March 20, 2024
mayank
Franklin India Feeder Franklin US Opportunities Fund details, NAV, Portfolio, Returns, Peer Comparison, Fund Managers & Guidance by Chanakyamfguidance.com
NAV Growth: Rs 71.1304
NAV IDCW: Rs 71.1304
Suitable For Which Investors?
“This is a fund that invests mainly in shares of foreign companies. When you invest for five years or more, you can expect gains that beat the inflation rate as well as returns from fixed income options. But be prepared for ups and downs in your investment value along the way.
International equity funds are suitable to invest a part of your money in for diversification, so that if the Indian markets are going through a sharp correction, a portion of your money is insulated. But make sure you invest in a fund that has a broad mandate of investing in companies of different sizes, sectors and countries.
Like for all equity funds, you must invest only through the SIP route.
Fund’s Investment Strategy:
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. The fund principally invests in small, medium and large capitalisation U.S. companies with strong growth potential across a wide range of sectors.
Fund Manager:
1) Sandeep Manam
Education: Mr. Manam is a PGDM (IIM-Ahmedabad), B.Tech (Electronics & Communication Engg.)- National Institute of Technology Calicut
Experience: Prior to joining Franklin Templeton Asset Management (India) Pvt. Ltd., he has worked with Cognizant Technology Solutions, Shapoorji Pallonji & Company Private Limited.
Investment Details
| Min. Investment (Rs) | 5,000 |
| Min. Addl Investment (Rs) | 1,000 |
| Min. SIP Investment (Rs) | 500 |
| Min. Withdrawal (Rs) | 1,000 |
| Min. No of Cheques | 12 |
| Min. Balance (Rs) | 1,000 |
| Lock-in Period | NA |
| Exit Load | 1% for redemption Within 365 days |
Basic Details
| Fund House | Franklin Templeton Mutual Fund |
| Launch Date | 02-Jan-13 |
| Return Since Launch | 17.63% |
| Benchmark | Russell 3000 Growth |
| Riskometer | Very High |
| Type | Open-ended |
| Assets | Rs 3,568 Cr |
| (As on 29-Feb-2024) | |
| Expense | 0.54% |
| (As on 29-Feb-2024) | |
| Risk Grade | — |
| Return Grade | — |
| Turnover | — |
Trailing Returns (%) of Franklin India Feeder Franklin US Opportunities Fund
| Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
| Franklin India Feeder Franklin US Opp Dir | 12.21 | 0.69 | 2.97 | 12.09 | 24.04 | 46.92 | 10.95 | 17.35 | 17.61 | 14.67 |
| S&P BSE 500 TRI | 1.16 | -1.16 | -3.01 | 2.56 | 11.58 | 36.64 | 17.99 | 16.85 | 15.25 | 15.97 |
Peer Comparison of Franklin India Feeder Franklin US Opportunities Fund
| Rating | 1 Year Returns | 3 Year Returns | 5 Year Returns | Expense Ratio (%) | Net Assets (Rs Cr) | Return Since Launch (%) | Exit Load (Days) | Fund Age | Turnover (%) | |
| Franklin India Feeder Franklin US Opp Dir | Unrated | 46.92 | 10.95 | 17.35 | 0.54 | 3,568 | 17.63 | 1.00 (365) | 11Y 2M | 2.44 |
| Motilal Oswal Nasdaq 100 FOF Dir | Unrated | 43.25 | 15.96 | 23.89 | 0.18 | 4,612 | 23.72 | 1.00 (15) | 5Y 3M | — |
| Kotak Nasdaq 100 FOF Dir | Unrated | 43.95 | 17.00 | — | 0.29 | 2,908 | 14.19 | — | 3Y 1M | 2.01 |
| Edelweiss US Technology Equity FoF Dir | Unrated | 53.19 | 9.25 | — | 1.46 | 2,276 | 22.54 | 1.00 (90) | 4Y | — |
| PGIM India Global Equity Opportunities Dir | Unrated | 44.32 | 7.88 | 18.48 | 1.44 | 1,439 | 10.44 | 0.50 (90) | 11Y 2M | 187.00 |
How to Invest in Franklin India Feeder Franklin US Opportunities Fund?
Chanakya’s Mutual Fund Guidance For Franklin India Feeder Franklin US Opportunities Fund
Do not invest in this, or any other international equity fund, if you need to redeem your investment in less than five years.
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