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

ITI · Sectoral
Very High
₹90.08
Current NAV
25 Jun 2026
20.1%
1Y Return
27.1%
3Y CAGR
19.1%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Generates significant excess returns relative to benchmark index (Alpha: 6.51).
  • Well-diversified portfolio aligned with the Sectoral mandate.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
  • Higher expense ratio (1.91%) which can affect compounding over long horizons.
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
1.01
Sharpe Ratio
1.51
Beta
6.51
Alpha
1.32
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Fund Details
Fund House ITI
Category Sectoral
AUM ₹1560 Cr
Expense Ratio 1.91%
Min SIP ₹500
Min Lumpsum ₹1000
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