Link copied to clipboard!

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

Invest Now

HSBC Global Equity Climate Change Fund of Fund - Regular - Growth

Invest Now

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 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)	₹4437 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	Gold	Gold
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	-2.68%	-3.9%
6 Month	18.92%	10.33%
1 Year	9.26%	6.34%
3 Year	25.29%	10.72%
5 Year	10.17%	-

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	6.56%	4.78%
1 Year	24.86%	21.03%
3 Year	23.82%	11.95%
5 Year	16.45%	-

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	17.86%	4.65%
3 Year	13.4%	0.64%
5 Year	15.06%	-

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	16.48%	13.95%
Sharp	1.02%	0.37%
Beta	1.00%	-
Alpha	-6.54%	-

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

Top Comparisons

KOTAK NIFTY AAA BOND JUN 2025 HTM INDEX FUND REGULAR PLAN GROWTH

3Y Returns0%

VS

NIPPON INDIA QUARTERLY INTERVAL FUND SERIES II IDCW PLAN REINVESTMENT

3Y Returns6.92%

Compare Now

ICICI Prudential Large & Mid Cap Fund - Growth

3Y Returns20.85%

VS

Motilal Oswal Large and Midcap Fund - Regular Plan Growth

3Y Returns26.1%

Compare Now

Nippon India Medium Duration Fund - Growth Option

3Y Returns8.52%

VS

UTI Medium Duration Fund - Regular Plan - Growth Option

3Y Returns7.15%

Compare Now

Nippon India Medium Duration Fund - Growth Option

3Y Returns8.52%

VS

Axis Strategic Bond Fund - Regular Plan - Growth Option

3Y Returns8.21%

Compare Now

Popup Image

Register for Exclusive Access!

OR

Add to Cart Successfully