Franklin India Feeder - Franklin U.S. Opportunities Fund
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1–7 yearsInvestment Horizon
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Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Fund Performance
0.0% AnnuallyAlpha
+16.4% vs +9.9% benchmarkSince Inception
+20.3% vs +6.0% benchmark3Y Annualized
+8.7% vs +6.3% benchmark5Y Annualized
Franklin India Feeder - Franklin U.S. Opportunities Fund
Benchmark Index
Benchmark Performance Comparison
Franklin India Feeder - Franklin U S Opportunities Fund
NIFTY 50
Risk Profile
Standard Deviation19.2%
Sharpe Ratio0.38
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Portfolio Holdings Overview
SectoralAllocation
Geographic Allocation
International99.99971%
Top Stock Holdings
CompanySectorAllocation
Franklin US Opportunities I(acc)USDUtilities99.06%
Call, Cash & Other AssetsUtilities0.94%
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Total Expense Ratio (TER)1.53%
Exit Load1
Regulatory & Tax Information
INF090I01EW1
ISINDailyDealing Frequency
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)