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  • Franklin India Feeder - Franklin US Opportunities Fund(G)

    Franklin India Feeder - Franklin U.S. Opportunities Fund(G)
    Dividend Yearly
    NA
    Category
    Equity - FOF
    52-week NAV high
    32.52  (As on 03-10-2018)
    52-week NAV low
    24.22  (As on 29-12-2017)
    Expense
    1.78%  (As on 31-10-2018)

    Performance

    1 mnth 3 mnth 6 mnth 1 yr 2 yr 3 yr 4 yr 5 yr 10 yr
    Fund Returns -5.56 -12.71 -3.51 14.51 16.71 10.96 10.71 10.99 -
    Scheme Details
    Fund Type
    Open Ended
    Investment Plan
    Growth
    Bonus
    NA
    Launch Date
    Feb 06, 2012
    Last Dividend
    NA
    Minimum Investment
    5000
  • Franklin India Feeder - Franklin US Opportunities Fund - Growth is offered by Franklin Templeton Mutual Fund, and is an open-ended fund of funds scheme that makes investments in units of Franklin U.S. Opportunities Fund. It is a profitable investment option for those who want capital growth in the long term.

    Investment Objective of Franklin India Feeder - Franklin US Opportunities Fund – Growth

    The investment objective of Franklin India Feeder - Franklin US Opportunities Fund – Growth is to generate capital growth through investment mainly in units of Franklin U.S. Opportunities Fund that makes investments mainly in instruments in the United States of America.

    Key Features of Franklin India Feeder - Franklin US Opportunities Fund - Growth

    Here are some of the key features of Franklin India Feeder - Franklin US Opportunities Fund - Growth:

    Type of Fund

    Open-ended fund of funds scheme

    Plans Available

    Growth Plan, Dividend Plan, Direct – Growth Plan, and Direct – Dividend Plan

    Options Under Each Plan

    The Dividend Plan comes with Payout and Reinvestment Options, and the Direct – Dividend Plan also comes with Payout and Reinvestment Options

    Systematic Investment Plan

    Available

    Systematic Transfer Plan

    Available

    Systematic Withdrawal Plan

    Available

    Investment Amount for Franklin India Feeder - Franklin US Opportunities Fund - Growth

    Minimum Application Amount

    Rs.5,000 and in multiples of Re.1 thereafter

    Minimum Additional Investment

    Rs.1,000 and in multiples of Re.1 thereafter

    Minimum Instalment for Systematic Investment Plans

    Rs.500

    Minimum Instalment for Systematic Withdrawal Plan

    -

    Entry Load

    Nil

    Exit Load

    1% of the applicable NAV for units that are switched out or redeemed before the completion of 3 years from the date of allotment

    Asset Allocation for Franklin India Feeder - Franklin US Opportunities Fund - Growth

    Instruments

    Allocations (Percentage of total assets)

    Risk Profile

    Units of Franklin U.S. Opportunities Fund

    95% to 100%

    Medium to High

    Money market and debt instruments

    0% to 5%

    Low to Medium

    Who can Invest in Franklin India Feeder - Franklin US Opportunities Fund - Growth?

    • Residents of India above 18 years of age
    • Parents or legal guardians for investments on behalf of minors
    • Public Sector Undertakings, Domestic corporate bodies, and companies registered in the country
    • Investment institutions, financial institutions, and banks
    • Religious, charitable and other trusts with the authorisation to make investments in units of mutual funds
    • Overseas Citizens of India and Non-Resident Indians
    • Foreign Institutional Investors and Foreign Portfolio Investors
    • Hindu Undivided Families
    • Qualified Foreign Investors
    • Partnership firms and sole proprietorships
    • Endowments or wakf boards, societies, Body of Individuals, Association of Persons, clubs and trusts with the authorisation to make investments in units of mutual funds
    • Industrial and/or scientific research organisations
    • Navy, air force, army and other paramilitary bodies and funds
    • Other bodies, institutions, associations, etc. with the authorisation to make investments in mutual funds
    • Any other corporate bodies or institutions or individuals with the approval of the Asset Management Company, provided they comply with the regulations set by the Securities and Exchange Board of India
    • Alternative investment funds or mutual fund schemes that comply with the regulations set by the Securities and Exchange Board of India

    NAV Disclosure and Benchmark for Franklin India Feeder - Franklin US Opportunities Fund - Growth

    The NAV of Franklin India Feeder - Franklin US Opportunities Fund - Growth shall be computed on every working day and should be published on the website of the Mutual Fund and the website of the Association of Mutual Funds in India. Considering the Franklin India Feeder - Franklin US Opportunities Fund - Growth is a fund of funds scheme which makes investments mainly in foreign unit trusts or mutual funds, the scheme’s NAV will be based on the underlying fund’s NAV, and shall be determined on a different time zone. The NAV of the scheme shall therefore be declared on the following working day by 10:00 a.m.

    The formula used to calculate the NAV of Franklin India Feeder - Franklin US Opportunities Fund - Growth is as follows:

    (Fair Value or Market Value of the Scheme’s investment + Current Assets – Current Liabilities and Provisions) / Number of units outstanding under the scheme

    The computation of the scheme’s NAV is calculated throughout the year and disclosed at the end of each business day.

    Benchmark Index of Franklin India Feeder - Franklin US Opportunities Fund - Growth:

    The benchmark adopted by Franklin India Feeder - Franklin US Opportunities Fund - Growth is Russell 3000 Growth Index.

    Franklin India Feeder - Franklin US Opportunities Fund - Growth Fund Manager

    Franklin India Feeder - Franklin US Opportunities Fund - Growth is managed by Srikesh Nair, who has over seven years of experience under his belt. He is responsible for fund management and investments and also for conducting equity research for the fund house. Mr. Nair is also the dedicated fund manager for investment in Foreign Securities for Franklin Equity Team in addition to being the fund manager of Franklin India Feeder - Franklin Europe Growth Fund.

    Investment Restrictions of Franklin India Feeder - Franklin US Opportunities Fund – Growth

    The following are some of the major investment restrictions of Franklin India Feeder - Franklin US Opportunities Fund - Growth:

    • The fund shall not make any investments in Fund of Funds scheme.
    • The scheme cannot invest over 10% of its Net Asset Value in debt securities issued by a single issuer if they are rated not below investment grade by a credit rating agency.
    • The scheme is restricted from making investments in unlisted securities of group companies or associates of the sponsor.
    • The scheme shall not make investments in securities issued by way of private placement by group companies or associates of the sponsor.
    • The scheme shall not make investments in listed securities of the sponsor that is more than 25% of the net assets.
    • The mutual fund is not allowed to advance loans for any reason.

    Dividend Policy of Franklin India Feeder - Franklin US Opportunities Fund – Growth

    Dividends under the scheme shall be declared by the trustee at any time and frequency it deems appropriate. The frequencies at which dividends can be declared include yearly, semi-annually, quarterly, monthly, weekly, and daily. Dividends will be distributed based on the availability and sufficiency of distributable surplus.

    Why you should invest in Franklin India Feeder - Franklin US Opportunities Fund – Growth

    Franklin Templeton has been in India for more than 20 years and over this period of time, it has grown into one of the most prominent fund houses in the country. Franklin India Feeder - Franklin US Opportunities Fund – Growth is a good investment option if you want capital growth in the long term. Since the risk levels associated with the scheme are quite high, the potential to generate exceptional returns are also quite high, making it an interesting long-term investment option.

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    GST rate of 18% applicable for all financial services effective July 1, 2017.

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