Other Scheme - FoF OverseasFranklin Templeton Mutual Fund

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

₹106.0056▲ 1.2120 (1.16%)

Scheme Type

Open Ended Schemes

NAV History

+28.10%

365 data points · Period:1Y

Returns

CAGR

+1.16%

+0.32%

-1.20%

+23.35%

+23.22%

+10.63%

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

Growth of ₹10,000

Hypothetical

1Y Ago

₹12,810

+28.1%

3Y Ago

₹16,419

+64.2%

5Y Ago

₹41,631

+316.3%

Past performance ≠ future results

Fund Analytics

Score: 62.3 / 100

Performance

Total Returns

Simple return over period

+24.33%

CAGR

Compound annual growth rate

+24.33%

Growth of ₹10K

Hypothetical investment value

₹12,433

SIP XIRR

SIP internal rate of return

+27.10%

Risk

Volatility (Ann.)

Std deviation of returns

18.27%LOW

Max Drawdown

Worst peak-to-trough

-8.39%

Sharpe Ratio

Risk-adjusted return

1.00GOOD

Sortino Ratio

Downside risk-adjusted return

1.44AVG

Benchmark

Beta

Market sensitivity

0.03DEF

Alpha

Excess return vs benchmark

+18.70%

Tracking Error

Deviation from benchmark

21.86%

Information Ratio

Alpha per unit tracking error

0.86

Treynor Ratio

Return per unit systematic risk

526.23

Capture

Upside Capture

Participation in market gains

27.92%

Downside Capture

Participation in market losses

-10.06%

Rolling Returns

1Y Rolling CAGR

Avg 14.7% (-35.0% – 56.6%)

Risk-free rate: 6% (10Y G-Sec) · Benchmark: Nifty BeES ETF · As of 2026-07-09

vs Nifty 50

Pre-computed

PeriodFundNifty 50Alpha

1Y+24.3%-4.6%

+18.7%

3Y+23.6%+8.4%

+17.4%

5Y+10.8%+9.9%

+4.1%

Beta

1Y:0.033Y:0.115Y:0.19

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

₹1,88,289

Total Value

₹4,88,289

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