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: 9.02%.

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

Latest NAV

₹87.9969

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%	-0.46%	-0.73	20 / 25	Q4
1W	-2.60%	+0.19%	-2.79	19 / 25	Q4
2W	-3.81%	-3.56%	-0.26	21 / 26	Q4
1M	-3.86%	-4.06%	+0.20	18 / 26	Q3
3M	+2.97%	-2.44%	+5.42	14 / 26	Q3
6M	+7.53%	-1.46%	+8.98	8 / 26	Q2
YTD	+9.19%	+4.04%	+5.15	9 / 26	Q2
1Y	+15.35%	+9.46%	+5.90	13 / 25	Q3
2Y	+13.15%	+3.14%	+10.01	12 / 25	Q2
3Y	+18.63%	+4.07%	+14.57	5 / 25	Q1
4Y	+19.88%	+3.90%	+15.98	2 / 25	Q1
5Y	+9.02%	+6.21%	+2.81	9 / 23	Q2
7Y	+15.31%	+9.87%	+5.44	1 / 15	Q1
10Y	+15.91%	+10.26%	+5.65	1 / 10	Q1
Inception	+15.95%	+2.05%	+13.89	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	+9.19%	+13.92%	-4.73	7 / 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

+17.66%

164 windows

min -34.8% · max 72.2%

84% positive

3-Year rolling

+15.03%

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

+15.46%

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

17.30%

3-year · annualised

Sharpe ratio

0.72

vs risk-free 6.5%

Sortino ratio

1.25

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
SBI US Specific Equity Active FoF- Direct Plan - Income Distribution cum Capital Withdrawal Option (IDCW)	SBI	₹25.0358	17 Jul 2026
ICICI Prudential Global Stable Equity Fund (FOF) - Direct - IDCW	ICICI Prudential	₹36.3700	17 Jul 2026
Invesco India - Invesco Global Consumer Trends Fund of Fund - Direct Plan - IDCW (Payout / Reinvestment)	Invesco	₹13.0237	17 Jul 2026
Bandhan US specific Equity Active FOF - IDCW - DIRECT PLAN	Bandhan	₹20.0950	17 Jul 2026
Aditya Birla Sun Life US Equity Passive FOF-Direct IDCW	Aditya Birla Sun Life	₹22.5819	17 Jul 2026
Kotak Global Emerging Market Overseas Equity Omni FOF - Payout of Income Distribution cum capital withdrawal option - Direct	Kotak	₹41.5050	17 Jul 2026
DSP BlackRock World Energy Fund - Regular Plan - Dividend	DSP BlackRock	₹20.0828	17 Jul 2026
DSP Global Clean Energy Overseas Equity Omni FoF - Direct Plan - IDCW	DSP	₹21.3384	17 Jul 2026
HSBC Asia Pacific IDCW Yield Fund Direct Plan IDCW	HSBC	₹24.9471	17 Jul 2026
Baroda BNP Paribas Aqua Fund of Fund - Direct Plan - IDCW Option	Baroda BNP Paribas	₹16.9959	16 Jul 2026

Recent NAVs

Date	NAV
17 Jul 2026	₹87.9969
16 Jul 2026	₹89.0529
15 Jul 2026	₹90.5116
14 Jul 2026	₹90.6345
13 Jul 2026	₹89.0357
10 Jul 2026	₹90.3436
9 Jul 2026	₹90.4152
8 Jul 2026	₹89.3838
7 Jul 2026	₹88.4921
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 - IDCW is ₹87.9969. 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 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 - 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 15.35% — +5.9 pp ahead of the Fund of Funds - Overseas category average of 9.46%. The fund ranks #13 of 25 in its category — the third (Q3) quartile.

Over the trailing 3-year window, Franklin U.S. Opportunities Equity Active Fund of Funds - IDCW has delivered a CAGR of 18.63% — +14.57 pp ahead of the Fund of Funds - Overseas category average of 4.07%. 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 9.02% — +2.81 pp ahead of the Fund of Funds - Overseas category average of 6.21%. The fund ranks #9 of 23 in its category — the second (Q2) quartile.

₹1 lakh invested in Franklin U.S. Opportunities Equity Active Fund of Funds - IDCW exactly 10 years ago would be worth approximately ₹437,653 today — a multiplier of 4.38×, based on the 10-year CAGR of 15.91%. The category average over the same window would have grown ₹1 lakh to ₹265,631.

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 ₹904,360 today. That's an XIRR (money-weighted annualised return) of 16.42%.

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 ₹2,696,634 (multiplier 2.25×). XIRR: 15.46%. 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 #9 out of 23 funds in the Fund of Funds - Overseas category — that places it in the second quartile (Q2) — above the median. The category average return over the same window is 6.21%; this fund delivered 9.02%.

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 14.77% (best 24.75%, worst 6.72%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.20 — 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: 9.02%.

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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