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This is a fund that invests mainly in shares of foreign companies. When you invest for five years or above, you can expect gains that beat the inflation rate and are also higher than 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 for diversification, so that if the Indian markets are going through a sharp correction at least some portion of your money is insulated. But make sure you invest in the one that has a broad mandate of investing in companies of different sizes, sectors and countries.
Like all equity funds, you must invest only through the SIP route. Click here to read a primer on SIP investing.
Warning: Do not invest in this, or any other international equity fund, if you need to redeem your investment in less than five years.
Taxability of earnings:
|YTD||1 Month||3 Months||1 Years||3 Years||5 Years||10 Years|
|Russell 3000 Growth*||34.38||2.40||5.76||22.84||20.56||17.20||--|
As on 12-Dec-2019
* As on 13-Dec-2019
|Best (Period)||Worst (Period)|
|Month||17.20 (24-Dec-2018 - 24-Jan-2019)||-12.45 (28-Sep-2018 - 29-Oct-2018)|
|Quarter||27.68 (05-Jun-2013 - 04-Sep-2013)||-25.28 (24-Sep-2018 - 24-Dec-2018)|
|Year||58.60 (12-Nov-2012 - 13-Nov-2013)||-10.19 (26-Jun-2015 - 27-Jun-2016)|
|Russell 3000 Growth||20.27||14.24||1.02||1.26||--||--|
The Risk Measures have been calculated using calendar month returns for the last three years.
As on 30-Nov-2019
|The underlying data is unavailable.|
|Company||Sector||P/E||3Y High||3Y Low||% Assets|
Indicates an increase or decrease or no change in holding since last portfolio
Indicates a new holding since last portfolio
As on 30-Nov-2019
Education: Mr. Menon has done Master of Business Administration (The University of Melbourne) and Bachelor of Technology (IIT Madras).
Experience: Prior to joining Franklin Templeton Asset Management (India) Pvt. Ltd (April 2019- till date), he has worked with Tano Capital (September 2012 – December 2018), Daiwa Securities (November 2010-April 2012), Intellectual Ventures (March 2009-November 2010).
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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.
|Minimum Investment (₹)||5,000|
|Minimum Addl Investment (₹)||1,000|
|Minimum SIP Investment (₹)||500|
|Minimum No of Cheques||12|
|Minimum Withdrawal (₹)||1,000|
|Minimum Balance (₹)||1,000|
|Exit Load||1% for redemption within 1095 days|
|Fund House:||Franklin Templeton Mutual Fund|
|Benchmark:||Russell 3000 Growth|
|Assets:||₹ 1,088 Cr (As on 30-Nov-2019)|
|Expense:||1.54% (As on 30-Nov-2019)|
Fund News - 25-Sep-2019
Fundwire - 03-Aug-2016
Fund News - 02-May-2016
Fund News - 27-Aug-2014
Fund News - 18-Jun-2014
AMC: Franklin Templeton Asset Management India Private Ltd
Address: Indiabulls Finance Center, Tower 2, 12th and 13th Floor, Senapati Bapat Marg, Elphinstone Road (West) Mumbai - 400013
Phone: 1800-425-4255 / 60004255
Email: [email protected]
Registrar & Transfer Agent: Franklin Templeton Asset Management (India) Pvt. Ltd.
Address: Unit 301, III Floor, Campus 4B, RMZ Millenia Business Park, 143 Dr. MGR Road, Kandanchavadi Chennai - 600096