Franklin Templeton Mutual Fund

Franklin U. S. Opportunities Equity Active Fund of Funds

Advertiser Disclosure: We earn commission from some partners. This doesn't affect our editorial independence. How we make money

Franklin U. S. Opportunities Equity Active Fund of Funds is a Hybrid fund managed by Franklin Templeton Mutual Fund.

Category: Hybrid
4/5
high Risk

1Y

0%

3Y

0%

5Y

0%

10Y

%

Since Inception

0%

Current NAV

₹103.49

Lumpsum

₹5,000

SIP

₹500/month

VIEW ON BROKER on Franklin Templeton Mutual Fund's website

Start SIP or make lumpsum investment

Investment Objective

To provide long-term capital appreciation by investing in a diversified portfolio of a mix of equity and debt instruments. The fund follows a Hybrid investment strategy managed by Franklin Templeton Mutual Fund.

Key Features

  • NAV: ₹103.49
  • Hybrid category fund
  • Managed by Franklin Templeton Mutual Fund
  • Min SIP: ₹500/month

Portfolio Holdings

Asset Allocation

Asset allocation data not available for this fund.

Top 5 Holdings

Sector Allocation

Strengths

    Limitations

      Fund Details

      Expense Ratio

      0%

      Exit Load

      Nil

      AUM

      ₹0 Cr

      Fund Manager

      Fund Management Team

      Why this card?

      Low Expense

      Calculated based on rewards, fees, and benefits analysis.

      4.6
      Pro Score
      Returns0/10
      Cost Efficiency10/10
      Rating8/10

      This card ranks in the Top 10% for cost efficiency.

      Start Investing

      SIP from ₹500/month

      VIEW ON BROKER on Franklin Templeton Mutual Fund's website

      Zero commission • Instant investment

      Suitable For

      • Balanced risk-return seekers
      • First-time mutual fund investors
      • Medium-term financial goals

      Tax Information

      Debt taxation: All gains taxed at income tax slab rate regardless of holding period.

      Important: InvestingPro.in is NOT a SEBI registered investment advisor. We provide decision support and educational content only. All financial decisions are made at your own risk.

      Fair Use: Brand names/logos are property of their owners, used here for comparison under Fair Use.

      AI Logic: "Smart Advisor" recommendations are simulated algorithmic suggestions, not personalized advice.

      Please consult a SEBI-registered investment advisor before making any financial decisions.

      Read full disclaimer

      Returns vs Benchmark (CRISIL Composite Bond)

      PeriodFranklin U. S. Opportunities Equity Active Fund of FundsCRISIL Composite BondDifference
      1Y0%——
      3Y0%——
      5Y0%——

      Return Calculator

      Monthly investment

      Based on 12% CAGR (estimated returns)

      PeriodInvestedValueGain
      1Y₹60,000₹64,047+₹4,047
      3Y₹1.8 L₹2.2 L+₹37,538
      5Y₹3.0 L₹4.1 L+₹1.1 L
      10Y₹6.0 L₹11.6 L+₹5.6 L
      15Y₹9.0 L₹25.2 L+₹16.2 L
      20Y₹12.0 L₹50.0 L+₹38.0 L

      Projections are illustrative. Mutual fund investments are subject to market risks. Past performance does not guarantee future returns.

      How to Invest in Franklin U. S. Opportunities Equity Active Fund of Funds

      1

      Complete KYC

      PAN + Aadhaar verification (one-time, 2 min)

      2

      Choose Plan

      Direct plan recommended (lower expense ratio)

      3

      Set SIP Amount

      Minimum ₹500/month

      4

      Start Investing

      Auto-debit from bank account every month

      Frequently Asked Questions

      Is Franklin U. S. Opportunities Equity Active Fund of Funds a good investment?

      Franklin U. S. Opportunities Equity Active Fund of Funds has delivered 0% returns over 3 years with a high risk profile. It's rated 4/5. Whether it's good for you depends on your investment horizon (we recommend 5+ years for equity funds) and risk tolerance.

      What is the minimum SIP amount for Franklin U. S. Opportunities Equity Active Fund of Funds?

      The minimum SIP amount is ₹500/month. For lumpsum investment, the minimum is ₹5,000.

      What is the expense ratio of Franklin U. S. Opportunities Equity Active Fund of Funds?

      The expense ratio is 0%. This is the annual fee charged by Franklin Templeton Mutual Fund for managing the fund. We recommend comparing with similar funds in the Hybrid category.

      Should I choose Direct or Regular plan?

      Direct plans have 0.5-1% lower expense ratios (no distributor commission). Over 10+ years, this difference compounds to lakhs. We always recommend Direct plans for informed investors.

      Can I withdraw from Franklin U. S. Opportunities Equity Active Fund of Funds anytime?

      Yes, you can redeem your investment anytime. Exit load: Nil. Redemption amount is typically credited within 1-3 business days.

      How are returns taxed?

      Debt taxation: All gains taxed at income tax slab rate regardless of holding period.

      Frequently Asked Questions

      Is Franklin U. S. Opportunities Equity Active Fund of Funds a good investment?›
      Franklin U. S. Opportunities Equity Active Fund of Funds has delivered 0% returns over 3 years with a high risk profile. It's rated 4/5. Whether it's good for you depends on your investment horizon (we recommend 5+ years for equity funds) and risk tolerance.
      What is the minimum SIP amount for Franklin U. S. Opportunities Equity Active Fund of Funds?›
      The minimum SIP amount is ₹500/month. For lumpsum investment, the minimum is ₹5,000.
      What is the expense ratio of Franklin U. S. Opportunities Equity Active Fund of Funds?›
      The expense ratio is 0%. This is the annual fee charged by Franklin Templeton Mutual Fund for managing the fund. We recommend comparing with similar funds in the Hybrid category.
      Should I choose Direct or Regular plan?›
      Direct plans have 0.5-1% lower expense ratios (no distributor commission). Over 10+ years, this difference compounds to lakhs. We always recommend Direct plans for informed investors.
      Can I withdraw from Franklin U. S. Opportunities Equity Active Fund of Funds anytime?›
      Yes, you can redeem your investment anytime. Exit load: Nil. Redemption amount is typically credited within 1-3 business days.
      How are returns taxed?›
      Debt taxation: All gains taxed at income tax slab rate regardless of holding period.
      InvestingPro Verdict

      Franklin U. S. Opportunities Equity Active Fund of Funds

      4.0
      Returns0.0/10
      Consistency5.0/10
      Expense Ratio10.0/10
      Fund Management8.0/10

      Franklin U. S. Opportunities Equity Active Fund of Funds is a Hybrid fund managed by Franklin Templeton Mutual Fund with an expense ratio of 0%. Best for investors with high risk appetite and long horizon.

      Reviewed by InvestingPro Editorial Team

      Was this article helpful?

      Start Your Investment Journey with Franklin U. S. Opportunities Equity Active Fund of Funds

      Build wealth systematically through SIP or invest lumpsum

      VIEW ON BROKER on Franklin Templeton Mutual Fund's website
      No paid rankings
      Methodology disclosed
      SEBI-compliant
      Editorial standards