Franklin U.S. Opportunities Equity Active Fund of Funds Direct Growth
Scheme code: INF090I01JR0
NAV value:
₹ 88.4201
NAV date: 18 March, 2026
TER: 0.60%
Fund option: Direct
Fund type: Growth
Asset class: Other
Asset category: FoF Overseas
Rolling returns
Summary
| Duration | Min (%) | Max (%) | Median (%) | Average return (%) | Category average return (%) |
|---|---|---|---|---|---|
| 1 year | -36.16 | 73.80 | 17.29 | 17.48 | 11.06 |
| 3 year | 1.42 | 35.92 | 13.82 | 15.27 | 8.98 |
| 5 year | 7.44 | 26.91 | 15.50 | 16.02 | 8.53 |
| 7 year | 10.26 | 21.11 | 16.86 | 16.38 | 8.57 |
| 10 year | 12.12 | 17.51 | 15.03 | 14.95 | 7.96 |
| 12 year | 14.01 | 18.25 | 15.68 | 15.78 | 7.57 |
Comparison vs benchmark returns
| Index | Metrics | ||||||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| NIFTY 50 |
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| NIFTY 100 |
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| NIFTY 200 |
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| NIFTY 500 |
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SIP rolling returns
Summary
If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.| Duration | Invested amount | Final value | Return | CAGR (%) |
|---|
Comparison vs benchmark returns
| Index | Metrics |
|---|
SIP return for 1 year
- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,95,502 - Absolute Returns: ₹95,502 - CAGR: %SIP return for 3 year
- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹45,43,054 - Absolute Returns: ₹9,43,054 - CAGR: %SIP return for 5 year
- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹88,83,764 - Absolute Returns: ₹28,83,764 - CAGR: %SIP return for 7 year
- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,49,83,175 - Absolute Returns: ₹65,83,175 - CAGR: %SIP return for 10 year
- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹2,67,06,011 - Absolute Returns: ₹1,47,06,011 - CAGR: %SIP return for 12 year
- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹3,96,52,050 - Absolute Returns: ₹2,52,52,050 - CAGR: %Drawdown Metrics
Max Drawdown
-38.41 %
Drawdown Duration
7 months
Recovery Time
20 months
Avg Drawdown
-6.96 %
Calmar Ratio by Duration
1
Y
0.4551
3
Y
0.3976
5
Y
0.4171
7
Y
0.4265
10
Y
0.3892
12
Y
0.4109
Benchmark Comparison
vs NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Benchmark CAGR |
|---|---|---|---|---|---|---|
| 1 year | 8.95 | -0.05 | 10.8 | -17.5 | 15.58 % | 4.00 % |
| 3 years | 15.13 | 0.12 | 37.6 | 7.9 | 22.21 % | 11.28 % |
| 5 years | 3.71 | 0.19 | 32.1 | 18.9 | 10.76 % | 9.44 % |
| 7 years | 8.43 | 0.23 | 28.1 | 11.2 | 15.92 % | 10.74 % |
| 10 years | 8.47 | 0.21 | 26.1 | 7.9 | 16.14 % | 12.06 % |
| 12 years | 6.07 | 0.21 | 26.1 | 7.9 | 13.31 % | 10.00 % |
| 15 years | 3.71 | 0.21 | 26.1 | 7.9 | 10.51 % | 7.92 % |