Franklin U. S. Opportunities Equity Active Fund of Funds
Open in live screener →Key metrics
Further reading: Median maximum drawdown by fund category, measured across 1,767 funds
Trailing returns
| Period | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
|---|---|---|---|---|---|---|---|---|---|
| Return | -4.02% | -6.99% | -4.04% | 1.77% | 10.54% | 22.84% | 8.69% | 16.93% | 16.73% |
NAV history
About this fund
Franklin U. S. Opportunities Equity Active Fund of Funds is a international fund offered by Franklin Templeton Mutual Fund, classified under FoF as Other Scheme - FoF Overseas. It adds global exposure but also currency and foreign-market risk. Its latest NAV is ₹100.36, with assets under management of about ₹5,471 Cr (April - June 2026).
Further reading: What a category rank actually tells you
Performance analysis
Over the trailing one year, Franklin U. S. Opportunities Equity Active Fund of Funds has recorded a return of about 10.5%, with a three-year return of 22.8% and a five-year return of 8.7%. Its annualised volatility is 21.9% — relatively large fluctuations — and its Sharpe ratio is 0.18, a measure of return per unit of risk taken. The direct-plan base expense ratio is 0.46%, deducted daily from the NAV.
Further reading: Reading a fund page: what each number does and doesn't say
Rolling returns
| Window | Avg | Median | Min | Max | % Pos | % >12 |
|---|---|---|---|---|---|---|
| 1Y | 18.99 | 20.00 | -36.16 | 73.80 | 87% | 70% |
| 3Y | 17.17 | 18.86 | 1.03 | 37.01 | 100% | 65% |
| 5Y | 15.36 | 14.09 | 8.69 | 26.93 | 100% | 76% |
| 7Y | 16.67 | 16.84 | 13.29 | 20.31 | 100% | 100% |
| 10Y | 17.42 | 17.41 | 16.73 | 18.10 | 100% | 100% |
Further reading: Why a single trailing return misleads, measured across 830 funds
Frequently asked questions
Compare with peers
Further reading: Every fund measured against the best performer in its own category
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y | TER % |
|---|---|---|---|---|---|---|---|---|
| DSP US Specific Equity Omni FoF Other Scheme - FoF Overseas | -3.77 | -2.79 | 6.95 | 30.30 | 28.41 | 17.87 | 18.81 | 1.37 |
| DSP Global Clean Energy Overseas Equity Omni FoF Other Scheme - FoF Overseas | -8.26 | -11.86 | -10.67 | 13.82 | 19.99 | 7.74 | 8.02 | 1.65 |
| DSP World Gold Mining Overseas Equity Omni FoF Other Scheme - FoF Overseas | -13.94 | 5.60 | -11.29 | 17.65 | 49.17 | 25.04 | 15.35 | 1.61 |
| DSP World Mining Overseas Equity Omni FoF Other Scheme - FoF Overseas | -11.29 | -1.88 | -9.13 | 31.12 | 28.38 | 17.03 | 17.30 | 1.57 |
| Sundaram Global Brand Theme-Equity Active FOF Other Scheme - FoF Overseas | -1.15 | 1.98 | 6.71 | 15.64 | 20.59 | 12.31 | 12.74 | 1.28 |
| Kotak Global Emerging Market Overseas Equity Active FOF Other Scheme - FoF Overseas | -12.03 | -7.27 | -1.73 | 22.19 | 24.47 | 9.63 | 10.82 | – |
| HSBC Brazil Fund Other Scheme - FoF Overseas | 8.79 | 12.68 | 2.60 | 46.16 | 22.16 | 16.25 | 5.48 | 0.78 |
| HSBC Global Emerging Markets Fund Other Scheme - FoF Overseas | -11.58 | -7.90 | -1.65 | 26.26 | 27.26 | 10.01 | 11.23 | 0.43 |
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y | TER % |
|---|---|---|---|---|---|---|---|---|
| Templeton India Value Fund Equity Scheme - Value Fund | -3.46 | -5.52 | -8.04 | -9.63 | 8.09 | 10.74 | 12.42 | 0.80 |
| Franklin India Gilt Fund Debt Scheme - Gilt Fund | -0.72 | -0.65 | 1.71 | 3.71 | 6.19 | 5.24 | 5.39 | – |
| Franklin India Money Market Fund Debt Scheme - Money Market Fund | 0.33 | 1.57 | 3.16 | 6.42 | 7.34 | 6.66 | 6.75 | 0.12 |
| Franklin India Floating Interest Rates Fund Debt Scheme - Floater Fund | 0.09 | 0.78 | 2.66 | 5.92 | 7.93 | 7.11 | 6.90 | – |
| Franklin India Large & Mid Cap Fund Equity Scheme - Large & Mid Cap Fund | -7.37 | -7.31 | -5.53 | -9.87 | 9.16 | 7.23 | 10.86 | 1.07 |
| Franklin India Small Cap Fund Equity Scheme - Small Cap Fund | -7.12 | -6.44 | -2.50 | -1.96 | 9.23 | 13.82 | 13.97 | 0.76 |
| Franklin India Dividend Yield Fund Equity Scheme - Dividend Yield Fund | -3.86 | -4.71 | -6.17 | -6.68 | 10.06 | 10.40 | 13.58 | 1.05 |
| Franklin India Large Cap Fund Equity Scheme - Large Cap Fund | -3.72 | -4.49 | -5.00 | -8.28 | 8.63 | 6.36 | 10.26 | 0.94 |
