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
SBI Mutual Fund
| 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y |
|---|---|---|---|---|---|---|---|
| -0.11% | +6.15% | +2.87% | -0.80% | +6.84% | +15.67% | +13.34% | +13.13% |
Breakdown
Simulated ₹10,000/month systematic investment plan, computed from NAV history.
1 Year SIP
+5.43%
₹1.24 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)
+6.84%
Rank #3 of 8
Category average (1Y)
+7.98%
Quartile Q2
Beats 63% of other equity funds on 1Y return.
Poor risk-adjusted returns
Sharpe ratio of 0.03 means you’re not being adequately compensated for the risk taken.
Estimated corpus
₹4.28 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 6.8% · Risk (std dev) 10.1%
Safe but slow
Stable but modest returns — suits capital preservation.
Sharpe ratio of 0.03 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 13.2%.
Based on 1Y max drawdown of -9.9% versus a typical market correction of ~-15%. Historical fall ratio ≈ 0.66× market. Above-average protection.
⚠️ Estimate, not a guarantee. Actual market falls vary.
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