Franklin India Feeder Franklin U S Opportunities Fund (Growth)

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.

Franklin India Feeder Franklin US Opportunities Fund – Growth Investment Objective

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. 

Franklin India Feeder Franklin US Opportunities Fund – Growth Scheme Details

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 9 years. 

NAV and Returns – The NAV of the fund as of 1st July 2021 is Rs  57.38. 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 9-year-old fund. The scheme has delivered a return of 20.40% since its inception.

Minimum Investment – The fund requires a minimum SIP investment of Rs 1,000. However, the minimum amount for a lump sum investment is Rs 5,000

Expense Ratio and Exit Load – The fund charges an expense ratio of 1.55% 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. 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.

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 1st July 2021, the AUM of Franklin India Feeder Franklin US Opportunities Fund-Growth is Rs 3,163 cr. The fund benchmarks to Russell 3000 Growth PR USD. This fund is meant for investors with a minimum investment horizon of 5 years. 

Franklin India Feeder Franklin US Opportunities Fund – Growth Top Stock Holdings

The Franklin India Feeder Franklin US Opportunities Fund-Growth has invested its assets majorly in the stocks of the following companies:

Asset Allocation of Franklin India Feeder Franklin US Opportunities Fund- Growth

The Franklin India Feeder Franklin US Opportunities Fund-Growth has invested in the following sectors:

Franklin India Feeder Franklin US Opportunities Fund – 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.

1. The fund has a sufficient history of 9 years for analysis. The track record for these 9 years is good.
2. With an AUM or relative size of Rs 3,163 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.

How Scripbox Algorithmically Selects Mutual Funds?

Scripbox uses time-tested principles, historical data, and valid assumptions about asset classes. We combine them with a rigorous process to finalize which asset classes make the most sense for specific types of objectives, considering the time needed to achieve them.

Once we select an asset class, our algorithm goes to work to select the best financial products.

The algorithm scores financial products on multiple parameters, giving relevant weights to each of the listed parameters, such as:

• Track record of the product – how long has it been around?
• Assets under management – how big is it – for example, the size of a mutual fund
• Liquidity – how easy is it to move in or out of the product?
• Consistency of performance – how much have the returns fluctuated?
• The risk associated with the product – what risks impact the product?
• Quality of underlying assets – we assess how risky the underlying assets are – for example, by considering bond ratings in the case of debt funds

With such a scientific and detailed approach Scripbox ensures:

• Bias free product selection – commissions don’t sway our decisions
• Minimal human intervention and thus minimal impact of emotions and behavioral biases
• Consideration of the maximum number of factors that can impact an investment product
• Application of logic to investment product selection 

Our investment product selection science helps us help you, without biases clouding the evaluation.

Explore Scripbox Recommended Funds