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Franklin India Feeder Franklin US Opportunities Fund

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Equity: International

1 Lakh

Investment Grown to
₹ 1.63 Lakh

₹ 10000

Monthly SIP Grown to
₹ 4.54 Lakh

Analyst's Choice?

Suitability:

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:

Capital gains

  • If the mutual fund units are sold after 1 year from the date of investment, gains upto Rs 1 lakh in a financial year are exempt from tax. Gains over Rs 1 lakh are taxed at the rate of 10%.
  • If the mutual units are sold within 1 year from the date of investment, entire amount of gain is taxed at the rate of 15%.
  • No tax is to be paid as long as you continue to hold the units.

Dividends

  • Dividends paid by the mutual fund scheme are taxed at the rate of 10% (effectively 11.648%, including surcharge and cess). This is known as Dividend Distribution Tax (DDT). Though the investor does not pay this tax directly, it is deducted from the dividend income before passing on to the investor.

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Annual Returns
Quarterly Returns
Monthly Returns
Weekly Returns

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(₹)
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Trailing Returns (%)

YTD 1 Month 3 Months 1 Years 3 Years 5 Years 10 Years
Fund 29.53 1.82 1.92 18.29 17.59 12.70 --
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 & Worst Performance

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)

Risk Measures (%)

Mean Std Dev Sharpe Sortino Beta Alpha
Fund 18.36 15.34 0.82 1.11 -- --
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

Asset Allocation (%)

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Concentration & Valuation

The underlying data is unavailable.

Sector Allocation vis-à-vis Benchmark

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Top Holdings

Company Sector P/E 3Y High 3Y Low % Assets
up Franklin IndiaFeederFranklinUS Financial 99.70

up down equal Indicates an increase or decrease or no change in holding since last portfolio
new Indicates a new holding since last portfolio

As on 30-Nov-2019

Fund Manager

— Pyari Menon since 26-Sep-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).

Funds Managed:

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0.12%

Change from previous, NAV as on 12-Dec-2019

Growth: ₹ 33.4029

Dividend: ₹ 33.4029

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.

Investment Details

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

Basic Details

Fund House: Franklin Templeton Mutual Fund
Launch Date: 06-Feb-2012
Benchmark: Russell 3000 Growth
Riskometer: High
Type: Open-ended
Assets: ₹ 1,088 Cr (As on 30-Nov-2019)
Expense: 1.54% (As on 30-Nov-2019)
Risk Grade: --
Return Grade: --
Turnover: --

Contact Information

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]

Website: www.franklintempletonindia.com

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

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