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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)	₹4460 Cr	₹52 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	5.54%	6.06%
6 Month	10%	6.69%
1 Year	10.84%	14.08%
3 Year	25.38%	9.68%
5 Year	10.13%	-

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	2.44%	1.44%
1 Year	18.32%	12.49%
3 Year	19.66%	9.49%
5 Year	15.06%	-

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	17.43%	4.65%
3 Year	13.96%	0.64%
5 Year	14.9%	-

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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