Franklin U.S. Opportunities Equity Active FOF - Regular - Growth
Invesco India - Invesco Pan European Equity Fund of Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Franklin U.S. Opportunities Equity Active FOF - Regular - Growth | Invesco India - Invesco Pan European Equity Fund of Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Franklin U.S. Opportunities Equity Active FOF - Regular - Growth | Invesco India - Invesco Pan European Equity Fund of Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Average |
| Asset Size (Cr) | ₹4460 Cr | ₹105 Cr |
| Min Investment | ₹5000 | ₹1000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 13 Feb 2012 | 30 Jan 2014 |
| Category | International | International |
| Fund Type | Open Ended | Open Ended |
| Benchmark | Russell 3000 Growth | MSCI Europe |
| Turn Over | 0.0% | 55% |
| Expense Ratio | 1.53 | 0.95 |
| Manager | Sandeep Manam | Amit Nigam |
| ISIN Code | INF090I01EW1 | INF205K01ZZ9 |
| 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 | Invesco India - Invesco Pan European Equity 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 | Invesco India - Invesco Pan European Equity Fund of Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 3.39% | 7.3% |
| 6 Month | 9.23% | 15.3% |
| 1 Year | 11.22% | 41.56% |
| 3 Year | 24.85% | 17.54% |
| 5 Year | 9.83% | 13.71% |
SIP Return Analysis
| Scheme Name | Franklin U.S. Opportunities Equity Active FOF - Regular - Growth | Invesco India - Invesco Pan European Equity Fund of Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 2.44% | 9.07% |
| 1 Year | 18.32% | 36.33% |
| 3 Year | 19.66% | 19.56% |
| 5 Year | 15.06% | 16.2% |
Rolling Lumpsum Returns
| Scheme Name | Franklin U.S. Opportunities Equity Active FOF - Regular - Growth | Invesco India - Invesco Pan European Equity Fund of Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 17.43% | 6.33% |
| 3 Year | 13.96% | 5.7% |
| 5 Year | 14.9% | 6.05% |
Risk Management
| Scheme Name | Franklin U.S. Opportunities Equity Active FOF - Regular - Growth | Invesco India - Invesco Pan European Equity Fund of Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 16.60% | 12.54% |
| Sharp | 0.95% | 0.80% |
| Beta | 1.00% | - |
| Alpha | -6.47% | - |
Fund Managers
| Scheme Name | Franklin U.S. Opportunities Equity Active FOF - Regular - Growth | Invesco India - Invesco Pan European Equity Fund of Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Sandeep Manam | Amit Nigam |
| Total AUM | ₹74256 Cr | ₹14602 Cr |
| Funds Managed | 20 | 13 |
| Franklin U.S. Opportunities Equity Active FOF - Regular - Growth | Invesco India - Invesco Pan European Equity Fund of Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Franklin U.S. Opportunities Equity Active FOF - Regular - Growth |
Invesco India - Invesco Pan European Equity Fund of Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
Franklin U.S. Opportunities Equity Active FOF - Regular - Growth |
Invesco India - Invesco Pan European Equity Fund of Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 100 |
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