Last NAV: 59.7243

FRANKLIN INDIA FEEDER FRANKLIN US OPPORTUNITIES FUND   -   Growth

INVESTMENT OBJECTIVE : The fund seeks to provide capital appreciation by investing predominantly in units of Franklin U.S. Opportunities Fund

Annualized Return Last 5 years Last 3 years Last 1 year Year To date Month to date
20.84% 24.85% 23.85% 34.14% 18.83% 0.53%
Sharpe Ratio Sortino Ratio Calmar Ratio Volatility Max drawdown Positive Months
1.09 1.40 0.77 19.18% -26.90% 68.10%
Riskometer
High
Investors understands that their principle will be at high risk

Key Specifications

Category Equity: International
AUM INR   3,918.76   Cr.
Inception Date 31/01/2012
Minimum Initial Investment INR   5000
Minimum Subsequent Investment INR   1000
Expense Ratio 1.56
Exit Load Exit load of 1% if redeemed within one year.

Year Jan Feb March April May June July Aug Sept Oct Nov Dec Total
2012 0.00 -0.14 6.89 2.15 -3.04 1.16 -1.52 3.38 -3.47 -1.95 3.92 1.34 8.53
2013 2.41 3.87 2.99 0.66 7.59 2.63 9.03 7.20 1.08 0.69 4.94 2.13 55.24
2014 0.16 4.24 -8.03 -2.25 0.92 5.60 -2.21 5.29 -0.39 2.06 3.43 0.07 8.37
2015 -2.11 6.66 1.08 1.12 2.66 -1.34 4.55 -3.65 -5.46 5.90 2.91 -3.05 8.76
2016 -6.56 -1.94 2.27 -0.01 3.39 -2.29 4.62 -0.04 0.68 -1.85 1.97 -0.52 -0.77
2017 5.06 2.27 -1.90 1.06 3.26 -0.86 2.79 1.05 1.69 2.99 1.22 -1.63 18.12
2018 7.63 1.19 -3.16 4.17 6.38 2.00 1.16 8.67 1.89 -8.43 -4.63 -8.69 6.49
2019 12.20 4.57 0.05 5.24 -5.09 5.25 0.78 2.67 -3.93 2.38 6.26 0.55 34.21
2020 4.17 -4.76 -7.25 15.61 9.30 4.79 6.40 4.77 -2.59 -2.05 8.96 2.85 45.22
2021 -2.29 1.56 -1.79 8.95 -3.91 11.55 2.01 1.82 0.53 0.00 0.00 0.00 18.83
all values are in %


Allocation Mandate

Equity Allocation Min: 95   Max: 100
Debt Allocation Min: 0   Max: 5
Commodity Allocation Min: 0   Max: 0
Money Market Min: 0   Max: 5

"For PRO features and benefits, Please login or write to us at ."

About Fund Managers:

Mayank Bukrediwala Franklin

  • Job Since 24/08/2020
  • About Mr. Bukrediwala has done PGDBM and Bachelor of Technology. Prior to joining Franklin Templeton Mutual Fund he has worked with Goldman Sachs.

Session Expiry Warning

Your session will expire in minutes. Do you want to extend the session?

Verification