Franklin U.S. Opportunities Equity Active Fund of Funds - Direct - Growth
Franklin Templeton Mutual Fund Other FoF Overseas
Expense Ratio
0.58%
AUM
₹1586.10 Cr
Plan Type
Direct
Market Cap
NA
Risk Level
High
Performance Analysis
NAV trends and returns overview
Returns Performance
Compound Annual Growth Rate (CAGR) across different periods
1 Month
+5.73%
Good
6 Months
+13.12%
Good
1 Year
+7.60%
Below Average
3 Years
+25.17%
Excellent
5 Years
+11.30%
Below Average
AUM Growth Analysis
Assets under management trends and growth patterns
Quarterly AUM Trend
Last 20 quarters
AUM Metrics
Key indicators
Current AUM
₹1586.10 Cr
Recent Trend
Growing
Stability Score
9.8
Growth Assessment
Excellent Growth
Growth Performance
Historical returns
1Y
Annual Growth
+27.40%
3Y
3Y CAGR
+44.37%
5Y
5Y CAGR
+130.46%
Growth Assessment: Excellent Growth
• Strong investor confidence with high inflows
• Low liquidity risk with stable flows
Risk Analysis
Volatility metrics and risk assessment indicators
Risk level: High - Higher risk with significant price movements
Volatility
23.00%
Annualized standard deviation
Sharpe Ratio
0.284
Poor - Risk-adjusted return
Max Drawdown
-38.40%
Very High - Worst decline
Consistency
69.0%
Performance consistency
Volatility Breakdown
Daily Volatility
1.45%
Average daily price movement
Annualized Volatility
23.00%
Expected annual price range
Risk Assessment Guide
• Volatility: Higher volatility means greater price fluctuations and investment risk
• Sharpe Ratio: Higher values indicate better risk-adjusted returns (>1.0 is good)
• Max Drawdown: Shows the largest peak-to-trough decline in value
• Consistency: Higher percentages indicate more predictable performance