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

ITI · Sectoral
Very High
₹98.48
Current NAV
29 Oct 2026
4.4%
1Y Return
22.8%
3Y CAGR
8.0%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Highly cost-efficient with a low expense ratio of 0.9%.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.90).
  • Very large asset base (AUM: ₹20,450 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
Suitable for
  • Long-term wealth creation (5+ years horizon) like retirement or child education.
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term goals (under 3 years) where preserving the capital is the main priority.
  • Short-term trading or speculative investment horizons.
Risk Profile: Very High Risk
Low Moderate High Very High
Risk Metrics
1.90
Sharpe Ratio
1.20
Beta
1.40
Alpha
2.47
Sortino
Fund Details
Fund House ITI
Category Sectoral
AUM ₹20450 Cr
Expense Ratio 0.90%
Min SIP ₹500
Min Lumpsum ₹1000
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