Should I invest in Franklin U.S. Opportunities Equity Active Fund of Funds?

We don't give personal investment advice. Franklin U.S. Opportunities Equity Active Fund of Funds - Growth is suitable for an investor whose:understands what asset class this scheme actually invests in (check the factsheet)matches that asset class's volatility profile to their goal horizonCross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 38.8%. 5-year CAGR: 9.63%.

Franklin U.S. Opportunities Equity Active Fund of Funds - Growth

Latest NAV

₹90.4829

As of

17 Jul 2026

3,478 NAV records on file

NAV history & peer comparison

All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.

Period

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Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	-1.19%	-0.88%	-0.30	8 / 12	Q3
1W	-2.60%	-0.97%	-1.63	8 / 12	Q3
2W	-1.10%	-0.90%	-0.20	7 / 12	Q3
1M	-1.14%	-2.17%	+1.02	7 / 12	Q3
3M	+5.88%	+3.71%	+2.18	4 / 12	Q2
6M	+10.56%	+11.14%	-0.57	8 / 12	Q3
YTD	+12.27%	+14.64%	-2.37	8 / 12	Q3
1Y	+18.61%	+33.89%	-15.27	10 / 12	Q4
2Y	+14.74%	+21.01%	-6.28	10 / 12	Q4
3Y	+19.74%	+18.44%	+1.30	7 / 12	Q3
4Y	+20.71%	+17.80%	+2.91	3 / 12	Q1
5Y	+9.63%	+8.45%	+1.18	6 / 10	Q3
7Y	+15.77%	+11.36%	+4.41	1 / 8	Q1
10Y	+16.23%	+10.69%	+5.54	1 / 8	Q1
Inception	+16.17%	+10.87%	+5.30	3 / 12	Q1

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2026 YTD	+12.27%	+16.84%	-4.57	8 / 10
2025	+11.36%	+31.61%	-20.25	9 / 10
2024	+29.45%	+10.60%	+18.85	1 / 10
2023	+37.86%	+19.20%	+18.66	2 / 10
2022	-30.35%	-14.49%	-15.86	7 / 9
2021	+17.89%	+2.47%	+15.42	2 / 8
2020	+45.22%	+19.70%	+25.52	2 / 10
2019	+34.21%	+26.32%	+7.89	2 / 10
2018	+5.92%	-4.36%	+10.28	2 / 10
2017	+17.82%	+15.60%	+2.22	4 / 10
2016	-0.77%	+16.49%	-17.27	6 / 8

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+17.68%

164 windows

min -34.8% · max 72.2%

84% positive

3-Year rolling

+15.04%

140 windows

min 2.4% · max 29.4%

100% positive

5-Year rolling

+14.77%

115 windows

min 6.7% · max 24.7%

100% positive

7-Year rolling

+15.47%

91 windows

min 9.6% · max 19.6%

100% positive

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Risk profile

Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.

Std deviation

17.08%

3-year · annualised

Sharpe ratio

0.78

vs risk-free 6.5%

Sortino ratio

1.38

Downside-only deviation

Max drawdown

-24.24%

Feb 2025 → Apr 2025

% positive months

72.2%

Share of monthly returns > 0 over the 3-year window

Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.

Peers in Fund of Funds - Overseas

Scheme	Fund house	NAV	As of
HDFC Developed World Overseas Equity Passive FOF - Growth Option	HDFC	₹21.5270	16 Jul 2026
ICICI Prudential Global Stable Equity Fund (FOF) - Growth	ICICI Prudential	₹33.4800	17 Jul 2026
Kotak Global Emerging Market Fund - Dividend	Kotak Mahindra	₹37.9050	17 Jul 2026
HSBC Asia Pacific (Ex Japan) Dividend Yield Fund - Growth	HSBC	₹35.4671	17 Jul 2026
PGIM India Emerging Markets Equity Fund of Fund- Growth	PGIM India	₹21.2300	17 Jul 2026

Recent NAVs

Date	NAV
17 Jul 2026	₹90.4829
16 Jul 2026	₹91.5687
15 Jul 2026	₹93.0686
14 Jul 2026	₹93.1951
13 Jul 2026	₹91.5511
10 Jul 2026	₹92.8959
9 Jul 2026	₹92.9695
8 Jul 2026	₹91.9090
7 Jul 2026	₹90.9921
6 Jul 2026	₹92.6776

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

As of 17 Jul 2026, the NAV of Franklin U.S. Opportunities Equity Active Fund of Funds - Growth is ₹90.4829. It's a Fund of Funds - Overseas from the fund house, run as a Unknown plan Growth option. NAVs update once per business day from the AMFI feed.

