Last NAV: 49.2269

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
17.65% 18.64% 21.74% 0.26% -16.92% -16.92%
Sharpe Ratio Sortino Ratio Calmar Ratio Volatility Max drawdown Positive Months
0.91 1.18 0.66 19.35% -26.90% 65.83%
Riskometer
High
Investors understands that their principle will be at high risk

Key Specifications

Category Equity: International
AUM INR   4,167.20   Cr.
Inception Date 31/01/2012
Minimum Initial Investment INR   5000
Minimum Subsequent Investment INR   1000
Expense Ratio 1.54
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 -3.92 7.62 -1.05 -2.53 17.89
2022 -16.92 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 -16.92
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

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About Fund Managers:

Sandeep Manam Franklin

  • Job Since 18/10/2021
  • About Mr. Manam is a PGDM (IIM-Ahmedabad) B.Tech (Electronics & Communication Engg.)- National Institute of Technology Calicut Prior to joining Franklin Templeton Asset Management (India) Pvt. Ltd. he has worked with Cognizant Technology Solutions Shapoorji Pallonji & Company Private Limited.

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