Franklin U.S. Opportunities Equity Active FoF
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. The fund principally invests in small, medium and large capitalisation U.S. companies with strong growth potential across a wide range of sectors.
Growthvine rating: 4/5 — ranked #8 of 62 in category.
Fund basics
| Category | Equity: Global |
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| NAV | ₹91.57 (as of 2026-08-21) |
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| AUM | ₹5,800 Cr |
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| Expense ratio | 1.25% |
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| Riskometer | Very High |
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| Fund manager | Sandeep Manam |
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| Exit load | 1% for redemption within 365 days |
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Performance & risk
| 5-year annualised return | 9.17% |
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| Sharpe ratio | 0.74 |
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| Standard deviation | 17.96% |
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| Max drawdown | -38.78% |
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| Alpha | 0 |
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| Beta | 0 |
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Over 5 years, captured 67.1% of Nifty 500's upside and -10.2% of its downside.
Market cap allocation
| Large cap | 0.0% |
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| Mid cap | 0.0% |
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| Small cap | 100.0% |
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Concentration
| Top 5 holdings | 96.0% |
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| Top 10 holdings | 96.0% |
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| Total holdings | 1 |
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Top holdings
- Franklin U.S. Opportunities Fund, Class I (Acc) — 96.0%
- Net Asset — 4.0%
Top sectors
Calendar-year track record
| Year | Return | Quartile | Category rank |
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| 2026 (partial) | 13.6% | Q4 (Bottom) | #48 of 60 |
| 2025 | 11.4% | Q4 (Bottom) | #57 of 60 |
| 2024 | 27.1% | Q1 (Top) | #15 of 61 |
| 2023 | 37.9% | Q1 (Top) | #14 of 60 |
| 2022 | -30.3% | Q4 (Bottom) | #44 of 51 |