Franklin U.S. Opportunities Equity Active FoF - Regular Plan

Name: Franklin U.S. Opportunities Equity Active FoF - Regular Plan
Brand: Franklin Templeton Mutual Fund

Invest Online Fund Card

Value Research Rating

Unrated

Our Opinion

Riskometer

Very High

₹78.4574 0.21%

As on 17-Mar-2026

Returns

Calculate SIP Returns of Franklin U.S. Opportunities Equity Active FoF - Regular Plan

Upfront Investment

Monthly SIP Amount

Investment Duration

More Details about Returns

Risk

This fund has Very High risk.

Low

Low to Moderate

Moderate

Moderately High

High

Very High

As per SEBI's Riskometer.

More Details about Risk

Portfolio of Franklin U.S. Opportunities Equity Active FoF - Regular Plan

Asset Allocation

Market Cap Weightage

We have shifted from our proprietary CapRank classification system to SEBI’s market cap classification system with effect from 14 Jan, 2026.

Portfolio Breakdown

Peer Comparison

Fund name	Rating	Risk		Expense Ratio (%)
Franklin U.S. Opportunities Equity Active FoF - Regular Plan	Unrated	Very High	loading...	1.53
Motilal Oswal Nasdaq 100 FOF - Regular Plan Invest Online	Unrated	Very High	loading...	0.58
Kotak US Specific Equity Passive FoF - Regular Plan Invest Online	Unrated	Very High	loading...	0.61
Edelweiss US Technology Equity FoF - Regular Plan	Unrated	Very High	loading...	1.61
Axis Greater China Equity FoF - Regular Plan Invest Online	Unrated	Very High	loading...	1.57

Detailed Comparison

Other details of Franklin U.S. Opportunities Equity Active FoF - Regular Plan

Assets

₹4,462 Cr

Exit Load (Days)

1.00 (365)

Min. Investment (₹)

5,000

Min. Withdrawal (₹)

1,000

Min. SIP Investment (₹)

500

Min. No of Cheques

More Details

About Franklin U.S. Opportunities Equity Active FoF - Regular Plan

Franklin U.S. Opportunities Equity Active FoF - Regular Plan is a equity mutual fund scheme of Franklin Templeton Mutual Fund. Launched on February 06, 2012, it is currently managed by Sandeep Manam. The fund has an expense ratio of 1.53% with an overall AUM (Assets Under Management) of ₹4,462 Cr.

Franklin India Feeder Franklin US Opportunities Fund - Regular Plan invests mainly in the shares of foreign companies listed outside India. Being a fund of funds, it invests its assets in a set of mutual fund schemes instead of the underlying securities directly. The fund allows minimum lumpsum investment of ₹1,000 and minimum SIP of ₹500.

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.

Suitability

International funds are suitable for investors:

Seeking exposure in shares of foreign companies for diversification
Aiming for long-term wealth creation
With a 5+ year investment horizon
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

Capital Gains Taxation

The following tax treatment is based upon last 12-months asset allocation and may vary from other funds in the category.

If the mutual fund units are sold after 2 years from the date of investment, gains are taxed at the rate of 12.5%.
If the mutual fund units are sold within 2 years from the date of investment, entire amount of gain is added to the investors' income and taxed according to the applicable slab rate.
No tax is to be paid as long as you continue to hold the units.

Disclaimer: The tax information has been prepared on a best-effort basis using information available in the public domain and other sources that Value Research considers reliable. This is not meant as tax advice, and we advise you to consult your tax advisor before making any decision. Value Research takes no responsibility and assumes no liability for any loss or damage arising from any investment or redemption decision based on this information.

Dividend Taxation

Dividends are added to the income of the investors and taxed according to their respective tax slabs. Further, if an investor's dividend income exceeds Rs 10,000 in a financial year, the fund house also deducts a TDS of 10% before distributing the dividend.

Latest news on Franklin U.S. Opportunities Equity Active FoF - Regular Plan

Franklin India Mutual Fund announces merger and scheme name change

1 min read•By News Desk

Resumption of fresh SIP and STP facilities under Franklin International Funds

1 min read•By News Desk

Fund manager rejig in selected schemes of Franklin Templeton Mutual Fund

1 min read•By Value Research

Pyari Menon ceases to be the Fund Manager in Franklin Templeton Mutual Fund

1 min read•By Value Research

All News

Portfolio Planner

Ready-to-go investment options matched to different needs

Fund Screener

Filter for funds based on your criteria.

Fund Compare

Detailed comparison of up to 5 funds across various metrics.

Mutual Fund Calculator

Find out the SIP returns of any fund for any time period.

Best Mutual Funds

List of funds rated highly by Value Research.

SIP Calculator

Calculate how much you can accumulate with your monthly savings.

See All Tools

FAQ for Franklin U.S. Opportunities Equity Active FoF - Regular Plan

How to Invest in Franklin U.S. Opportunities Equity Active FoF - Regular Plan?

Subscribers of Value Research Fund Advisor can conveniently invest in the low-cost direct plan of Franklin U.S. Opportunities Equity Active FoF - Regular Plan through the Value Research Fund Advisor website.
Alternatively, mutual funds can also be purchased directly from the respective fund house’s website. For example, Franklin U.S. Opportunities Equity Active FoF - Regular Plan can be bought from the Franklin Templeton Mutual Fund website. In such a case, if you are investing in multiple funds from different fund houses, you will need to transact separately on each fund house’s website.
The third option is to invest offline, by seeking assistance from a mutual fund distributor. Most banks also act as mutual fund distributors, and you can approach your bank for help in completing your investment.

What is the current NAV of Franklin U.S. Opportunities Equity Active FoF - Regular Plan Today?

The latest declared NAV of Franklin U.S. Opportunities Equity Active FoF - Regular Plan, is ₹78.4574 as of 19-Mar-2026.

What are the top holdings of Franklin U.S. Opportunities Equity Active FoF - Regular Plan?

Company	Percentage of Portfolio
Franklin India Feeder Franklin US Opportunities Fund Forgn.MF-	98.94

What is the return of Franklin U.S. Opportunities Equity Active FoF - Regular Plan in the last 5 years?

Over the past five years, Franklin U.S. Opportunities Equity Active FoF - Regular Plan has delivered an annualised return of 9.71% as of 19-Mar-2026.

What is the minimum investment required in Franklin U.S. Opportunities Equity Active FoF - Regular Plan?

The minimum investment required to start investing in Franklin U.S. Opportunities Equity Active FoF - Regular Plan is ₹5,000 for the lump sum option and ₹500 for the SIP (Systematic Investment Plan) option.