Franklin U.S. Opportunities Equity Active Fund of Funds - Growth has NAV history starting from 14 Feb 2012, a track record of about 14 years 5 months. That's enough history to evaluate the fund across one or two market cycles. Look at rolling returns rather than point-to-point to judge consistency.

Franklin U.S. Opportunities Equity Active Fund of Funds - Growth is managed by the fund house. It's classified by AMFI under the 'Fund of Funds - Overseas' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, Franklin U.S. Opportunities Equity Active Fund of Funds - Growth has delivered a absolute return of 18.61% — -15.27 pp behind the Fund of Funds - Overseas category average of 33.89%. The fund ranks #10 of 12 in its category — the bottom (Q4) quartile.

Over the trailing 3-year window, Franklin U.S. Opportunities Equity Active Fund of Funds - Growth has delivered a CAGR of 19.74% — +1.3 pp ahead of the Fund of Funds - Overseas category average of 18.44%. The fund ranks #7 of 12 in its category — the third (Q3) quartile.

Over the trailing 5-year window, Franklin U.S. Opportunities Equity Active Fund of Funds - Growth has delivered a CAGR of 9.63% — +1.18 pp ahead of the Fund of Funds - Overseas category average of 8.45%. The fund ranks #6 of 10 in its category — the third (Q3) quartile.

₹1 lakh invested in Franklin U.S. Opportunities Equity Active Fund of Funds - Growth exactly 10 years ago would be worth approximately ₹450,015 today — a multiplier of 4.50×, based on the 10-year CAGR of 16.23%. The category average over the same window would have grown ₹1 lakh to ₹276,228.

A ₹10,000 monthly SIP in Franklin U.S. Opportunities Equity Active Fund of Funds - Growth over the last 5 years — total invested ₹600,000 — would be worth ₹929,909 today. That's an XIRR (money-weighted annualised return) of 17.56%.

A ₹10,000 monthly SIP for 10 years in Franklin U.S. Opportunities Equity Active Fund of Funds - Growth = ₹1,200,000 invested. It would currently be worth ₹2,772,817 (multiplier 2.31×). XIRR: 15.98%. Long-horizon SIP results matter more than point-to-point returns because they smooth out entry timing.

On a 5-year basis, Franklin U.S. Opportunities Equity Active Fund of Funds - Growth ranks #6 out of 10 funds in the Fund of Funds - Overseas category — that places it in the third quartile (Q3) — below the median. The category average return over the same window is 8.45%; this fund delivered 9.63%.

The worst peak-to-trough decline Franklin U.S. Opportunities Equity Active Fund of Funds - Growth has experienced over the last 5-year window is 38.78% — its NAV fell from a high on 16 Nov 2021 to a low on 16 Jun 2022. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 5-year rolling windows, Franklin U.S. Opportunities Equity Active Fund of Funds - Growth averaged 14.77% (best 24.75%, worst 6.72%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.23 — weak risk-adjusted performance.

In calendar year 2025, Franklin U.S. Opportunities Equity Active Fund of Funds - Growth returned 11.36% — lagging the Fund of Funds - Overseas category average of 31.61% by 20.25 pp. It ranked #9 of 10 in its category that year.

Franklin U.S. Opportunities Equity Active Fund of Funds - Growth doesn't fit cleanly into the standard Equity/Debt buckets in our taxonomy. Tax treatment depends on actual asset allocation as disclosed by the AMC — check the factsheet or AMFI's classification table.

We don't give personal investment advice. Franklin U.S. Opportunities Equity Active Fund of Funds - Growth is suitable for an investor whose:

understands what asset class this scheme actually invests in (check the factsheet)
matches that asset class's volatility profile to their goal horizon

Cross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 38.8%. 5-year CAGR: 9.63%.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.

Franklin U.S. Opportunities Equity Active Fund of Funds - Growth

NAV history & peer comparison

Returns matrix

Calendar-year returns

Rolling returns

SIP returns — historical "what if"

Risk profile

Peers in Fund of Funds - Overseas

Recent NAVs

Frequently asked questions

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