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

  • Regular
  • Direct
Category : Fund of Funds
  • NAV
    : ₹ 31.0222 -0.46%
    (as on 18th April, 2019)
Crisil Rank

Not Ranked

Rank not available for the fund
Risk-O-Meter
High
(Min ₹500 for SIP, ₹5000 for one time investment)
This Scheme
VS
  • Nifty 50
  • NA
  • NA
  • Gold
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Returns (NAV as on 18th April, 2019)

Period Invested for ₹10000 Invested on Latest Value Absolute Returns Annualised Returns Category Avg Rank within Category
1 Week 11-Apr-19 10065.80 0.66% - 0.01% 7/71
1 Month 18-Mar-19 10411.04 4.11% - 1.58% 7/71
3 Month 18-Jan-19 10913.70 9.14% - 3.60% 2/70
6 Month 17-Oct-18 10000.58 0.01% - 2.15% 41/69
YTD 01-Apr-19 10127.58 1.28% - 1.18% 18/71
1 Year 18-Apr-18 11496.13 14.96% 14.96% 3.10% 2/68
2 Year 18-Apr-17 14533.84 45.34% 20.56% 6.83% 1/68
3 Year 18-Apr-16 15629.65 56.30% 16.05% 7.59% 1/65
5 Year 17-Apr-14 18771.64 87.72% 13.41% 5.84% 1/56
10 Year - - - - 9.30% -/-
Since Inception 06-Feb-12 31022.20 210.22% 17.03% - -/-

SIP Returns (NAV as on 18th Apr,2019)

Period Invested for ₹1000 SIP Started on Investments Latest Value Absolute Returns Annualised Returns
1 year 18-Apr-18 12000 12814.46 6.79 % 12.82 %
2 years 18-Apr-17 24000 28483.65 18.68 % 17.43 %
3 years 18-Apr-16 36000 46604.41 29.46 % 17.52 %
5 years 18-Apr-14 60000 85631.88 42.72 % 14.20 %
 

Tax Treatment

If sold after 3 years from purchase date, long term capital gain tax will be applicable. Current tax rate is the lower of (a) 10% of profit or (b) 20% of profit adjusted after indexation benefits. Any cess/surcharge is not included.|If sold before 3 years from purchase date, short term capital gain tax will be applicable. Any profit will be clubbed with your income and taxed at your effective tax rate.

Portfolio (Updated on 31st Mar,2019)

Name Type of Instrument Weight (%)
MF Units MF Units 99.84%
Net Receivables Net Receivables 0.16%

Risk Ratios

Ratios calculated on daily returns for last 3 years (Updated as on 31st March, 2019)

  • Standard Deviation

    High volatility
    14.39vs9.66
    Category Avg
  • Sharpe Ratio

    Better risk adjusted returns
    0.67vs0.23
    Category Avg
  • Treynor's Ratio

    Better risk adjusted returns
    0.78vs0.57
    Category Avg

Alternative Funds (Category Peers)

Scheme Name
Crisil Rank
Asset Size (Cr)
1M
3M
6M
1Y
3Y
DHFL Pramerica Global Equity Opportunities Fund - Growth NA 13.77 3.22 8.78 2.99 20.34 12.04
DSP US Flexible Equity Fund - Regular Plan - Growth NA 215.77 3.00 7.75 -3.62 12.82 13.65
Kotak US Equity Fund - Growth NA 8.62 3.56 7.67 -3.58 11.18 11.78
ICICI Prudential Global Stable Equity Fund - Growth NA 90.41 1.95 4.32 -3.43 9.91 6.04
ICICI Prudential Asset Allocator Fund - Growth NA 314.66 0.91 2.61 5.05 9.84 12.26
Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth NA 39.71 1.96 5.79 -3.05 9.47 9.52
Aditya Birla Sun Life Global Real Estate Fund - Growth NA 16.29 -0.12 1.52 0.91 9.27 1.58
Franklin India Dynamic PE Ratio Fund of Funds - Growth NA 960.66 0.99 3.33 6.74 8.21 10.02
ICICI Prudential Passive Strategy Fund - Growth NA 43.85 2.67 5.56 9.70 8.04 12.47
IDFC All Seasons Bond Fund - Regular Plan - Growth NA 143.24 0.32 2.34 5.12 7.54 7.04

More Funds from Franklin Templeton Mutual Fund

Out of 63 mutual fund schemes offered by this AMC, 1 is/are ranked 5 * , 5 is/are ranked 4 * , 14 is/are ranked 3 * , 3 is/are ranked 2 * , 3 is/are ranked 1 * , and 37 schemes are not ranked. See more about AMC

Scheme Name
Crisil Rank
Asset Size (Cr)
1M
3M
6M
1Y
3Y
Franklin India Ultra Short Bond Fund - Super Institutional - Growth 3 16724.24 0.79 2.33 5.28 9.21 8.90
Franklin India Short Term Income Plan - Growth 3 12865.99 0.33 1.77 5.50 8.46 9.11
Franklin India Equity Fund - Growth 3 11892.53 2.25 6.38 10.47 4.85 11.03
Franklin India Focused Equity Fund - Growth 3 8207.75 3.14 8.63 18.09 9.45 14.14
Franklin India Bluechip Fund - Growth 3 8009.27 2.33 6.40 9.91 6.71 10.54
Franklin India Smaller Companies Fund - Growth 3 7535.71 1.34 4.10 6.87 -9.54 10.83
Franklin India Credit Risk Fund - Growth 4 7302.86 0.08 1.30 5.00 7.78 8.67
Franklin India Prima Fund - Growth 4 7116.32 1.67 5.12 10.56 -1.70 12.74
Franklin India Liquid Fund - Super Institutional Plan - Growth 3 7053.79 0.67 1.85 3.84 7.63 7.20
Franklin India Low Duration Fund - Growth 2 6924.16 0.53 2.10 4.98 8.53 8.88

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