SBI International Access vs Franklin India Feeder compare
Franklin U.S. Opportunities Equity Active FOF - Regular - Growth
SBI US Specific Equity Active FoF - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Franklin U.S. Opportunities Equity Active FOF - Regular - Growth | SBI US Specific Equity Active FoF - Regular Plan - Growth |
---|---|---|
Fund | Franklin U.S. Opportunities Equity Active FOF - Regular - Growth | SBI US Specific Equity Active FoF - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Average | Average |
Asset Size (Cr) | ₹4282 Cr | ₹1060 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 13 Feb 2012 | 22 Mar 2021 |
Category | International | International |
Fund Type | Open Ended | Open Ended |
Benchmark | Russell 3000 Growth | BSE 500 |
Turn Over | 0.0% | 37% |
Expense Ratio | 1.53 | 1.6 |
Manager | Sandeep Manam | Pradeep Kesavan |
ISIN Code | INF090I01EW1 | INF200KA1T96 |
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 | SBI International Access - US Equity FOF - 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 | SBI US Specific Equity Active FoF - Regular Plan - Growth |
---|---|---|
1 Month | 2% | 2.98% |
6 Month | 18.64% | 25.49% |
1 Year | 18.15% | 22.74% |
3 Year | 20.26% | 23.99% |
5 Year | 12.84% | - |
SIP Return Analysis
Scheme Name | Franklin U.S. Opportunities Equity Active FOF - Regular - Growth | SBI US Specific Equity Active FoF - Regular Plan - Growth |
---|---|---|
6 Month | 12.07% | 14.67% |
1 Year | 24.03% | 33.49% |
3 Year | 24.36% | 25.59% |
5 Year | 16.15% | - |
Rolling Lumpsum Returns
Scheme Name | Franklin U.S. Opportunities Equity Active FOF - Regular - Growth | SBI US Specific Equity Active FoF - Regular Plan - Growth |
---|---|---|
1 Year | 17.84% | 12.93% |
3 Year | 13.15% | 12.74% |
5 Year | 15.16% | - |
Risk Management
Scheme Name | Franklin U.S. Opportunities Equity Active FOF - Regular - Growth | SBI US Specific Equity Active FoF - Regular Plan - Growth |
---|---|---|
Standard Deviation | 17.77% | 16.32% |
Sharp | 0.80% | 0.89% |
Beta | 1.01% | 1.08% |
Alpha | -6.43% | -2.76% |
Fund Managers
Scheme Name | Franklin U.S. Opportunities Equity Active FOF - Regular - Growth | SBI US Specific Equity Active FoF - Regular Plan - Growth |
---|---|---|
Name | Sandeep Manam | Pradeep Kesavan |
Total AUM | ₹74256 Cr | ₹434274 Cr |
Funds Managed | 20 | 43 |
Franklin U.S. Opportunities Equity Active FOF - Regular - Growth | SBI US Specific Equity Active FoF - Regular Plan - Growth |
Market Cap
Scheme Name |
Franklin U.S. Opportunities Equity Active FOF - Regular - Growth |
SBI US Specific Equity Active FoF - Regular Plan - Growth |
---|---|---|
Others | 100 | 100 |
Sector Allocation
Scheme Name |
Franklin U.S. Opportunities Equity Active FOF - Regular - Growth |
SBI US Specific Equity Active FoF - Regular Plan - Growth |
---|---|---|
Others | 100 | 100 |
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