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Franklin U.S. Opportunities Equity Active Fund of Funds - IDCW
★★★★★ TopFund est.
TopFund Score (fallback rating)
- Calculated by: TopFund — used only when no third-party rating exists for this fund
- Formula: 3-year trailing return percentile within category, adjusted ±1 star for expense ratio
- Refresh frequency: Whenever TopFund re-syncs this fund's data
- Limitations: A simplified 2-factor estimate, not equivalent to a rating agency's full analysis
TopFund Score: 85/100 · Excellent
How this score is calculated
- Star rating (35%)4/5
- 3Y CAGR (30%)21.48%
- Expense ratio (20%)0.92%
- AUM (15%)₹9,344 Cr
Not investment advice — an analytical read of public fund data. Methodology →
Franklin Templeton Mutual Fund · Equity · Thematic
₹297.66
AUM: ₹9,344 Cr
NAV updated 25 days ago
Plan
Direct
Option
Idcw
Risk
Very High
Expense Ratio
0.92%
Exit Load
Exit load of 1% if redeemed within 1 year
Fund Manager
R Janakiraman, Srikesh Nair, Hari Shyamsunder
Inception
Jan 2013
Benchmark
NIFTY 500 Total Return Index
Sharpe Ratio
0.07
Std Dev (1Y)
20.53%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
+2.27%
3m
+8.51%
6m
+5.71%
1y
+5.9%
3y
+21.48%
5y
+19.16%
10y
+16.77%
since inception
+15.73%
TopFund's Take on Franklin U.S. Opportunities Equity Active Fund of Funds - IDCW
Franklin U.S. Opportunities Equity Active Fund of Funds - IDCW ranks among the stronger performers in the Thematic category, backed by a 4-star rating. Consistent 3-year performance combined with a strong rating makes this one of the more credible options in its space. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 85/100.
Cost: At 0.92%, the expense ratio is roughly in line with the Thematic category average of 0.99% — cost isn't a standout factor either way for this fund.
Risk-adjusted performance: Over the trailing 1-year period, the fund shows a modest Sharpe ratio of 0.07 — returns have only marginally compensated for the risk taken. Separately, with 20.53% annualised volatility, this is among the more turbulent funds in the Thematic space — expect sharp swings in both directions.
Who should invest: This fund is best suited to investors whose goals and risk appetite align with a Equity 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.
Sector Allocation
Asset Allocation
Fund Snapshot
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Tools & Guides for This Fund
Frequently Asked Questions about Franklin U.S. Opportunities Equity Active Fund of Funds - IDCW
The current NAV (Net Asset Value) of Franklin U.S. Opportunities Equity Active Fund of Funds - IDCW is ₹297.66. NAV is updated every business day after market close by AMFI.
1Y: 5.9% · 3Y CAGR: 21.48% · 5Y CAGR: 19.16%
The expense ratio of Franklin U.S. Opportunities Equity Active Fund of Funds - IDCW is 0.92% per annum. This is the annual fee charged by the fund to manage your investment.
Franklin U.S. Opportunities Equity Active Fund of Funds - IDCW is managed by R Janakiraman, Srikesh Nair, Hari Shyamsunder at Franklin Templeton Mutual Fund.
Franklin U.S. Opportunities Equity Active Fund of Funds - IDCW is classified as a Very High risk fund. It is suitable for aggressive investors with a long-term horizon of 5+ years.
Franklin U.S. Opportunities Equity Active Fund of Funds - IDCW is a Thematic fund. SIP suitability depends on your investment goal and risk profile.
You can start a SIP in Franklin U.S. Opportunities Equity Active Fund of Funds - IDCW with as little as ₹500 per month through most mutual fund platforms. The minimum lump sum investment is typically ₹1,000.
The Assets Under Management (AUM) of Franklin U.S. Opportunities Equity Active Fund of Funds - IDCW is ₹9,344 crore. AUM indicates the total market value of assets managed by the fund.
* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.
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