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

Category: Fund of Funds-Overseas
Launch Date: 06-02-2012
Asset Class: Equity
Benchmark: S&P BSE India Bond Index
Expense Ratio: 1.58% As on (31-08-2019)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 961.42 Cr As on (30-09-2019)
Turn over: 2.65%
NAV as on 22-10-2019

31.4341

-0.44 (-1.3889%)

CAGR Since Inception

15.46%

S&P BSE India Bond Index 9.53%

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

Scheme Performance (%)

Data as on - 22-10-2019

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 U.S. Opportunities Fund - Growth

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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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 U.S. Opportunities Fund - Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Franklin India Feeder - Franklin U.S. Opportunities Fund - Growth 10.9 0.62 1.21 1.2 - -
Fund of Funds-Overseas - - - - - -

PEER COMPARISION of Franklin India Feeder - Franklin U.S. Opportunities Fund - Growth

Period
Data as on - 22-10-2019
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Franklin India Feeder - Franklin U.S. Opportunities Fund - Growth 06-02-2012 4.01 14.4 15.24 12.6 0.0
Edelweiss Greater China Equity Off-shore Fund - Regular Plan - Growth Option 26-08-2009 21.9 6.04 12.97 10.98 10.88
DSP World Gold Fund - Regular Plan - Growth 14-09-2007 21.55 4.4 0.6 4.86 -1.13
Kotak World Gold Fund - Standard Plan - Growth Option 06-06-2008 18.8 4.32 -1.18 0.0 0.0
Aditya Birla Sun Life Global Real Estate Fund - Retail Plan - Regular Plan - Growth Option 31-12-2007 11.65 9.43 6.21 5.37 8.64
Edelweiss Emerging Markets Opportunities Equity Offshore Fund - Regular Plan - Growth Option 07-07-2014 5.78 3.93 10.35 6.09 0.0
Kotak Global Emerging Market Fund - Growth 26-09-2007 5.75 1.22 5.3 2.95 6.06
HSBC Brazil Fund-Growth 06-05-2011 4.54 4.72 6.33 0.53 0.0
PGIM India Global Equity Opportunities Fund - Growth 14-05-2010 4.21 10.99 12.45 4.41 0.0
HSBC Global Consumer Opportunities Fund - Growth 23-02-2015 3.34 5.95 11.41 0.0 0.0

PORTFOLIO ANALYSIS of Franklin India Feeder - Franklin U.S. Opportunities Fund - Growth

Asset Allocation (%)