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Franklin India Feeder Franklin US Opportunities Fund - Direct Plan download report

Equity: International

1 Lakh

Investment Grown to
₹ 1.54 Lakh

₹ 10000

Monthly SIP Grown to
₹ 3.98 Lakh


"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. 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 3 years from the date of investment, gains are taxed at the rate of 20% after providing the benefit of inflation indexation.
  • If the mutual fund units are sold within 3 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.


  • 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. 5,000 in a financial year, the fund house also deducts a TDS of 10% before distributing the dividend.

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Trailing Returns (%)

YTD 1-Day 1-W 1-M 3-M 6-M 1-Y 3-Y 5-Y 7-Y 10-Y
Franklin India Feeder Franklin US Opp Direct-G -17.60 -1.28 -0.37 12.96 14.19 -2.81 -15.96 15.52 17.61 13.16 --
S&P BSE 500 TRI* 4.29 0.20 2.11 10.54 11.58 6.02 11.04 21.41 13.97 13.26 --

As on 17-Aug-2022

* As on 18-Aug-2022

Peer Comparison

Fund name Rating Launch Date 1-Year Return 3-Year Return 5-Year Return Expense Ratio Assets (Cr)
Franklin India Feeder Franklin US Opportunities Fund - Direct Plan  | Invest Online Now
Jan-13 -15.96 15.52 17.61 0.51 3,254
Motilal Oswal Nasdaq 100 FOF - Direct Plan
Nov-18 -5.55 25.08 -- 0.10 3,684
Motilal Oswal S&P 500 Index Fund - Direct Plan
Apr-20 3.39 -- -- 0.51 2,571
ICICI Prudential US Bluechip Equity Fund - Direct Plan  | Invest Now
Jan-13 2.63 19.87 18.99 1.19 2,117
Edelweiss Greater China Equity Off-shore Fund - Direct Plan  | Invest Online
Jan-13 -23.60 11.98 10.21 1.44 1,658

Best & Worst Performance

Best Performance Worst Performance
Return (%) Period Return (%) Period
Week 14.89 23-Mar-2020 - 30-Mar-2020 -15.47 05-Mar-2020 - 12-Mar-2020
Month 27.39 18-Mar-2020 - 17-Apr-2020 -26.45 19-Feb-2020 - 20-Mar-2020
Quarter 51.02 23-Mar-2020 - 22-Jun-2020 -25.12 24-Sep-2018 - 24-Dec-2018
Year 73.80 16-Mar-2020 - 16-Mar-2021 -27.79 02-Jul-2021 - 04-Jul-2022

Risk Measures (%)

Mean Std Dev Sharpe Sortino Beta Alpha
Franklin India Feeder Franklin US Opp Direct-G 15.84 22.60 0.55 1.01 -- --
S&P BSE 500 TRI 20.28 22.43 0.75 0.86 -- --

The Risk Measures have been calculated using calendar month returns for the last three years.

As on 31-Jul-2022

Asset Allocation (%)

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Concentration & Valuation

The underlying data is unavailable.

Sector Allocation vis-à-vis Category

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Top Holdings

Company Sector P/E 3Y High 3Y Low % Assets
down Franklin IndiaFeederFranklinUS Financial -- 99.15

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 31-Jul-2022

Fund Manager

— Sandeep Manam since 18-Oct-2021

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.

Funds Managed:


Change from previous, NAV as on 17-Aug-2022

Growth: ₹ 53.2907

IDCW: ₹ 53.2907

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

Min. Investment (₹) 5,000
Min. Addl Investment (₹) 1,000
Min. SIP Investment (₹) 500
Min. No of Cheques 12
Min. Withdrawal (₹) 1,000
Min. Balance (₹) 1,000
Lock-in Period Not Applicable
Exit Load 1% for redemption within 365 days

Basic Details

Fund House: Franklin Templeton Mutual Fund
Launch Date: 02-Jan-2013
Return Since Launch: 17.25%
Benchmark: Russell 3000 Growth
Riskometer: Very High
Type: Open-ended
Assets: ₹ 3,254 Cr (As on 31-Jul-2022)
Expense Ratio: 0.51% (As on 31-Jul-2022)
Risk Grade: --
Return Grade: --
Turnover: --

Contact Information

AMC: Franklin Templeton Asset Management India Private Ltd

Address: Unit No.202/203/204, 2nd Floor Dalamal Tower, Plot No. 211 Free Press Journal Marg, Nariman Point Mumbai - 400013

Phone: 1800-425-4255 / 60004255

Website: http://www.franklintempletonindia.com

Registrar & Transfer Agent: Computer Age Management Services Ltd.

Address: 7th Floor, Tower II, Rayala Towers, 158, Anna Salai, Chennai - 600002

Phone: 1800-3010-6767 / 1800-419-7676

Fax: 044-30407101

Email: [email protected]

Website: www.camsonline.com

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