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Franklin India Feeder - Franklin U.S. Opportunities Fund

Growth
OtherFoFs (Overseas)
Mid-size FundAssets Under Mgmt: ₹ 3,775 Cr
Very High RiskPrinciple investment will be at very high risk
81.991.04% (+0.84)

Price Chart

High
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Returns
0.00%
1M
6M
1Y
3Y
5Y
Max
SIP
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1M
6M
1Y
3Y
5Y
Max
SIP

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OtherFoFs (Overseas)
Mid-size FundAssets Under Mgmt: ₹ 3,775 Cr
Very High RiskPrinciple investment will be at very high risk

Key Metrics

Expense RatioExpense RatioNo LabelNo LabelNo LabelNo Label
0.611.39
No LabelNo LabelNo LabelNo LabelNo LabelNo Label
1.114.210.66

Scheme Info

PlanPlanLock inLock inExit LoadExit Load
Growth0 yrs1.00%
1% on or before 1Y
SIP Inv.SIP Inv.Min. LumpsumMin. Lumpsum
Allowed₹ 5,000
Initial: ₹ 5,000 Incremental: ₹ 1,000
BenchmarkBenchmark
Russell 3000 Growth Index

About FoFs (Overseas)

FoFs (Overseas) invest in mutual funds operating in the foreign countries. They offer the opportunity to yield higher returns through the best performing funds and bonds of different countries.

Peers & Comparison

Comparing 3 mutual funds from 
OtherFoFs (Overseas)
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Mutual Fund1Y Returns1Y Returns3Y CAGR3Y CAGRLife CAGRLife CAGR
Franklin India Feeder - Franklin U.S. Opportunities Fund31.02%8.96%17.81%
Motilal Oswal Nasdaq 100 FOF53.89%20.26%27.85%
Kotak NASDAQ 100 FoF30.32%15.86%17.22%
Edelweiss US Technology Equity FOF30.68%11.32%23.46%

Price Comparison

Compare Franklin India Feeder - Franklin U.S. Opportunities Fund with any MF, ETF, stock or index
Compare Franklin India Feeder - Franklin U.S. Opportunities Fund with any MF, ETF, stock or index
Franklin India Feeder - Franklin U.S. Opportunities Fund
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Asset Allocation

Actual

Target

Mar 2024

Jun 2024

Sep 2024

Nov 2024

ACTUAL
Cash & EquivalentsMutual Funds1.21%98.79%

Mar 2024

Jun 2024

Sep 2024

Nov 2024

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Sector Distribution

Others100.00 %

Mar 2024

Jun 2024

Sep 2024

Nov 2024

Tickertape Separator

Sector Weightage

Sep 23Dec 23Mar 24Jun 24Sep 24Nov 24100.00%100.00%100.00%100.00%100.00%100.00%
Others as a % of total holdings for last six quarters
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Current Holdings

Others

  • Constituent
    Holding Weight
    3M Change
  • Franklin U.S. Opportunities Fund, Class I (Acc)
    3M change : -0.39 %

    Holdings

    98.79 %

    -0.39 %
  • Call, Cash & Other Assets
    3M change : 0.39 %

    Holdings

    1.21 %

    0.39 %

AMC Profile

Franklin Templeton Investments began its operations in India back in 1996 under the name Templeton Asset Management India Pvt. Ltd. The trust, Franklin Templeton Mutual Fund, is registered with SEBI under the registration number MF/026/96/8.

  • No.of Schemes

    36

  • Total AUM

    ₹ 1,13,599.13 Cr.

Fund Manager Profile

Sandeep Manam

AUM:  ₹90,081.91 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 12yrs

Manager Performance (0)

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Tax Implications

Invested period < 2 years

Gains are added to taxable income and taxed according to the individual’s income tax slab

Invested period > 2 years(Investments before 1st April 2023)

Gains are treated as long-term capital gains and taxed at 12.5%

Invested period > 2 years(Investments from 1st April 2023 redeemed till 31st March 2025)

Gains are added to taxable income and taxed according to the individual’s income tax slab

Invested period > 2 years(Investments from 1st April 2023 redeemed after 31st March 2025)

Gains are treated as long-term capital gains and taxed at 12.5%

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Monthly Investment Amt. (₹)

Investment period (years)

CAGR (%)
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Annual Income
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