Overview (as on 04 Aug 2021)

NAV

₹63.7777

1y returns

30.433%

Fund AUM

₹3,610 Cr

Expense Ratio

0.5%

Min SIP

₹500

Min Lumpsum

₹5,000

Fund Performance

Calculator

Monthly SIP
Lumpsum

I would like to invest

 
For Time Period
5 years
Total investment
₹0

Asset Allocation

Sector Allocation
Tech
28.48%
Health
16.97%
Financial Services
16.10%
Consumer
14.70%
Communication
8.98%
Real Estate
4.71%
Industrials
4.70%
Defensive
3.45%
Basic Materials
1.47%
Utilities
0.45%
Size Breakup
Large Cap
74.48%
Mid Cap
23.12%
Small Cap
2.40%

Key Metrics

Beta 

1.02

Std deviation 

17.01%

Sharpe Ratio 

1.05

Holdings

  • Holding Name

    Type

    Holding Percentage

    INDProtect

  • Franklin US Opportunities I(acc)USD

    Equity

    99.88%

  • Call, Cash & Other Assets

    Cash

    0.12%

Fund Details

Investment Objectives
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.
Scheme Name
Franklin India Feeder - Franklin U.S. Opportunities Fund - Direct - Growth
Scheme Document
Exit Load

For 0 - 1 Years: 1%

After 1 Years : 0%

Plan Started
02 January, 2013
Fund Manager
Pyari Menon
Fund House Details
Fund House
Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Email
service@templeton.com
Phone
+912266490622/66490627
Address
Franklin Templeton Asset Management (India) Private Limited,Indiabulls Finance Centre; Tower 2, 12th and 13th Floor,Senapati Bapat Marg;,Elphinstone Road (W)

Other Related Plans

Peer Funds

Franklin India Feeder - Franklin U.S. Opportuni...

NAV

₹63.7777

INDmoney Analysis

    success

    Fund is in Top 20 percent in its Category

    Return score is based upon:

    Benchmark out performance
    Consistency of returns
    Performance efficiency
    error

    Fund is in Bottom 50 percent in its Category

    Risk score is based upon:

    Return volatility
    Risk management
    Market sensitivity

Fund Managers

Pyari Menon
Pyari Menon

leader

Work Experience
"null"
Mayank Bukrediwala
Mayank Bukrediwala

leader

Work Experience
"null"

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