Franklin India Feeder - Franklin U.S. Opportunities Fund - Growth

Fund of Funds-Overseas NAV 49.4990 0 29 September, 2023

It is an off-shore fund of Franklin Templeton mutual fund that was launched to provide the Indian investors an opportunity to invest in the US companies. The top performing mutual fund of Franklin Templeton is the best mutual fund investment for the investors who want to add geographical diversification in their portfolio. By investing in this international fund, an investor can achieve high profits from both the finance market, Indian as well as the US. Franklin India Feeder- Franklin US Opportunities Fund has given high returns over the past years. The fund manager, Mr. Srikesh Nair diversifies the assets across different market caps and sectors to provide long term capital appreciation to the investors which makes it one of the best mutual fund for SIP.

Fund Details

Category Fund of Funds-Overseas
Fund Type Open Ended
Investment Plan Growth
Launch Date 05 February, 2012
Benchmark Russell 3000 Growth
Asset Size(Cr) 3165.87108
Turn over 0.0%
Min Investment ₹ 5000
Min SIP Investment ₹ 500
Min Addl Investment ₹ 1000
Exit Load 1% for redemption within 365 days
Expense Ratio 1.52
Fund Manager Sandeep Manam
Fund House Franklin Templeton Mutual Fund

Investment Returns (As on 29 Sep, 2023)

Duration Returns Benchmark Category
1 W 2.86% 0.33% 0.58%
1 M 0.21% 1.68% -1.3%
3 M -0.81% 2.58% -3.11%
6 M 12.06% 5.48% 12.82%
1 Y -0.55% 7.16% 3.82%
2 Y -7.64% 5.04% -3.64%
3 Y 7.33% 5.69% 10.58%
5 Y 11.09% 8.07% 6.16%

Risk Mesasures (As on 29 Sep, 2023)

Std Dev Sharpe Beta Alpha
Fund 21.43 0.25 0 0
Benchmark 0 0 0 0
Returns Compare with Others
  • 1Y
  • 3Y
  • 5Y

Portfolio (As on 30 Jun, 2023)

Assets Allocation

Sector Holdings
Others 0.78%

Return Calculator

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Disclaimer: Above returns are calculated on the basis of historical NAV movement for the selected period. However, historical performance does not guarantee future returns. Investors must take investment decisions based on his/her own requirements.

Peer Comparison

Fund Name 1 Yr Rtn. 3 Yr Rtn. 5 Yr Rtn.
Franklin India Feeder - Franklin U.S. Opportunities Fund - Growth -0.55% 7.33% 11.09%

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Franklin India Feeder- Franklin US Opportunities Fund: Stay Limitless!

The US opportunity fund of Franklin mutual fund parks the investors’ money in units of Franklin U.S. Opportunities Fund which in turn invest in the leading US companies having strong fundamentals and stable growth rate. This investment strategy makes it fall into the category of Funds of Funds- Overseas. The overseas fund invest the corpus in the combination of large cap, mid cap , and small cap stocks. Also, the highly experienced fund manager can go underweight or overweight on the sectors to provide maximum returns to the investors by grabbing the opportunities prevailing in the US finance market.

This investment plan of Franklin Templeton Mutual Funds is suitable for the investors having a stomach which can digest high risk. The fund can also be a good pick if an investor wants to save himself from the market volatility of Indian finance market as the loss can be compensated by the foreign market.

Why to Invest in Franklin India Feeder- Franklin US Opportunities Fund?

Diversification of the Portfolio: This international fund is a good choice if you want to add the flavour of diversification to the portfolio. The off-shore fund can help you in diluting the risk associated with the Indian market condition. Also, the rupee-dollar valuations will add good numbers to your invested amount. Thus, it is one of the best SIP fund in India if you want to diversify your portfolio.

Cost Efficient: Investing in top companies of US directly will require lot of money whereas you can do the same through the US opportunity fund of Franklin Templeton Mutual Fund. Moreover, further adding the cost efficient element, the fund allows the investor to participate in the scheme with a minimum Lumpsum investment of Rs. 5000, and a minimum SIP investment of Rs. 500.

Foreign Exposure Under Supervision: Franklin India Feeder- Franklin US Opportunities Fund is a good way to provide international exposure to your portfolio under the guidance of an expert, i.e., Fund Manager. Therefore, the investors do not have to worry about the foreign country’s economics or need to track the market updates as the appointed fund manager will do the handful of task for you and park your money safely.

Past Performance: The international fund of Franklin Templeton has been a consistent performer from the past. The fund has given excellent gains to the investors ranging from 14% to 18%. In fact, in the year 2018 when many top performing mutual funds outperformed in the Indian finance market, this foreign fund proved to be saviour as it diluted the loss through its outperforming returns. Want to generate an enormous corpus? Online mutual fund investment in this scheme will surely help you in achieving your goals.

Investment Style: Franklin India Feeder- Franklin US Opportunities Fund follows growth style of investment and targets growth stocks of companies having good high growth potential. The scheme follows top-down and bottom-up approach to shortlist companies that can prove to be a profitable deal in the future. Also, Mr. Nair targets only the promising sectors of the US economy.

Top Holdings of Franklin India Feeder- Franklin US Opportunities Fund

As said above, this fund of funds diversify the accumulated AUM in the units of Franklin US Opportunities Fund that invest the money in the leading giants. Top holdings of this top ranked mutual fund has been listed below-

  1. Inc
  2. Microsoft Corp
  3. Mastercard Inc
  4. Visa Inc
  5. Alphabet Inc
  6. ServiceNow Inc
  7. Apple Inc
  8. SBA Communications Corp
  9. Adobe Inc
  10. Costar Group Inc

The list of top holdings of Franklin India Feeder- Franklin US Opportunities Fund clearly reflects that all the companies are the top performing having an exceptional track record. Therefore, an investor need not to worry about his hard earned money as they are planted safely.

Who Should Invest in Franklin India Feeder- Franklin US Opportunities Fund?

The international fund is a good pick for the investors who can take high risk in search of high returns in the foreign market. Moreover, the companies like Amazon, Alphabet, Microsoft have high growth rate than the Indian companies and therefore if an investor wants to grab the profit along with the remarkable growth of the company then he should surely include this fund of funds in the portfolio. Moreover, it is also one of the top recommended investment funds for the investors who themselves don’t get enough time to track the foreign market and want to leave the task of managing the fund on an expert.

About the Fund Manager

Mr. Srikesh Nair: He is the fund manager of Franklin India Feeder- Franklin US Opportunities Fund since May 2016. Mr. Nair holds 8 years of experience in the equity market and uses the same in delivering superior returns to the investors. Mr. Nair keeps himself well updated with the macro trends and implement the investment strategies accordingly. He holds a B.S. degree in Marine Engineering and a Post Graduate Diploma in Management. Among other schemes, he also manages Franklin India Feeder- Franklin European Growth Fund and Franklin Asian Equity Fund making him a master at handling international mutual funds.

By far, you must have learned all the basic information about Franklin India Feeder- Franklin US Opportunities Fund that makes it one of the best systematic investment plans in India. Therefore, without giving a second thought start investing in this US opportunity fund and add geographical diversification to your portfolio. Furthermore, you can also use the SIP Calculator to know the expected growth on your investment in the future.

Don’t let the country’s boundaries restrict you from achieving your financial goals- STAY LIMITLESS!

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