Franklin India Feeder - Franklin U.S. Opportunities Fund - Direct

Scheme Type
Open-ended
Scheme Category
Global - Other
Benchmark Type
Russell 3000 Growth Index
Scheme AUM (in Crs.)
₹ 707.27
Expense Ratio
0.94%
Scheme Class
Equity
AMC AUM (in Crs.)
₹ 109525
Min Subscription
₹ 5000
Min Addition Subscription
₹ 1000
Performance
Comparison
Portfolio
Details
Analysis
30.1596
(1.37 %)
NAV as on 2019-01-18
Returns
Fund
Franklin India Feeder - Franklin U.S. Opportunities Fund - Direct
1 Year
9.89%
3 Year
15.81%
5 Year
11.14%
AMC Details
amc launch date
Launch Date
19 Feb 1996
amc sponsor
Sponsor
NA
amc email
Email
amc phone
Phone
022 - 67519100
amc address
Address
Franklin Templeton Mutual Fund, -
Tax Implications
Short Term Capital Gain (Holding period < 12months):
17.16% - 17.94%
(15% + Surcharge @ 10%-15% + 4% Health & Education Cess.)
Long Term Capital Gain:
10% without indexation & without foreign currency conversion benefit + Surcharge @10%-15% + 4% Health & Education Cess
Taxation on Dividends:
10%
(Dividend Distribution Tax is paid by the mutual funds and not by investors.)
Risk
High
Exit Load
Exit load of 1%, if redeemed between (0-3) years. No Exit load, if redeemed after 3 years.
Scheme Information Document (SID)
Read mutual fund scheme information document on AMC website to know fund information in detail.
Objective
The Fund seeks to provide capital appreciation by investing predominantly in units of Franklin U. S. Opportunities Fund, an overseas Franklin Templeton mutual fund, which primarily invests in securities in the United States of America.
Suitability
This product is suitable for investors who are seeking
• This product is suitable for Investors who are seeking
• Long term capital appreciation. A fund of funds
• investing in an overseas equity fund.
SIP/Lump Sum Calculator
Enter Investment Amount
For how many years?
0.5 Yrs
1,000
Investment per month for 0.5 Years
6,175
Portfolio Value
175
Total Returns