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Fund of Funds (Overseas)📊 Russell 3000 Growth Index

Franklin U S Opportunities Equity Active Fund of Funds · Regular · Growth

Franklin Templeton Mutual Fund

#37 of 52 (1Y)

NAV

₹92.5155

as of 16 Jun 2026

Expense Ratio

1.53%

AUM

₹4,479 Cr

Viewing Regular · Growth
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Lumpsum returns (CAGR)

1Y
+28.07%
3Y
+23.14%
5Y
+11.83%
Since Inception
+16.79%

SIP returns (XIRR)

1Y
+32.48%
3Y
+23.51%
5Y
+19.18%
Since Inception
+16.19%

Returns calculated from 06 February 2012 onwards due to a structural change in the scheme on that date. Earlier NAV history is preserved but excluded from multi-year return calculations. Periods spanning this date show —.

SIP since inception — what ₹100/month became

Real NAV backtest from day one

₹17,300

Invested

₹59,961

Value today

15.9%

XIRR (p.a.)

100/month SIP from fund inception · Current value as of today

Try SIP Calculator with this fund's history

5,000 lumpsum at launch — value today

Invested on the fund's first NAV date

₹5,000

Invested

₹45,715

Value today

16.6%

CAGR (p.a.)

One-time investment at fund inception · Growth purely from NAV appreciation

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₹10L corpus with ₹5,000/month withdrawals since inception

Corpus is still growing despite monthly payouts

₹10,00,000

Initial corpus

₹8,65,000

Withdrawn

₹61,45,019

Corpus left

+₹60,10,019 net gain — withdrew ₹8,65,000 AND corpus grew

Plan your SWP with real NAV

₹6L corpus via 12-month STP from a liquid fund at inception

₹50K/month transferred from HDFC Liquid → this fund at launch

₹6,00,000

Invested

₹50,88,993

Value today

-7.2%

vs lumpsum

Direct lumpsum would have beaten STP by 7.2% — but STP reduced timing risk

Model your own STP with real NAV

₹1 lakh on the worst crash day — 22 Mar 2020

Worst single-day Nifty drop during this fund's life

₹1,00,000

Invested

₹3,24,125

Value today

3.2×

Multiple

Staying invested through that crash turned ₹1L into ₹3,24,125 — a 3.2× return

Read: Staying invested through crashes

Risk Metrics

Trailing 1 year, annualised

0.55

Sharpe Ratio

Alpha

Beta

0.53

Sortino

22.84%

Std Dev

-24.24%

Max Drawdown

Portfolio Strategy

This is a Fund of Funds (FoF) that invests in units of other mutual funds rather than directly in equities or debt securities.

Tracks:Russell 3000 Growth Index

ETF, FoF, and index funds track an index or target fund — not individual securities. Portfolio performance is captured via NAV and benchmark returns shown above.

Performance Comparison

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Fund Details

Fund HouseFranklin Templeton Mutual Fund
CategoryFund of Funds (Overseas)
BenchmarkRussell 3000 Growth Index
Launch Date13 Jan 2012
AMFI Code116633
Transaction facts
Min. Lumpsum₹5,000
Min. SIP₹100

Available transactions

PurchaseSIPRedeemSWPSwitchSTPDemat

Investment Objective

Franklin U S Opportunities Equity Active Fund of Funds · Regular · Growth by Franklin Templeton Mutual Fund is a Fund of Funds (Overseas) fund that aims to generate optimal returns for investors based on its investment mandate. The fund follows a disciplined investment process aligned with SEBI regulations for the Fund of Funds (Overseas) category.

About This Fund

Franklin U S Opportunities Equity Active Fund of Funds · Regular · Growth is a Fund of Funds (Overseas) mutual fund offered by Franklin Templeton Mutual Fund. The fund has been operational for over 14 years. It manages assets worth ₹4,479 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against Russell 3000 Growth Index. The current expense ratio is 1.53%.

Who Should Invest?

  • Investors with a high risk appetite seeking long-term wealth creation
  • Investors with an investment horizon of 5 years or more
  • SIP investors who can benefit from rupee cost averaging during market fluctuations