InvestVerdict
Franklin U. S. Opportunities Equity Active Fund of Funds
Direct Plan · IDCW · Mutual fund · Scheme code 118550
Fund houseFranklin Templeton Mutual Fund
CategoryMutual fund
Plan & optionDirect · IDCW
History13.7 years
Returns (%)
| 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | Launch | |
|---|---|---|---|---|---|---|---|---|---|
| This scheme | 6.24 | -5.78 | 11.48 | 11.27 | 20.83 | 9.06 | 16.28 | 16.68 | 17.16 |
Over a year annualised (CAGR), under a year absolute. Computed from AMFI's published NAV history for this scheme.
Risk
| Volatility | Sharpe | Sortino | Beta | Alpha | Max fall | R² | |
|---|---|---|---|---|---|---|---|
| This scheme | 20.6% | 0.70 | 0.99 | — | — | -38.4% | — |
Risk-free rate 6.5%. Beta, alpha and R² are regressed on the — months this scheme and its benchmark share.
Growth of ₹100 since launch
Drawdown from peak (%)
Every one-year period it has lived through
| Windows | Worst | Median | Best | Periods that lost money |
|---|---|---|---|---|
| 611 | -34.0% | 17.7% | 66.9% | 15% |
Every one-year holding period in this scheme's history, not just the last one — the spread a real investor would have met depending only on when they started.