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) | ₹4223 Cr | ₹56 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 | 2.06% | 0.13% |
6 Month | 7.73% | 10.35% |
1 Year | 17.11% | 7.81% |
3 Year | 20.37% | 8.5% |
5 Year | 11.06% | - |
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 | 11.25% | 8.17% |
1 Year | 20.01% | 16.93% |
3 Year | 23.59% | 10.99% |
5 Year | 15.42% | - |
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 | 18.06% | 15.62% |
Sharp | 0.70% | 0.14% |
Beta | 1.01% | - |
Alpha | -5.72% | - |
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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