Franklin Templeton Mutual Fund
Franklin U.S. Opportunities Equity Active Fund of Funds - Direct8.0Q1★
- NAV
- ₹99.72
- Expense
- 0.6%
- AUM
- ₹446184.5 L Cr
- 1Y
- +36.3%
- 3Y
- +26.8%
- 5Y
- +11.1%
#1 of 8
Min SIP: ₹100Ideal: 5+ years
ICICI Prudential Mutual Fund
| 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y |
|---|---|---|---|---|---|---|---|
| -1.46% | +2.83% | +0.16% | -2.21% | +5.08% | +18.65% | +19.48% | +16.54% |
Breakdown
Simulated ₹10,000/month systematic investment plan, computed from NAV history.
1 Year SIP
+1.61%
₹1.21 L value on ₹1.20 L invested
3 Year SIP
—
Not enough NAV history yet.
5 Year SIP
—
Not enough NAV history yet.
This fund (1Y)
+5.08%
Rank #4 of 8
Category average (1Y)
+7.98%
Quartile Q2
Beats 50% of other equity funds on 1Y return.
Below category average
Returns of 5.1% trail the category average of 8.0% by 2.9%.
Poor risk-adjusted returns
Sharpe ratio of -0.15 means you’re not being adequately compensated for the risk taken.
Estimated corpus
₹5.10 L
How it stacks up vs alternatives
⚠️ Projection based on past CAGR. Actual returns may vary. Markets are subject to risk; past performance is not a guarantee of future results.
Return 5.1% · Risk (std dev) 9.8%
Safe but slow
Stable but modest returns — suits capital preservation.
Sharpe ratio of -0.15 confirms poor risk-adjusted returns.
NAV history
Use the SIP Calculator with this fund's historical CAGR to project a monthly investment.
Franklin Templeton Mutual Fund
Franklin U.S. Opportunities Equity Active Fund of Funds - Direct💡 Ratings are not guarantees. Past performance does not predict future results.
💡 Higher Sharpe = better risk-adjusted returns. Above 1.0 is good, above 2.0 is excellent. Drawdown is the worst peak-to-trough decline.
Portfolio holdings updated monthly
AMFI publishes scheme portfolios monthly. Check back after the next disclosure cycle for top holdings and sector allocation.
Fund manager allocates across market caps — flexibility depends on manager skill.
This is an Equity Fund.
💡 Worked example
Invest ₹1,00,000 and gain ₹25,000 over 2 years:
Applies to all equity funds — large cap, mid cap, small cap, flexi cap, ELSS, index, sectoral — and equity-oriented hybrids with >65% equity.
If the broader market falls 20%, this fund is expected to fall about 12.6%.
Based on 1Y max drawdown of -9.4% versus a typical market correction of ~-15%. Historical fall ratio ≈ 0.63× market. Above-average protection.
⚠️ Estimate, not a guarantee. Actual market falls vary.
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