1. Advisorkhoj
  2. Franklin India Feeder - Franklin US Opportunities Fund - Direct - Growth

Franklin India Feeder - Franklin US Opportunities Fund - Direct - Growth

Category: Fund of Funds-Overseas
Launch Date: 02-01-2013
Asset Class: Equity
Benchmark: Russell 3000 Growth Index
Expense Ratio: 1.0% As on (31-05-2018)
Status: Open Ended Schemes(Other Scheme - FoF Overseas) for subscription
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 597.05 Cr As on (30-06-2018)
Turn over: 1.9%
NAV as on

(%)

CAGR Since Inception

%

PERFORMANCE of Franklin India Feeder - Franklin US Opportunities Fund - Direct - Growth

Scheme Performance (%)

Data as on - 17-07-2018

Yearly Performance (%)

Fund Managers

Mr. Srikesh Nair

Mr. Nair is a B.S. Marine Engineering from BITS Pilani and holds a Post Graduate Diploma in Management from Management Development Institute, Gurgaon. Prior to joining Franklin Templeton Asset Management (India) Pvt. Ltd. he has worked with Goldman Sachs Services Private Limited (Apr 2011 - May 2015) as an Analyst and Teekay Shipping (Oct 2007 - Apr 2008 ) as a Trainee Marine Engineer

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. The fund principally invests in small, medium and large capitalisation U.S. companies with strong growth potential across a wide range of sectors.

RETURNS CALCULATOR for Franklin India Feeder - Franklin US Opportunities Fund - Direct - Growth

Growth of 10000 In SIP (Fund vs Benchmark)

Amount :
Period :
Start :
End :

Growth of 10000 In LUMPSUM (Fund vs Benchmark)

Amount :
Start :

Rolling Returns

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.

Riskometer

riskometer

Key Performance and Risk Statistics of Franklin India Feeder - Franklin US Opportunities Fund - Direct - Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Franklin India Feeder - Franklin US Opportunities Fund - Direct - Growth 10.89 0.71 2.09 1.2 - -
Fund of Funds-Overseas

PEER COMPARISION of Franklin India Feeder - Franklin US Opportunities Fund - Direct - Growth

Period
Data as on - 17-07-2018
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)

PORTFOLIO ANALYSIS of Franklin India Feeder - Franklin US Opportunities Fund - Direct - Growth

Asset Allocation (%)

© 2016 Advisorkhoj - A Gamechanger Business Services (I) Pvt. Ltd. Brand - All Rights Reserved

Feedback