• Mutual Funds
  • Franklin Templeton Mutual Funds
  • Franklin India Feeder Franklin U S Opportunities Fund (Growth)

Formerly FT India Feeder-Franklin US Opp Gr

Franklin Templeton Mutual Funds

Franklin India Feeder Franklin U S Opportunities Fund (Growth)

International EquityUS Equity

Recommended

Top Ranked

41.1827

NAV (Sep 23)

12.1%
5 Year CAGR
Scripbox Opinion
Recommended
Franklin India Feeder Franklin U S Opportunities Fund (Growth) is recommended for investment within us equity mutual funds.

Us equity funds provides exposure to international markets and is suitable for investment objectives with duration specific to the fund category.

Our analysis of this fundLearn how we rate funds ->

Fund Size

₹ 3,107 Cr

The fund has been a Category Leader on the Fund Size metric

Outperformance Consistency

Poor

The performance of the fund on a Outperformance Consistency metric has been Poor

View all 7 analysis

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

41.1827

NAV (Sep 23)

Fund Returns

Last 1Y

-31%

Last 3Y

8.4%

Last 5Y

12.1%

Last 10Y

13.8%

Since Inception

14.2%

6 Month CAGR

-19.7%

Scheme Information

Investment Objective

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.

Expense Ratio

1.54

Launched (10y ago)

Feb 06, 2012

AUM in Crores

3106.702

ISIN

INF090I01EW1

Lock-in

No Lock-in

Benchmark

Russell 3000 Growth TR USD

SIP Minimum

0

Lumpsum Min.

5000

Fund Managers

Sandeep Manam

Fund Manager

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%965,796 233,18411.25%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2022-09-23

Top Stock Holdings

franklin us opportunities i(acc)usd

99.2%
99.2%

call,cash & other assets

0.8%
0.8%
See all holdings

Compare Franklin India Feeder Franklin U S Opportunities Fund (Growth)

Fund NameFund SizeOutperformance Consistency
Franklin India Feeder Franklin U S Opportunities Fund (G)
Franklin India Feeder Franklin U S Opportunities Fund (G)

₹ 3,106 cr

₹ 2,025 cr

₹ 3,106 cr

₹ 3,106 cr

₹ 2,025 cr

About the AMC

Franklin Templeton Asst Mgmt(IND)Pvt Ltd

Franklin Templeton Asst Mgmt(IND)Pvt Ltd manages assets worth 67,140 crores and was set up on 6 October 1995. It's current offering of mutual fund schemes includes 39 equity,183 debt and 27 hybrid funds.

amc-img

  • 022-67519100
  • services@franklintempleton.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    8.4%

    14.2%

    8.4%

    14.2%

    8.4%

    14.2%

    21.5%

    13.8%

    21.1%

    13.7%

    Investment Calculator

    Investment Duration5 years

    0

    Total Investment

    0

    Wealth Gained

    0

    Total Corpus Created (₹)

    With CAGR of 11.25 % in 5 years

    Franklin India Feeder Franklin US Opportunities Fund (Growth) is an open-ended fund of funds international mutual fund scheme. It primarily invests in US-based leading growth companies across different market capitalization and sectors or industries. The fund provides its Indian investors an opportunity to invest in US companies through an investment in the fund. The fund was previously known as FT India Feeder-Franklin US Opp Gr. 

    Franklin Templeton Asset Management (India) Pvt. Ltd manages the fund. The fund is being managed by Mayank Bukrediwala. The recommended investment tenure is a minimum of 5 years. The fund is suitable for an investor who is seeking retirement corpus, overseas diversification of funds, exposure to the US market, and long-term wealth creation.

    Investment Objective of Franklin India Feeder Franklin US Opportunities Fund-Growth

    The fund’s investment objective is 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. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved. Franklin India Feeder Franklin US Opportunities Fund (Growth) is a fund of funds that invests in an overseas equity fund. 

    Being a fund of funds, the investors invest in this fund in rupees and the fund invests its corpus in US companies. The fund is an alternative to investment in US companies. It achieves its objective by maintaining a  concentrated portfolio of equity and equity-related instruments and securities. The fund invests a minimum of 95% of its corpus in underlying funds. 

    Scheme Details of Franklin India Feeder Franklin US Opportunities Fund (Growth)

    On 6th February 2012, Feeder Franklin Mutual Funds had launched Franklin India Feeder Franklin US Opportunities Fund (Growth). The fund has been in existence for the past 10 years. 

    NAV and Returns – The NAV of the fund as of 3rd April 2022 is Rs  52.03. The risk-o-meter of the fund is very high risk. Hence, an investor must understand that their principal amount of investment will be at very high risk. Owing to the nature and asset class of the fund, an investor may expect volatility in their investments over the short term. Franklin India Feeder Franklin US Opportunities Fund-Growth is a 10-year-old fund. The scheme has delivered a return of 17.70% since its inception.

