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Franklin U.S. Opportunities Equity Active Fund of Funds - Growth
★★★★★ monitor_heart Health Score: 76/100 · GoodFranklin Templeton Mutual Fund · Other · FoF Overseas
₹89.67
AUM: ₹5,938 Cr
NAV updated 21 days ago
Plan
—
Option
Growth
Risk
Very High
Expense Ratio
0.54%
Exit Load
Exit load of 1% if redeemed within one year.
Fund Manager
Srikesh Nair
Inception
Jan 2013
Benchmark
Russell 3000 Growth Total Return Index
Sharpe Ratio
0.75
Std Dev (1Y)
19.01%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
-2.82%
3m
+18.64%
6m
+13.66%
1y
+22.64%
3y
+22.7%
5y
+10.58%
10y
+17.76%
since inception
+16.32%
rate_review TopFund's Take on Franklin U.S. Opportunities Equity Active Fund of Funds - Growth
Franklin U.S. Opportunities Equity Active Fund of Funds - Growth holds up reasonably well within the FoF Overseas category, currently carrying a 2-star rating. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 76/100.
Cost: At 0.54%, the expense ratio is meaningfully cheaper — about 10% below the FoF Overseas category average of 0.6% (based on 147 comparable funds). Lower costs compound in your favour over long holding periods.
Risk-adjusted performance: Over the trailing 1-year period, the fund shows a moderate Sharpe ratio of 0.75 — decent risk-adjusted performance, without being exceptional. Separately, annualised volatility of 19.01% is fairly typical for actively managed equity funds.
Who should invest: This fund is best suited to investors whose goals and risk appetite align with a Other fund. Given the Very High risk rating, this fund is not suited to short-term goals or investors who may need to exit within 2-3 years.
This is an automated, data-driven analysis based on the fund's own metrics and its category peers — not personalized investment advice. Consult a SEBI-registered advisor before investing.
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info Fund Snapshot
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Frequently Asked Questions about Franklin U.S. Opportunities Equity Active Fund of Funds - Growth
The current NAV (Net Asset Value) of Franklin U.S. Opportunities Equity Active Fund of Funds - Growth is ₹89.67. NAV is updated every business day after market close by AMFI.
1Y: 22.64% · 3Y CAGR: 22.7% · 5Y CAGR: 10.58%
The expense ratio is 0.54% per annum — the annual fee deducted from your investment to cover fund management costs.
Franklin U.S. Opportunities Equity Active Fund of Funds - Growth is managed by Srikesh Nair at Franklin Templeton Mutual Fund.
Franklin U.S. Opportunities Equity Active Fund of Funds - Growth is a Very High risk fund. Suitable for aggressive investors with a 5+ year horizon.
Franklin U.S. Opportunities Equity Active Fund of Funds - Growth is a FoF Overseas fund. SIP suitability depends on your investment goal and risk profile.
The Assets Under Management (AUM) of Franklin U.S. Opportunities Equity Active Fund of Funds - Growth is ₹5,939 crore as of the latest data.
* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.