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 - IDCW 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: 12.99%.

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

Latest NAV

₹94.2151

As of

2 Jun 2026

3,448 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	+0.63%	+0.09%	+0.55	9 / 25	Q2
1W	+1.82%	+0.93%	+0.89	9 / 25	Q2
2W	+4.63%	-2.39%	+7.02	5 / 26	Q1
1M	+6.95%	-1.98%	+8.93	6 / 26	Q1
3M	+18.36%	-0.35%	+18.71	2 / 26	Q1
6M	+16.00%	+2.63%	+13.36	6 / 26	Q1
YTD	+16.90%	+5.94%	+10.97	7 / 26	Q2
1Y	+30.43%	+14.34%	+16.09	8 / 25	Q2
2Y	+21.64%	+5.26%	+16.38	6 / 25	Q1
3Y	+24.32%	+5.41%	+18.91	5 / 25	Q1
4Y	+21.05%	+3.49%	+17.56	2 / 25	Q1
5Y	+12.99%	+6.62%	+6.37	4 / 23	Q1
7Y	+17.66%	+10.73%	+6.93	1 / 15	Q1
10Y	+16.70%	+11.21%	+5.49	1 / 10	Q1
Inception	+16.65%	+2.25%	+14.40	2 / 26	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	+16.90%	+19.40%	-2.49	5 / 9
2025	+11.36%	+32.40%	-21.05	9 / 9
2024	+29.45%	+6.26%	+23.18	1 / 9
2023	+37.86%	+14.97%	+22.89	1 / 11
2022	-30.35%	-16.19%	-14.16	8 / 10
2021	+17.89%	+8.26%	+9.63	6 / 12
2020	+45.22%	+18.86%	+26.36	2 / 14
2019	+34.21%	+26.46%	+7.75	2 / 14
2018	+5.92%	-6.08%	+12.00	2 / 14
2017	+17.82%	+16.48%	+1.35	8 / 15
2016	-0.77%	+13.28%	-14.06	13 / 15

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

+17.61%

163 windows

min -33.1% · max 52.9%

86% positive

3-Year rolling

+15.12%

138 windows

min 2.3% · max 33.1%

100% positive

5-Year rolling

+14.83%

114 windows

min 8.8% · max 24.7%

100% positive

7-Year rolling

+15.40%

90 windows

min 10.2% · max 19.0%

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

16.22%

3-year · annualised

Sharpe ratio

1.03

vs risk-free 6.5%

Sortino ratio

2.05

Downside-only deviation

Max drawdown

-24.24%

Feb 2025 → Apr 2025

% positive months

69.4%

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
SBI US Specific Equity Active FoF- Direct Plan - Income Distribution cum Capital Withdrawal Option (IDCW)	SBI	₹25.8965	2 Jun 2026
ICICI Prudential Global Stable Equity Fund (FOF) - Direct - IDCW	ICICI Prudential	₹34.3100	2 Jun 2026
Invesco India - Invesco Global Consumer Trends Fund of Fund - Direct Plan - IDCW (Payout / Reinvestment)	Invesco	₹15.2620	2 Jun 2026
Bandhan US specific Equity Active FOF - IDCW - DIRECT PLAN	Bandhan	₹21.5740	2 Jun 2026
Aditya Birla Sun Life Global Emerging Opportunities Fund - Direct - IDCW	Aditya Birla Sun Life	₹32.9488	2 Jun 2026
Kotak Global Emerging Market Overseas Equity Omni FOF - Payout of Income Distribution cum capital withdrawal option - Direct	Kotak	₹46.2960	2 Jun 2026
DSP BlackRock World Energy Fund - Regular Plan - Dividend	DSP BlackRock	₹21.6135	2 Jun 2026
DSP Global Clean Energy Overseas Equity Omni FoF - Direct Plan - IDCW	DSP	₹22.9501	2 Jun 2026
HSBC Asia Pacific IDCW Yield Fund Direct Plan IDCW	HSBC	₹27.1906	2 Jun 2026
Baroda BNP Paribas Aqua Fund of Fund - Direct Plan - IDCW Option	Baroda BNP Paribas	₹15.9999	2 Jun 2026

Recent NAVs

Date	NAV
2 Jun 2026	₹94.2151
1 Jun 2026	₹93.6209
29 May 2026	₹93.1934
27 May 2026	₹92.7151
26 May 2026	₹92.5318
22 May 2026	₹91.3888
21 May 2026	₹91.4806
20 May 2026	₹91.8138
19 May 2026	₹90.0465
18 May 2026	₹90.5927

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 02 Jun 2026, the NAV of Franklin U.S. Opportunities Equity Active Fund of Funds - IDCW is ₹94.2151. It's a Fund of Funds - Overseas from the fund house, run as a Unknown plan IDCW (dividend) option. NAVs update once per business day from the AMFI feed.

Franklin U.S. Opportunities Equity Active Fund of Funds - IDCW has NAV history starting from 14 Feb 2012, a track record of about 14 years 3 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 - IDCW 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 - IDCW has delivered a absolute return of 30.43% — +16.09 pp ahead of the Fund of Funds - Overseas category average of 14.34%. The fund ranks #8 of 25 in its category — the second (Q2) quartile.

Over the trailing 3-year window, Franklin U.S. Opportunities Equity Active Fund of Funds - IDCW has delivered a CAGR of 24.32% — +18.91 pp ahead of the Fund of Funds - Overseas category average of 5.41%. The fund ranks #5 of 25 in its category — the top (Q1) quartile.

Over the trailing 5-year window, Franklin U.S. Opportunities Equity Active Fund of Funds - IDCW has delivered a CAGR of 12.99% — +6.37 pp ahead of the Fund of Funds - Overseas category average of 6.62%. The fund ranks #4 of 23 in its category — the top (Q1) quartile.

₹1 lakh invested in Franklin U.S. Opportunities Equity Active Fund of Funds - IDCW exactly 10 years ago would be worth approximately ₹468,395 today — a multiplier of 4.68×, based on the 10-year CAGR of 16.70%. The category average over the same window would have grown ₹1 lakh to ₹289,295.

A ₹10,000 monthly SIP in Franklin U.S. Opportunities Equity Active Fund of Funds - IDCW over the last 5 years — total invested ₹600,000 — would be worth ₹977,832 today. That's an XIRR (money-weighted annualised return) of 19.61%.

A ₹10,000 monthly SIP for 10 years in Franklin U.S. Opportunities Equity Active Fund of Funds - IDCW = ₹1,200,000 invested. It would currently be worth ₹2,951,967 (multiplier 2.46×). XIRR: 17.14%. 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 - IDCW ranks #4 out of 23 funds in the Fund of Funds - Overseas category — that places it in the top quartile (Q1) — strong outperformance. The category average return over the same window is 6.62%; this fund delivered 12.99%.

The worst peak-to-trough decline Franklin U.S. Opportunities Equity Active Fund of Funds - IDCW 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 - IDCW averaged 14.83% (best 24.73%, worst 8.85%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.38 — weak risk-adjusted performance.

In calendar year 2025, Franklin U.S. Opportunities Equity Active Fund of Funds - IDCW returned 11.36% — lagging the Fund of Funds - Overseas category average of 32.40% by 21.05 pp. It ranked #9 of 9 in its category that year.

Franklin U.S. Opportunities Equity Active Fund of Funds - IDCW 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 - IDCW 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: 12.99%.

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 - IDCW

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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