Other Scheme - FoF OverseasFranklin Templeton Mutual Fund

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

₹104.0761▼ 0.1018 (0.10%)

Scheme Type

Open Ended Schemes

NAV History

+26.02%

365 data points · Period:1Y

Returns

CAGR

—

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

Growth of ₹10,000

Hypothetical

1Y Ago

₹12,602

+26.0%

3Y Ago

₹15,502

+55.0%

5Y Ago

₹33,969

+239.7%

Past performance ≠ future results

Fund Analytics

Score: 64.5 / 100

Performance

Total Returns

Simple return over period

+31.48%

CAGR

Compound annual growth rate

+31.48%

Growth of ₹10K

Hypothetical investment value

₹13,148

SIP XIRR

SIP internal rate of return

+30.93%

Risk

Volatility (Ann.)

Std deviation of returns

16.12%LOW

Max Drawdown

Worst peak-to-trough

-8.39%

Sharpe Ratio

Risk-adjusted return

1.58GOOD

Sortino Ratio

Downside risk-adjusted return

2.34GOOD

Benchmark

Beta

Market sensitivity

0.02DEF

Alpha

Excess return vs benchmark

+25.72%

Tracking Error

Deviation from benchmark

19.96%

Information Ratio

Alpha per unit tracking error

1.29

Treynor Ratio

Return per unit systematic risk

1036.70

Capture

Upside Capture

Participation in market gains

24.72%

Downside Capture

Participation in market losses

-20.53%

Rolling Returns

1Y Rolling CAGR

Avg 14.8% (-35.0% – 56.6%)

Risk-free rate: 6% (10Y G-Sec) · Benchmark: Nifty BeES ETF · As of 2026-05-22

vs Nifty 50

Pre-computed

PeriodFundNifty 50Alpha

1Y+31.5%-3.6%

+25.7%

3Y+26.0%+9.9%

+19.5%

5Y+13.5%+10.4%

+6.7%

Beta

1Y:0.023Y: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

₹1,61,247

Total Value

₹4,61,247

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