Franklin U.S. Opportunities Equity Active Fund of Funds
Direct · Growth ₹106.06
07 Aug 2026
NAV
15.5%
3Y CAGR
15.9%
5Y CAGR
15.2%
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.
7.37
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.
NA
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 | ₹12.99 L | 18.2% | -49.5% | 75.2% |
| 3 Years | ₹36.00 L | ₹45.68 L | 16.0% | -9.4% | 37.4% |
| 5 Years | ₹60.00 L | ₹88.11 L | 16.3% | 3.2% | 30.1% |
| 7 Years | ₹84.00 L | ₹1.49 Cr | 16.5% | 8.4% | 25.4% |
| 10 Years | ₹1.20 Cr | ₹2.73 Cr | 15.2% | 10.5% | 18.3% |
| 12 Years | ₹1.44 Cr | ₹4.01 Cr | 16.0% | 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% | 14.4% | 16.9% | +3.7% |
| 3 Years | 16.0% | 11.1% | 17.5% | +4.8% |
| 5 Years | 16.3% | 10.4% | 14.4% | +5.8% |
| 7 Years | 16.5% | 10.6% | 10.5% | +5.9% |
| 10 Years | 15.2% | 11.5% | 10.3% | +3.7% |
| 12 Years | 16.0% | 11.4% | 11.5% | +4.6% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 17.7% | 17.7% | -36.2% | 73.8% | 0.62 | 1.30 | 85% | — | — |
| 3 Years | 15.5% | 14.4% | 1.4% | 35.9% | 1.24 | 16.99 | 100% | — | — |
| 5 Years | 15.9% | 15.3% | 7.4% | 26.9% | 2.35 | — | 100% | — | — |
| 10 Years | 15.2% | 15.2% | 12.1% | 18.1% | 7.37 | — | 100% | — | — |
-38.4%
Max Drawdown
7 mo
Drawdown Duration
20 mo
Recovery Time
-6.9%
Avg Drawdown
Calmar Ratio by Duration
0.46
1Y
0.40
3Y
0.41
5Y
0.43
7Y
0.39
10Y
0.41
12Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +14.06 | 0.14 | 28.9% | 1.4% | 19.7% | -0.1% |
| 3 Years | +15.91 | 0.15 | 41.4% | 12.3% | 22.6% | 7.8% |
| 5 Years | +3.72 | 0.20 | 34.5% | 21.1% | 10.6% | 8.6% |
| 7 Years | +9.68 | 0.24 | 30.3% | 12.0% | 17.6% | 12.4% |
| 10 Years | +9.99 | 0.21 | 27.0% | 7.3% | 17.4% | 10.9% |
| 12 Years | +8.89 | 0.21 | 26.6% | 8.5% | 16.2% | 10.2% |
| 15 Years | +8.85 | 0.18 | 23.4% | 3.6% | 15.9% | 9.8% |