active FOF - Regular - Growth | HSBC Global Equity Climate Change Fund of Fund - Regular - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Average | Very High |
Asset Size (Cr) | ₹4282 Cr | ₹53 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹1000 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 13 Feb 2012 | 17 Mar 2021 |
Category | International | International |
Fund Type | Open Ended | Open Ended |
Benchmark | Russell 3000 Growth | BSE India Bond Index |
Turn Over | 0.0% | 70% |
Expense Ratio | 1.53 | 2.09 |
Manager | Sandeep Manam | Kapil Punjabi |
ISIN Code | INF090I01EW1 | INF336L01PY4 |
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 Global Equity Climate Change Fund of Fund - Regular Plan - 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 Global Equity Climate Change Fund of Fund - Regular - Growth |
---|---|---|
1 Month | 2.64% | -0.53% |
6 Month | 21.82% | 13.87% |
1 Year | 17.91% | 7.05% |
3 Year | 23.45% | 10.75% |
5 Year | 12.44% | - |
SIP Return Analysis
Scheme Name | Franklin U.S. Opportunities Equity Active FOF - Regular - Growth | HSBC Global Equity Climate Change Fund of Fund - Regular - Growth |
---|---|---|
6 Month | 12.07% | 6.06% |
1 Year | 24.03% | 16.15% |
3 Year | 24.36% | 10.52% |
5 Year | 16.15% | - |
Rolling Lumpsum Returns
Scheme Name | Franklin U.S. Opportunities Equity Active FOF - Regular - Growth | HSBC Global Equity Climate Change Fund of Fund - Regular - Growth |
---|---|---|
1 Year | 17.84% | 4.05% |
3 Year | 13.15% | 0.1% |
5 Year | 15.16% | - |
Risk Management
Scheme Name | Franklin U.S. Opportunities Equity Active FOF - Regular - Growth | HSBC Global Equity Climate Change Fund of Fund - Regular - Growth |
---|---|---|
Standard Deviation | 17.77% | 15.28% |
Sharp | 0.80% | 0.26% |
Beta | 1.01% | - |
Alpha | -6.43% | - |
Fund Managers
Scheme Name | Franklin U.S. Opportunities Equity Active FOF - Regular - Growth | HSBC Global Equity Climate Change Fund of Fund - Regular - Growth |
---|---|---|
Name | Sandeep Manam | Kapil Punjabi |
Total AUM | ₹74256 Cr | ₹23996 Cr |
Funds Managed | 20 | 9 |
Franklin U.S. Opportunities Equity Active FOF - Regular - Growth | HSBC Global Equity Climate Change Fund of Fund - Regular - Growth |
Market Cap
Scheme Name |
Franklin U.S. Opportunities Equity Active FOF - Regular - Growth |
HSBC Global Equity Climate Change Fund of Fund - Regular - Growth |
---|---|---|
Others | 100 | 100 |
Sector Allocation
Scheme Name |
Franklin U.S. Opportunities Equity Active FOF - Regular - Growth |
HSBC Global Equity Climate Change Fund of Fund - Regular - Growth |
---|---|---|
Others | 100 | 100 |
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