Franklin India Feeder – Franklin U.S. Opportunities Fund

Growth Analysis, Returns, and SIP Performance | Franklin Templeton Mutual Fund

Investing wisely requires thorough research and understanding of the various investment options available in the market. Mutual funds stand out as one of the most preferred investment avenues due to their potential to offer attractive returns while spreading risks across diverse assets. Among the myriad of mutual fund options, the Franklin India Feeder – Franklin U.S. Opportunities Fund emerges as a compelling choice for investors seeking exposure to the growth opportunities in the U.S. market.

Fund Overview

Managed by Franklin Templeton Mutual Fund, the Franklin India Feeder – Franklin U.S. Opportunities Fund falls under the category of Fund of Funds. With a net asset value (NAV) of ₹64.7707 as of 21st March, 2024, this fund has showcased a growth rate of 0.45%. Notably, the fund holds a significant size of ₹3567.84 Crores, representing 5.37% of the total investments in its category.

Expense Ratio and Risk Profile

The fund maintains a competitive expense ratio of 1.52%, slightly higher than the category average of 1.08%. It’s essential to consider expense ratios as they directly impact the overall returns on investment. Additionally, the Franklin India Feeder – Franklin U.S. Opportunities Fund is classified as a high-risk investment, as indicated by its “Very High” risk-o-meter rating. Investors should assess their risk appetite before considering this fund for their portfolio.

Performance Analysis

Returns Snapshot

Understanding the historical performance of a mutual fund is crucial for making informed investment decisions. The Franklin India Feeder – Franklin U.S. Opportunities Fund has demonstrated commendable returns over various timeframes.

• 1 Week: The fund exhibited a 1.75% absolute return as of 14th March 2024, outperforming the category average of 1.22%.
• 1 Month: With a 6.60% absolute return since 21st February 2024, the fund surpassed the category average of 2.54%.
• 3 Months: Investors enjoyed a substantial 13.76% absolute return since 21st December 2023, compared to the category average of 4.74%.
• 6 Months: Over the last six months, the fund yielded impressive returns of 30.57%, outshining the category average of 12.36%.

Long-term Performance

For investors with long-term investment horizons, the Franklin India Feeder – Franklin U.S. Opportunities Fund has consistently delivered notable returns.

• 1 Year: The fund generated a remarkable 45.64% absolute return since March 2023, significantly outperforming its benchmark, the Russell 3000 Growth Index.
• 2 Years: Over a two-year period, investors witnessed a substantial 26.78% absolute return, showcasing the fund’s ability to deliver consistent growth.
• 5 Years: With an impressive absolute return of 115.63% since March 2019, the fund has proven its potential for long-term wealth creation.

SIP Returns Analysis

Systematic Investment Plans (SIPs) offer a disciplined approach to investing, allowing investors to benefit from rupee cost averaging and the power of compounding. The Franklin India Feeder – Franklin U.S. Opportunities Fund has delivered attractive SIP returns across various investment durations.

• 1 Year SIP: Investors initiating a SIP a year ago have witnessed a substantial 26.63% absolute return, reflecting the fund’s ability to generate wealth systematically.
• 2 Year SIP: Those who commenced a SIP two years ago have enjoyed a commendable 37.28% absolute return, underscoring the effectiveness of long-term investment strategies.
• 5 Year SIP: Over a five-year SIP period, investors have reaped significant rewards, with an impressive absolute return of 48.34%.

Scheme Details and Dividend Information

Scheme Composition

The Franklin India Feeder – Franklin U.S. Opportunities Fund primarily invests in an underlying fund, Franklin U.S. Opportunities Fund, which aims to provide capital appreciation by investing predominantly in equity securities of U.S.-based companies. By leveraging the expertise of Franklin Templeton’s fund managers, the scheme endeavors to capitalize on growth opportunities within the dynamic U.S. market.

Dividend Payouts

Investors should note that the Franklin India Feeder – Franklin U.S. Opportunities Fund may offer dividend payouts, subject to the availability of distributable surplus and the discretion of the fund managers. Dividends can serve as an additional source of income for investors and are typically distributed either in cash or reinvested to purchase more units of the fund.

Peer Comparison and Market Analysis

To gain deeper insights into the performance of the Franklin India Feeder – Franklin U.S. Opportunities Fund, investors can compare it against its peers within the same category. Conducting a comprehensive peer analysis enables investors to evaluate the fund’s performance relative to similar offerings in the market, facilitating informed decision-making.

Conclusion

In conclusion, the Franklin India Feeder – Franklin U.S. Opportunities Fund emerges as a compelling investment option for individuals seeking exposure to the growth potential of the U.S. market. With a robust track record of delivering attractive returns across various timeframes, coupled with the expertise of Franklin Templeton’s seasoned fund managers, this fund is well-positioned to cater to the long-term wealth creation objectives of investors. However, it’s imperative for investors to conduct their due diligence, assess their risk tolerance, and align their investment objectives before committing capital to this fund.

Invest with confidence, harness the growth opportunities of the U.S. market, and embark on a journey towards financial prosperity with the Franklin India Feeder – Franklin U.S. Opportunities Fund.