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) | ₹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 | 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 | -1.58% | 1.92% |
| 6 Month | 27.24% | 17.94% |
| 1 Year | 13.42% | 10.79% |
| 3 Year | 24.5% | 13.84% |
| 5 Year | 11.31% | - |
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 | 4.06% | 2.73% |
| 1 Year | 18.6% | 14.72% |
| 3 Year | 21.62% | 9.91% |
| 5 Year | 15.18% | - |
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 | 16.58% | 14.27% |
| Sharp | 1.10% | 0.50% |
| Beta | 0.99% | - |
| Alpha | -6.30% | - |
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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