Franklin U. S. Opportunities Equity Active Fund of Funds
Direct · Growth ₹98.17
11 Nov 2026
NAV
15.8%
3Y CAGR
15.6%
5Y CAGR
15.3%
10Y CAGR
15.8%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
6.90
Sharpe
-38.4%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
0.61%
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹13.00 L | 18.2% | -49.5% | 75.2% |
| 3 Years | ₹36.00 L | ₹45.87 L | 16.1% | -9.4% | 37.4% |
| 5 Years | ₹60.00 L | ₹88.33 L | 16.4% | 3.2% | 30.1% |
| 7 Years | ₹84.00 L | ₹1.49 Cr | 16.5% | 8.4% | 25.4% |
| 10 Years | ₹1.20 Cr | ₹2.76 Cr | 15.4% | 10.5% | 18.3% |
| 12 Years | ₹1.44 Cr | ₹4.03 Cr | 16.1% | 12.7% | 17.6% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | NIFTY 50 | Category avg | Fund edge |
|---|---|---|---|---|
| 1 Year | 18.2% | 14.3% | 24.0% | +3.9% |
| 3 Years | 16.1% | 11.0% | 16.6% | +5.0% |
| 5 Years | 16.4% | 10.4% | 13.4% | +6.0% |
| 7 Years | 16.5% | 10.6% | 11.4% | +5.9% |
| 10 Years | 15.4% | 11.4% | 11.5% | +3.9% |
| 12 Years | 16.1% | 11.3% | 12.5% | +4.7% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 17.7% | 17.6% | -36.2% | 73.8% | 0.62 | 1.32 | 85% | — | — |
| 3 Years | 15.8% | 15.2% | 1.4% | 35.9% | 1.27 | 17.70 | 100% | — | — |
| 5 Years | 15.6% | 15.1% | 6.7% | 26.9% | 2.25 | — | 100% | — | — |
| 10 Years | 15.3% | 15.3% | 12.1% | 18.1% | 6.90 | — | 100% | — | — |
-38.4%
Max Drawdown
7 mo
Drawdown Duration
20 mo
Recovery Time
-6.8%
Avg Drawdown
Calmar Ratio by Duration
0.46
1Y
0.41
3Y
0.41
5Y
0.43
7Y
0.40
10Y
0.41
12Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +1.62 | 0.05 | 17.8% | 6.6% | 7.7% | -1.7% |
| 3 Years | +12.49 | 0.08 | 29.2% | 4.8% | 19.2% | 9.1% |
| 5 Years | +1.18 | 0.17 | 30.7% | 19.9% | 7.8% | 7.2% |
| 7 Years | +8.15 | 0.25 | 29.9% | 13.2% | 15.8% | 11.3% |
| 10 Years | +9.06 | 0.20 | 25.5% | 6.6% | 16.6% | 11.8% |
| 12 Years | +7.60 | 0.21 | 25.8% | 9.1% | 14.8% | 9.7% |
| 15 Years | +8.24 | 0.17 | 22.4% | 3.6% | 15.3% | 10.0% |