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

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HSBC Global Equity Climate Change Fund of Fund - Regular - 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 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)	₹4520 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	1.39%	1.29%
6 Month	11.45%	6.13%
1 Year	8.54%	9.05%
3 Year	24.12%	8.19%
5 Year	10.71%	-

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	3.53%	1.62%
1 Year	22.97%	16.41%
3 Year	21.75%	10.46%
5 Year	15.88%	-

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	17.48%	4.65%
3 Year	13.91%	0.64%
5 Year	14.93%	-

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	16.60%	13.71%
Sharp	0.95%	0.22%
Beta	1.00%	-
Alpha	-6.47%	-

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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