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

(Erstwhile Franklin India Feeder - Franklin U.S. Opportunities Fund - Growth)
Fund House: Franklin Templeton Mutual Fund
Category: Fund of Funds-Overseas
Launch Date: 05-02-2012
Asset Class: Equity
Benchmark: Russell 3000 Growth TRI
TER: 1.53% As on (31-05-2025)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 3,511.12 Cr As on 30-04-2025(Source:AMFI)
Turn over: - | Exit Load: For each purchase of units – 1% if Units are redeemed/switched out within one year from the date of allotment
NAV as on 18-06-2025

73.5125

-0.11 (-0.1488%)

CAGR Since Inception

15.77%

Benchmark: 11.84%

PERFORMANCE

Returns Type:
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End : 
Period:  
This Scheme
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vs
S&P 500 (INR)
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Gold
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PPF
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Returns Type:
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  Period:  

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Period:  

RETURNS ANALYSIS

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Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
3 Years 0 Months
8 Years 3 Months
8 Years 10 Months
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

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.

Current Asset Allocation (%)

Indicators

Standard Deviation 21.78
Sharpe Ratio 0.19
Alpha -
Beta -
Yield to Maturity -
Average Maturity -

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 8.43 20.92 22.93 11.85 13.3
DSP World Gold Fund of Fund - Regular Plan - Growth 14-09-2007 70.47 34.43 26.38 12.39 12.0
Mirae Asset NYSE FANG and ETF Fund of Fund Regular Growth 10-05-2021 41.56 45.41 52.29 - -
Invesco India - Invesco Global Consumer Trends Fund of Fund - Growth 05-12-2020 31.49 20.46 18.26 - -
ICICI Prudential Strategic Metal and Energy Equity Fund of Fund - Growth 28-01-2022 29.38 18.56 15.75 - -
Edelweiss Europe Dynamic Equity Offshore Fund - Growth Option - Regular Plan 31-01-2014 24.83 19.86 22.06 15.71 8.62
Mirae Asset S&P 500 Top 50 ETF Fund of Fund Regular Growth 22-09-2021 22.58 29.48 28.86 - -
Invesco India - Invesco Global Equity Income Fund of Fund - Regular Plan - Growth 05-05-2014 20.49 20.69 23.63 18.05 10.59
Mirae Asset Global X Artificial Intelligence & Technology ETF Fund of Fund - Regular Plan - Growth 29-09-2022 20.15 24.51 - - -
Edelweiss Asean Equity Off-shore Fund - Regular Plan - Growth Option 01-07-2011 18.26 8.42 9.19 7.85 5.89

Scheme Characteristics

Minimum investment in the underlying fund - 95% of total assets.

Riskometer

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PORTFOLIO

Market Cap Distribution

Others

99.06%

Scheme Documents

May 2025

Monthly Portfolio Disclosure - May 2025

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