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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)	₹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	-0.6%	-2.82%
6 Month	19.3%	12.62%
1 Year	15.62%	9.31%
3 Year	26.15%	11.79%
5 Year	10.88%	-

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

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