Franklin India Feeder Franklin US Opportunities Fund Dividend+1.60%

41.17%
1 Year Return
Others
FoF Overseas
2.0star
6M
1Y
3Y
5Y
All

Fund Details

Franklin India Feeder Franklin US Opportunities Fund Dividend

RiskHigh
Min SIP Amount₹500
Expense Ratio1.57%
NAV44.85 (30 Oct 2020)
Fund Started06 Feb 2012
Fund Size2,252 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Franklin India Feeder Franklin US Opportunities Fund Dividend
41.2%
23.4%
17.2%
19.0%
Category Average
10.9%
7.1%
8.3%
-
Rank within category
5
3
3
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    0
    with 41.2% annual returns

    Comparison

    Data not available
    Pros
    1. 1Y Returns are higher than the benchmark
    2. 3Y Returns are higher than the benchmark
    3. 1Y Returns are higher than the category average returns
    4. 3Y Returns are higher than the category average returns
    5. 5Y Returns are higher than the category average returns
    Cons
    1. Risk is higher compared to the benchmark
    2. 5Y Returns are lower than the benchmark
    3. Higher expense ratio - 1.57%

    Top Holdings

    NameSectorInstrument% Assets
    Franklin India Feeder Franklin US Opportunities FundFinancialForgn.MF- Equity100.0%

    Fund Managers

    addSrikesh Nair
    Education
    Mr. Nair is a B.S. Marine Engineering from BITS Pilani and holds a Post Graduate Diploma in Management from Management Development Institute, Gurgaon.
    Experience
    Prior to joining Franklin Templeton Asset Management (India) Pvt. Ltd. he has worked with Goldman Sachs Services Private Limited (Apr 2011 - May 2015) as an Analyst and Teekay Shipping (Oct 2007 - Apr 2008 ) as a Trainee Marine Engineer
    Funds Managed
    addPyari Menon
    Education
    Mr. Menon has done Master of Business Administration (The University of Melbourne) and Bachelor of Technology (IIT Madras).
    Experience
    Prior to joining Franklin Templeton Asset Management (India) Pvt. Ltd (April 2019- till date), he has worked with Tano Capital (September 2012 – December 2018), Daiwa Securities (November 2010-April 2012), Intellectual Ventures (March 2009-November 2010).
    Funds Managed
    addMayank Bukrediwala
    Education
    Mr. Bukrediwala has done PGDBM and Bachelor of Technology.
    Experience
    Prior to joining Franklin Templeton Mutual Fund he has worked with Goldman Sachs.
    Funds Managed

    Franklin India Feeder Franklin US Opportunities Fund Dividend Details

    Franklin India Feeder Franklin US Opportunities Fund Dividend is a Others Mutual Fund Scheme launched by Franklin Templeton Mutual Fund. This scheme was made available to investors on 06 Feb 2012. Srikesh Nair is the Current Fund Manager of Franklin India Feeder Franklin US Opportunities Fund Dividend fund.The fund currently has an Asset Under Management(AUM) of ₹2,252 Cr and the Latest NAV as of 30 Oct 2020 is ₹44.85.

    The Franklin India Feeder Franklin US Opportunities Fund Dividend is rated 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.

    Scheme Information Document(SID)

    ₹5000
    Min for First Investment
    ₹1000
    Min for Second Investment
    Exit load of 1% if redeemed within one year.
    Exit Load

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    About Franklin Templeton Mutual Fund

    Address
    Indiabulls Finance Centre; Tower 2, 12th and 13th Floor; Senapati Bapat Marg; Elphinstone Road (W) Mumbai 400013
    Phone
    022 - 67519100
    Launch Date
    19 Feb 1996
    Franklin Templeton Mutual Fund
    Asset Management Company
    Custodian
    Hongkong & Shanghai Banking Corporation
    Registrar & Transfer Agent
    Templeton
    Address
    Unit 301, III Floor, Campus 4B, RMZ Millenia Business Park, 143 Dr. MGR Road, Kandanchavadi
    Email
    NA
    Website
    NA
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