Franklin U S Opportunities Equity Active FoF

Fund at a Glance
NAV Growth (Rs.)	92.74
NAV Bonus (Rs.)	—
NAV IDCW (Rs.)	92.74
Min. Investment (Rs.)	5,000
Min. SIP Investment (Rs.)	500
Min. No of Cheques	12
Benchmark	Russell 3000 Growth TRI
AUM Rs.	4,465 Cr
	(As on 31-Dec-2025)
Expense	0.61%
1 Year Return (%)	8.48
3 Year Return (%)	25.23
5 Year Return (%)	10.98
10 Year Return (%)	16.81
Return Since Launch	17.27%

⚖️ Sahifund Review – Franklin U.S. Opportunities Equity Active FoF ✔

PLUS: Stability, track record, cost efficiency

MINUS: Large AUM, large-cap bias, momentum lag

Sahifund View (Decisive Line):
X

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| NFO Guidance |

What lies ahead? Below we decode returns consistency, portfolio concentration, peer positioning and risk profile in detail.

Suitable For Which Investors?
International funds are suitable for investors:
1. Seeking exposure in shares of foreign companies for diversification
2. Aiming for long-term wealth creation
3. With a 5+ year investment horizon
4. Who are at ease with the market’s ups and downs
Note:
• Invest only through SIP
• Being a FoF, the fund invests in a set of mutual fund schemes instead of the underlying securities directly

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 of Franklin U S Opportunities Equity Active FoF

Fund House	Franklin Templeton Mutual Fund
Launch Date	02-Jan-13
Return Since Launch	17.27%
Benchmark	Russell 3000 Growth TRI
Riskometer	Very High
Type	Open-ended
Assets	4,465 Cr
	(As on 31-Dec-2025)
Expense	0.61%
	(As on 31-Dec-2025)
Risk Grade	—
Return Grade	—
Turnover	—

Trailing Returns (%) of Franklin U S Opportunities Equity Active FOF

Fund name	YTD	1D	1M	3M	6M	1Y	3Y	5Y	7Y	10Y
Franklin U.S. Opportunities Equity Active FoF Dir	0.83	1.52	1.23	1.58	6.39	8.48	25.23	10.98	17.28	16.81
BSE 500 TRI*	-3.60	0.76	-3.57	-3.05	-0.95	8.48	15.19	15.27	15.35	15.31

Peer Comparison of Franklin U S Opportunities Equity Active Fund oF 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 U.S. Opportunities Equity Active FoF Dir	Unrated	8.48	25.23	10.98	0.61	4,465	17.27	1.00 (365)	13Y	2.44
Motilal Oswal Nasdaq 100 FOF Dir	Unrated	10.28	36.92	19.26	0.22	6,159	25.16	1.00 (15)	7Y 1M	—
Kotak US Specific Equity Passive FoF Dir	Unrated	24.33	35.36	—	0.24	3,770	18.75	—	4Y 11M	1.12
Edelweiss US Technology Equity FoF Dir	Unrated	17.64	37.27	12.66	0.73	3,640	23.39	1.00 (90)	5Y 10M	—
Edelweiss Greater China Equity Offshore Dir	Unrated	45.11	12.08	-0.35	0.79	2,559	11.86	1.00 (90)	13Y	13.00

Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully

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