Franklin India Feeder - Franklin U.S. Opportunities Fund Direct Reinvestment Inc Dist cum Cap Wdrl

Franklin India Feeder - Franklin U.S. Opportunities Fund Direct Reinvestment Inc Dist cum Cap Wdrl is an equity fund. This fund was started on 2 January, 2013. The fund is managed by . The fund could potentially beat inflation in the long-run.

1. Franklin India Feeder - Franklin U.S. Opportunities Fund Direct Reinvestment Inc Dist cum Cap Wdrl has ₹3452 Cr worth of assets under management (AUM) as on Dec 1969 and is more than category average.
2. The fund has an expense ratio 0.6.
   

Franklin India Feeder - Franklin U.S. Opportunities Fund Direct Reinvestment Inc Dist cum Cap Wdrl has given a CAGR return of 16.87% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 11.07%, 21.09% and 14.14% respectively.

Franklin India Feeder - Franklin U.S. Opportunities Fund Direct Reinvestment Inc Dist cum Cap Wdrl has allocated its funds majorly in Cash Equivalent, Tech, Corporate, Communication, Health, Consumer Cyclical, Industrial, Financial Services, Basic Materials, Consumer Defensive, Real Estate. Its top holdings are Franklin US Opportunities I(acc)USD

As it is a global - other mutual fund the taxation is as follows:
For short term (less than a year) capital gains will be taxed at 20%
For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefit
Dividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.

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.

Minimum investment for lump sum payment is INR 5000.00 and for SIP is INR 500.00. Franklin India Feeder - Franklin U.S. Opportunities Fund Direct Reinvestment Inc Dist cum Cap Wdrl has no lock in period.