    Minimum Investment – The minimum amount for a lump sum investment is Rs 5,000

    Expense Ratio and Exit Load – The fund charges an expense ratio of 1.54% on the units of the mutual funds. The fund charges an exit load of 1% for units if the investment is redeemed or switched within 1 year from the date of allotment of units of the fund. 

    Fund Manager – The fund is managed by Mayank Bukrediwala and Sandeep Manam. Mr. Mayank Bukrediwala possesses experience of 9 years in Research and Fund Management. He is also responsible for providing equity research support. He has a PGDBM and Bachelor of Technology degree. Mr. Sandeep Manam is a PGDM (IIM-Ahmedabad), B.Tech (Electronics & Communication Engg.)- National Institute of Technology Calicut.

    Other Details – There is no lock-in period for the scheme. So, an investor can redeem an investment anytime without any redemption limit. As of 3rd April 2022, the AUM of Franklin India Feeder Franklin US Opportunities Fund-Growth is Rs 3610.354 cr. The fund benchmarks to Russell 3000 Growth PR USD. This fund is meant for investors with a minimum investment horizon of 5 years. 

    Growth Review

    Scripbox recommends Franklin India Feeder Franklin US Opportunities Fund-Growth for investment within the US Equity mutual fund category. US equity mutual funds provide exposure to international markets. Additionally, it provides long-term appreciation over the investment horizon. US equity mutual funds are suitable for a diversified investment in US markets coupled with wealth creation. Moreover, the fund is suitable for an investment duration of 5 years or longer to fulfill these investment goals.

    Franklin India Feeder- Franklin US Opportunities Fund is a fund of funds (FoF) and invests in the underlying scheme – Franklin US Opportunities. The Fund enjoys the highest AUM in the category. On a rolling return basis, the fund has done well. Rolling return tells us more about a scheme’s consistency as it analyses multiple point-to-point returns taken over a period.

    We have looked at average one year rolling return and three-year rolling return, taken on a daily basis for a four-year period. The Fund gave 25% average one year rolling return and 24% average 3 year rolling return. This is much better than schemes with the same mandate. The fund got the highest quarterly outperformance count among all funds in the category. Hence, we recommend this fund.

    The funds information ratio was quite good compared to its peers. The information ratio is used to evaluate the skill of a portfolio manager at generating returns more than a given benchmark.

    Investing in this fund ensures not only geographical diversification but also offers opportunities to invest in sectors that are not available in India.

    1. The fund has a sufficient history of 10 years for analysis. The track record for these 10 years is good.
    2. With an AUM or relative size of Rs 3,610.354 cr, the fund size is large in comparison to other funds in the category of US equity mutual funds.
    3. The scheme has performed well consistently over a period of time. Moreover, it provides benchmark beating returns that are similar to funds in the same category of mutual funds.

    Fund Performance

    Annualised Returns

    PeriodReturns
    5 Years19.20%
    3 Years19.80%
    1 Years6.20%
    The mentioned data is as of 4th April 2022

    Performance Ratio

    Standard Deviation24.87%
    Portfolio Beta0.87
    Treynor’s Ratio0.2
    Sharpe Ratio0.71
    The mentioned data is as of 4th April 2022

    Asset Allocation

    Asset Allocation as per Asset Type

    Asset Type (Equity vs Debt)Weightage
    Equity98.90%
    Debt & Cash1.10%
    The mentioned data is as of 4th April 2022

    Asset Allocation As per Sector

    SectorPercentage of Holding
    Technology20%
    Industrials16.50%
    Healthcare16.40%
    Consumer Defensive15.40%
    Consumer Services10.30%
    Financial Services7.20%
    Consumer Cyclical7.10%
    Energy2.30%
    Basic Materials2%
    Utilities1.50%
    The mentioned data is as of 4th April 2022

    Frequently Asked Questions

    Who should invest in Franklin India Feeder Franklin US Opportunities Fund (Growth)?

    Franklin India Feeder Franklin US Opportunities Fund (Growth) is a better investment option for investors who wish to invest in U.S. companies. It is ideal for an investment horizon of more than 5 years. An investor whose investment objectives are creating a retirement corpus, wealth creation, exposure to overseas companies must consider investing in this fund. 

    Is Franklin India Feeder Franklin US Opportunities Fund (Growth) a direct fund?

    Franklin India Feeder Franklin US Opportunities Fund (Growth) provides the option of direct and regular investment plans. However, before investing you must understand the difference between a regular and direct plan. A Direct plan is what you buy directly from the mutual fund company (usually from their own website), whereas a Regular plan is what you buy through an advisor, broker or distributor (intermediary).

    Is Franklin India Feeder Franklin US Opportunities Fund-Growth a large cap fund?

    Franklin India Feeder Franklin US Opportunities Fund (Growth) is a fund of fund that invests in an overseas equity fund.

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