Franklin U.S. Opportunities Equity Active Fund Of Funds - Direct - IDCW
Expense Ratio: 0.63
Risk: Very High
Other Scheme - FoF Overseas
Plan: Direct
Benchmark: Russell 3000 Growth Index
Inception: 17-01-2012
Exit Load: Nil
Fund Size:₹4,519.27 Cr
Performance
1Y
Fund9.79%
Cat. Avg.19.38%
2Y
Fund10.90%
Cat. Avg.21.40%
3Y
Fund20.22%
Cat. Avg.23.91%
5Y
Fund8.70%
Cat. Avg.12.28%
10Y
Fund16.62%
Cat. Avg.12.57%
SI
Fund16.82%
Cat. Avg.13.25%
Fund Facts
No available Data
Taxation
Any Holding Period (STCG & LTCG):As per Income Slab Rate
*Tax rates as per Finance Act 2024. Surcharge & cess may apply.
Allocation
Visualizing Fund's Exposure
Asset Class
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Market Cap
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Top Sectors
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Asset Class
Market Cap
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Top Sectors
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Portfolio Holdings
Detailed breakdown of instruments.
Instrument | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | Franklin U.S. Opportunities Fund, Class I (Acc) | 5836.05 | 95.98% |
| 2 | Call, Cash & Other Assets | 244.63 | 4.02% |
Similar Funds
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Nov, 25 | 60000 | 61349 | +2.2% | +4.7% |
| 2Y | 07 Nov, 24 | 1.20 L. | 1.33 L. | +10.8% | +10.8% |
| 3Y | 07 Nov, 23 | 1.80 L. | 2.18 L. | +21.3% | +13.5% |
| 5Y | 08 Nov, 21 | 3 L. | 4.45 L. | +48.4% | +16.1% |
| 10Y | 07 Nov, 16 | 6 L. | 13.40 L. | +123.3% | +15.5% |
| SI | 07 Jan, 13 | 8.30 L. | 26.22 L. | +215.9% | +15.4% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 16 Oct, 25 | 1 L. | 1.10 L. | +9.8% | +9.8% |
| 2Y | 16 Oct, 24 | 1 L. | 1.23 L. | +23.0% | +10.9% |
| 3Y | 16 Oct, 23 | 1 L. | 1.74 L. | +73.8% | +20.2% |
| 5Y | 18 Oct, 21 | 1 L. | 1.49 L. | +49.2% | +8.3% |
| 10Y | 17 Oct, 16 | 1 L. | 4.67 L. | +366.8% | +16.7% |
| SI | 02 Jan, 13 | 1 L. | 8.54 L. | +754.1% | +16.8% |
SIP Calculator
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Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Profit
₹14.80LSIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0
Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%
Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.