OtherFoF OverseasDirect · Growth
Franklin U.S. Opportunities Equity Active Fund of Funds - Direct - Growth
Franklin Templeton · Scheme 118551
₹105.71▲ 2.52%NAV · 2026-08-05
Decent FundScore
AUM
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Expense ratio
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3Y CAGR
22.8%
Risk level
Very High
Min SIP
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Benchmark
Underlying index
NAV Growth
Loading NAV history…
Historical returns
| Period | Return |
|---|---|
| 1 Month | +1.35% |
| 3 Months | +4.76% |
| 6 Months | +17.13% |
| 1 Year | +19.10% |
| 3 Years (CAGR) | +22.81% |
| 5 Years (CAGR) | +10.63% |
| 10 Years (CAGR) | +17.42% |
| Since Launch | +17.73% |
Returns ≥ 1 year are annualised (CAGR); shorter periods are absolute. Past performance does not guarantee future returns.
FundScore breakdown
Six explainable dimensions. How the score works →
Returns66
Consistency75
Risk-adjusted31
Downside protection39
Cost efficiency80
Portfolio quality50
Why this fund scores well
- ✓ 3Y CAGR: +22.8%
- ✓ 10Y CAGR: +17.4%
- ✓ Positive 3Y windows: 100% of rolling 3Y windows positive
- ✓ Return stability: rolling-return std 7.3%
- ✓ Direct plan: no distributor commission
What to watch
- • 5Y CAGR vs category: -1.0% vs category avg
- • 1Y return vs category: -13.1% vs category avg
- • Sharpe ratio: 0.61
- • Sortino ratio: 0.80
Risk metrics
Sharpe ratio
0.61
Sortino ratio
0.80
Volatility
21.02%
Max drawdown
-38.41%
Downside capture
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SIP return calculator
Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.
Portfolio & holdings
Top holdings, sector allocation and market-cap split require a paid factsheet feed and are coming soon. Everything above is computed from official daily NAV history and is fully real.