Other Scheme - FoF OverseasFranklin Templeton Mutual Fund

Franklin U.S. Opportunities Equity Active Fund of Funds - Direct - Growth

₹90.7863▲ 2.4148 (2.73%)

Scheme Type

Open Ended Schemes

NAV History

+15.96%

365 data points · Period: 1Y

Returns

CAGR

+2.73%

+0.59%

+3.27%

+36.51%

+21.36%

+9.93%

Returns over 1Y are annualized (CAGR). Past performance ≠ future results.

Growth of ₹10,000

Hypothetical

1Y Ago

₹11,596

+16.0%

3Y Ago

₹14,258

+42.6%

5Y Ago

₹26,553

+165.5%

Past performance ≠ future results

Fund Analytics

Score: 64.6 / 100

Performance

Total Returns

Simple return over period

+17.09%

CAGR

Compound annual growth rate

+17.09%

Growth of ₹10K

Hypothetical investment value

₹11,709

SIP XIRR

SIP internal rate of return

+7.17%

Risk

Volatility (Ann.)

Std deviation of returns

22.89%LOW

Max Drawdown

Worst peak-to-trough

-13.00%

Sharpe Ratio

Risk-adjusted return

0.48POOR

Sortino Ratio

Downside risk-adjusted return

0.68AVG

Benchmark

Beta

Market sensitivity

-0.08DEF

Alpha

Excess return vs benchmark

+10.61%

Tracking Error

Deviation from benchmark

26.75%

Information Ratio

Alpha per unit tracking error

0.40

Treynor Ratio

Return per unit systematic risk

-134.71

Capture

Upside Capture

Participation in market gains

6.16%

Downside Capture

Participation in market losses

-19.64%

Rolling Returns

1Y Rolling CAGR

Avg 15.4% (-35.0% – 76.9%)

Risk-free rate: 6% (10Y G-Sec) · Benchmark: Nifty BeES ETF · As of 2026-03-25

vs Nifty 50

Pre-computed

PeriodFundNifty 50Alpha

1Y+17.1%+0.1%

+10.6%

3Y+22.5%+12.2%

+15.8%

5Y+11.3%+11.0%

+4.4%

Beta

1Y: -0.083Y: 0.115Y: 0.18

Outperforming the Nifty 50 index

Pre-computed metrics. Benchmark: Nippon India ETF Nifty BeES. Alpha = Fund CAGR − Index CAGR.

SIP Calculator

Auto-filled

Monthly

₹500₹1L

Period

Return (%)•

Invested

₹3,00,000

Wealth Gained

₹1,24,017

Total Value

₹4,24,017

*Based on historical CAGR. Projections are illustrative, not guaranteed