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

Fund House: Franklin Templeton Mutual Fund

Category: Fund of Funds-Overseas

Status: Open Ended Schemes

Launch Date: 05-02-2012

Minimum Investment: 5000.0

Asset Class: Equity

Minimum Topup: 1000.0

Benchmark: Russell 3000 Growth TRI

Total Assets: 4282.23 As on (29-08-2025)

Expense Ratio: 1.53% As on (31-08-2025)

Turn over: 81.00% | 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 06-10-2025

81.3105

0.1543

CAGR Since Inception

16.25%

Russell 3000 Growth TRI 12.35%

PERFORMANCE

Scheme Performance  (%) 1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Franklin U.S. Opportunities Equity Active Fund of Funds - Growth 15.82 23.75 12.2 15.14 16.25
Benchmark - - - - -
Fund of Funds-Overseas 27.06 23.9 13.6 10.8 12.49

Funds Manager

Sandeep Manam

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

Growth of 10000 In SIP (Fund vs Benchmark)

Amount

Period

Start

End

Growth of 10000 In LUMPSUM (Fund vs Benchmark)

Amount

Start

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

Portfolio Holdings

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Sector Allocation

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

Scheme Name Inception Date 1 Year Rtn (%) 2 Year Rtn (%) 3 Year Rtn (%) 5 Year Rtn (%) 10 Year Rtn (%)
Franklin US Opportunities Equity Active FOF Gr 05-02-2012 15.82 26.96 23.75 12.2 15.14
DSP World Gold Mining Overseas Equity Omni FoF Reg Plan Gr 14-09-2007 106.62 76.39 48.99 17.36 17.78
Mirae Asset NYSE FANG and ETF FOF Reg Gr 10-05-2021 79.08 64.42 61.16 0.0 0.0
Invesco India Invesco Global Consumer Trends FOF Gr 05-12-2020 65.06 43.37 29.53 0.0 0.0
Mirae Asset S&P 500 Top 50 ETF FOF Reg Gr 22-09-2021 56.33 45.87 37.85 0.0 0.0
Motilal Oswal Nasdaq 100 FOF Reg Gr 05-11-2018 52.25 43.24 40.04 23.93 0.0
Nippon India Taiwan Equity Fund Reg Gr 06-12-2021 46.17 35.46 36.3 0.0 0.0
Mirae Asset Global X Artificial Intelligence & Technology ETF FOF Reg Gr 29-09-2022 43.24 40.58 39.82 0.0 0.0
ICICI Pru Strategic Metal and Energy Equity FOF Gr 28-01-2022 42.15 30.58 19.58 0.0 0.0
Edelweiss US Technology Equity FOF Reg Gr 05-03-2020 41.99 39.34 35.33 18.12 0.0

Asset Allocation (%)

Key Performance and Risk Statistics of Franklin U.S. Opportunities Equity Active Fund of Funds - Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Franklin U.S. Opportunities Equity Active Fund of Funds - Growth 21.78 0.19 - - - -
Fund of Funds-Overseas - - - - - -