MonitorDirect · GrowthWatch before adding
Franklin U. S. Opportunities Equity Active Fund of Funds
Franklin Templeton Mutual FundOther Scheme - FoF Overseas13.8 years
- NAV
- 102.4307
- 29 Oct 2026
- 1Y
- +8.6%
- Trailing CAGR
- AUM
- ₹5,799.78 Cr
- 31 Aug 2026
- Volatility
- High
- 21.0% annualized
Buying brief
Should you add this fund?
Evidence on this desk, framed as a purchase checklist - not SEBI-registered advice.
As of 29 Oct 2026
Stance
Watch before adding
Recent evidence is mixed. Compare peers before increasing exposure.
In three lines
Fits if · The fund beat the category median in 84% of rolling 3-year windows.
Fits if · Risk-adjusted return sits above the documented risk-free proxy.
Prefer peers if · Prefer DSP Global Innovation Overseas Equity Omni FoF if you want a same-category peer with stronger evidence.
Buy checklist
History depth
Pass
13.8 years of path to read.
Engine status
Watch
Recent evidence is mixed. Compare peers before increasing exposure.
Expense ratio
Pass
0.53% TER (Direct). Lower cost compounds on long SIPs.
Drawdown vs peers
Watch
Peak-to-trough -38.4%. Ask whether you can hold through a similar fall.
Vs category
Pass
84% of rolling 3Y windows beat the category median, same plan and option.
Manager tenure
n/a
Manager not listed.
Exit load
n/a
No exit-load summary on file.
Tax / wrapper
Pass
Direct Growth, no ELSS lock flagged. Equity LTCG rules still apply after one year - not tax advice.
Portfolio concentration
Watch
Top 10 holdings ≈ 100.0% of the portfolio.
Browse category
Same-category peers are preloaded into compare when available.
Before you buy or SIP
Behaviour and wrappers - the usual India MF failure modes - not a buy instruction.
SIP discipline
Monitor is recent mixed evidence - keep the SIP unless the buying brief says prefer peers, then swap with intent.
NAV
Path not in current snapshots
n/a
Returns
Trailing CAGR and simulated monthly SIP XIRR from daily NAV. Category comparison uses the median of comparable share classes in the peer set.
Trailing CAGR
Point-to-point, calendar-day annualized
- 1Y+8.6%
- 3Y+24.9%
- 5Y+8.9%
- 10Y+17.2%
- SI+17.1%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y+11.5%
- 3Y+15.9%
- 5Y+17.3%
- 10Y+16.2%
- Since inception
- +17.1%
- Calendar-day CAGR
- Excess 1Y
- -4.1%
- Category median, same plan and option
- 3Y win rate
- +84%
- Windows beating the median
- 3Y percentile
- 54
- Vs comparable share classes
- SIP 3Y XIRR
- +15.9%
- Simulated monthly SIP
- Worst rolling 3Y
- +1.0%
- 2613 daily-ending windows
- Median rolling 3Y
- +15.0%
- Calendar-day CAGR
- Positive rolling 5Y
- +100%
- 2130 daily-ending windows
Drawdown
Peak to trough from a running NAV high, with the path and recovery episodes.
- Max drawdown
- -38.4%
- Worst peak-to-trough
- Current
- -5.1%
- Below last peak
- Current spell
- 37 days
- Days below latest peak
- Time below peak
- +87%
- NAV observations
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 14 days
- 199 recovered episodes
- Longest recovery
- 603 days
- Trough to prior peak
16 Nov 2021 – 9 Feb 2024
Trough 16 Jun 2022 · recovered in 603 days
-38.4%
19 Feb 2020 – 11 May 2020
Trough 23 Mar 2020 · recovered in 49 days
-26.8%
3 Oct 2018 – 20 Jun 2019
Trough 24 Dec 2018 · recovered in 178 days
-26.0%
10 Feb 2025 – 25 Jul 2025
Trough 4 Apr 2025 · recovered in 112 days
-24.1%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
54
Vs category
25
Consistency
76
Risk-adjusted
56
Drawdown
4
Mean
43
Decision
Quantitative engine reasons behind the buying stance. An explanation can only restate what is already here.
Monitor
Buying stance
Watch before adding
Recent evidence is mixed. Compare peers before increasing exposure.
Why this status
- Long-term category-relative performance remains stronger than the most recent rolling 1-year windows, which have deteriorated across multiple periods.
- Maximum drawdown exceeded 35%.
Supporting reads
- The fund beat the category median in 84% of rolling 3-year windows.
- Risk-adjusted return sits above the documented risk-free proxy.
Portfolio
31 Aug 2026 · 2 holdings · top 10 are 100.0%.
- Top 5
- 100.0%
- Top 10
- 100.0%
- Largest holding
- n/a
- Effective holdings
- n/a
Asset mix
Equity
96.0%
Cash
4.0%
Sectors
Others
100.0%
What changed
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
29 Oct 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
28 Oct 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
27 Oct 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
26 Oct 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
23 Oct 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
22 Oct 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
21 Oct 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
19 Oct 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
16 Oct 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
24 Sept 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
23 Sept 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
22 Sept 2026
Worth investigating
Same-category peers with enough history to inspect beside this fund - including tradeoffs.
DSP Global Innovation Overseas Equity Omni FoF
DSP Mutual Fund
- 1Y
- +15.0%
- 3Y
- +30.3%
- Vol
- 20.6%
- Max DD
- -27.6%
- Sharpe
- 0.75
- 3Y win
- +100%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher TER
SBI US Specific Equity Active FoF
SBI Mutual Fund
- 1Y
- +15.8%
- 3Y
- +29.2%
- Vol
- 19.5%
- Max DD
- -21.8%
- Sharpe
- 0.70
- 3Y win
- +99%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher TER
Kotak US Specific Equity Passive FOF
Kotak Mahindra Mutual Fund
- 1Y
- +21.6%
- 3Y
- +33.0%
- Vol
- 21.3%
- Max DD
- -29.1%
- Sharpe
- 0.77
- 3Y win
- +100%
- Shallower drawdown
- Higher win rate vs category
- Lower TER
- Higher trailing returns
Caveat: Higher volatility
Bandhan US specific Equity Active FOF
Bandhan Mutual Fund
- 1Y
- +4.6%
- 3Y
- +27.3%
- Vol
- 21.0%
- Max DD
- -27.1%
- Sharpe
- 0.56
- 3Y win
- +99%
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility · Higher TER
Motilal Oswal Developed Market Ex US ETFs Overseas Equity Passive FOF
Motilal Oswal Mutual Fund
- 1Y
- +22.6%
- 3Y
- +25.0%
- Vol
- 15.2%
- Max DD
- -14.3%
- Sharpe
- 1.05
- 3Y win
- +41%
- Lower volatility
- Shallower drawdown
- Lower TER
- Higher trailing returns