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Franklin U.S. Opportunities Equity Active Fund of Funds - Growth

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NAV
₹ 75.3574 ₹ 0.3 (0.4 %)
as on 27-06-2025
Asset Size (AUM)
3,833.69 Cr
Launch Date
Feb 05, 2012
Investment Objective
The Fund seeks to provide capital appreciation by investing predominantly in units of Franklin U. S. Opportunities Fund, an overseas Franklin Templeton mutual fund, which primarily invests in securities in the United States of America.
Minimum Investment 5000.0
Minimum Top-up 1000.0
Investment Returns Since Launch in Feb 05, 2012
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15.96

%
3 M
6 M
1 Y
3 Y
10 Y
Inception
Sharp Ratio
0.19 %
Expense Ratio
1.53%
Volatility
21.78 %
Fund House
Franklin Templeton Mutual Fund
Fund Manager
Sandeep Manam
Key Features
Scheme description
This fund has higher ups and downs compared to other equity funds but can give much higher returns. Investment in this fund can be made for a horizon of at least 7 years or more
Minimum Purchase Application Amount
Rs. 5000.0 (plus in multiples of Rs. 1000.0)

Entry Load
Not applicable
Exit Load
For each purchase of units – 1% if Units are redeemed/switched out within one year from the date of allotment
Indicative Investment Horizon
5 Years and above
Asset Allocation
Fund's historical return comparison with other asset classes
Asset allocation Not Available
Fund Performance
Fund's historical return comparison with other asset classes
Created with Highcharts 4.1.4FundFD
Fund₹ 11107
FD₹ 10600
Performance

Scheme Performance (%)

Data as on - 27-06-2025
Created with Highcharts 4.1.4ReturnsFranklin U.S. Opportunities Equity Active Fund of Funds - GrowthS&P 500 (INR)Fund of Funds-OverseasYTD1 Month3 Month6 Month1 Year3 Years5 Years10 YearsSince Launch-100102030

Yearly Performance (%)

Created with Highcharts 4.1.4ValuesFranklin U.S. Opportunities Equity Active Fund of Funds - GrowthS&P 500 (INR)Fund of Funds-Overseas2016201720182019202020212022202320242025-40-200204060
Investment Returns Calculator
Amount InvestedFund ValueProfitReturns
Fund120,000128,1958,19515.28
Benchmark0000.00
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
Peer Comparison
Scheme Name Inception Date 1 Year Return % 2 Year Return % 3 Year Return % 5 Year Return % 10 Year Return %
Franklin U.S. Opportunities Equity Active Fund of Funds - Growth 05-02-2012 11.07 22.7 20.77 12.72 13.68
DSP World Gold Fund of Fund - Regular Plan - Growth 14-09-2007 57.54 33.74 25.11 9.86 11.84
Mirae Asset NYSE FANG and ETF Fund of Fund Regular Growth 10-05-2021 47.39 49.21 49.22 0.0 0.0
Invesco India - Invesco Global Consumer Trends Fund of Fund - Growth 05-12-2020 37.8 24.6 16.66 0.0 0.0
Edelweiss Europe Dynamic Equity Offshore Fund - Growth Option - Regular Plan 31-01-2014 28.45 22.44 22.39 16.51 8.53
Portfolio Analysis
Portfolio as on
Sector Allocation
Sector Allocation (%)
Portfolio Holdings
Company Allocation (%)
Sector Allocation
Portfolio Holdings