March 20, 2024
mayank
Franklin India Feeder-Templeton European Opportunities Fund details, NAV, Portfolio, Returns, Peer Comparison, Fund Managers & Guidance by Chanakyamfguidance.com
NAV Growth: Rs 10.6613
NAV IDCW: Rs 10.6613
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 European Growth Fund, an overseas equity fund which primarily invests in securities of issuers incorporated or having their principal business in European countries.
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 | 16-May-14 |
| Return Since Launch | 0.65% |
| Benchmark | MSCI Europe |
| Riskometer | Very High |
| Type | Open-ended |
| Assets | Rs 15 Cr |
| (As on 29-Feb-2024) | |
| Expense | 0.53% |
| (As on 29-Feb-2024) | |
| Risk Grade | — |
| Return Grade | — |
| Turnover | — |
Trailing Returns (%) of Franklin India Feeder-Templeton European Opportunities Fund
| Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
| Franklin India Feeder Templeton European Opp Dir | -5.14 | -0.45 | -1.00 | -3.84 | -0.11 | 2.97 | 2.60 | 1.04 | 1.66 | — |
| S&P BSE 500 TRI | 1.16 | -1.16 | -3.01 | 2.56 | 11.58 | 36.64 | 17.99 | 16.85 | 15.25 | — |
Peer Comparison of Franklin India Feeder-Templeton European 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 Templeton European Opp Dir | Unrated | 2.97 | 2.60 | 1.04 | 0.53 | 15 | 0.65 | 1.00 (365) | 9Y 10M | 10.79 |
| Motilal Oswal Nasdaq 100 FOF Dir | Unrated | 43.25 | 15.96 | 23.89 | 0.18 | 4,612 | 23.72 | 1.00 (15) | 5Y 3M | — |
| 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 |
| 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 | — |
How to Invest in Franklin India Feeder-Templeton European Opportunities Fund?
Chanakya’s Mutual Fund Guidance For Franklin India Feeder-Templeton European 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.
Apply Online: https://accounts.franklintempletonindia.com/ngGuest/#/transactnowlogin
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