Fund Details
Franklin India Feeder Franklin US Opportunities Direct Fund IDCW
| Risk | Very High |
|---|---|
| Min SIP Amount | ₹500 |
| Expense Ratio | 0.55% |
| NAV | ₹54.39 (11 May 2021) |
|---|---|
| Fund Started | 02 Jan 2013 |
| Fund Size | ₹3,205 Cr |
Returns
Comparison
1. 3Y Returns are higher than the category average returns
2. 5Y Returns are higher than the category average returns
1. 1Y Returns are lower than the category average returns
2. Higher expense ratio - 1.58%
Top Holdings
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| Franklin India Feeder Franklin US Opportunities Fund | Financial | Forgn.MF- Equity | 100.0% |
Fund Managers
Franklin India Feeder Franklin US Opportunities Direct Fund IDCW Details
Franklin India Feeder Franklin US Opportunities Direct Fund IDCW is a Others Mutual Fund Scheme launched by Franklin Templeton Mutual Fund. This scheme was made available to investors on 02 Jan 2013. Srikesh Nair is the Current Fund Manager of Franklin India Feeder Franklin US Opportunities Direct Fund IDCW fund.The fund currently has an Asset Under Management(AUM) of ₹3,205 Cr and the Latest NAV as of 11 May 2021 is ₹54.39.
The Franklin India Feeder Franklin US Opportunities Direct Fund IDCW is rated Very High risk. Minimum SIP Investment is set to 500. Minimum Lumpsum Investment is 5000. Exit load of 1% if redeemed within one year.
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. The fund principally invests in small, medium and large capitalisation U.S. companies with strong growth potential across a wide range of sectors.
Tax Implications
Returns are taxed as per your Income Tax slab, if sold before 3 years. Negligible Tax (20% with indexation benefit) post 3 years.
