MonitorDirect · Growth
Franklin U. S. Opportunities Equity Active Fund of Funds
Franklin Templeton Mutual FundOther Scheme - FoF Overseas13.7 years
- NAV
- 102.4427
- 15 Sept 2026
- 1Y
- +11.7%
- Trailing CAGR
- AUM
- ₹5,799.78 Cr
- 31 Aug 2026
- Volatility
- High
- 21.0% annualized
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+11.7%
- 3Y+21.4%
- 5Y+9.6%
- 10Y+17.2%
- SI+17.3%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y+13.7%
- 3Y+17.2%
- 5Y+17.6%
- 10Y+16.5%
- Since inception
- +17.3%
- Calendar-day CAGR
- Excess 1Y
- -9.4%
- Category median, same plan and option
- 3Y win rate
- +84%
- Windows beating the median
- 3Y percentile
- 48
- Vs comparable share classes
- Worst rolling 3Y
- +1.0%
- 2597 daily-ending windows
- Median rolling 3Y
- +14.8%
- Calendar-day CAGR
- Positive rolling 5Y
- +100%
- 2114 daily-ending windows
- SIP 3Y XIRR
- +17.2%
- Simulated monthly SIP
Drawdown
Peak to trough from a running NAV high. Move across the path to read a date.
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 14 days
- 198 recovered episodes
- Longest recovery
- 603 days
- Trough to prior peak
- Current spell
- 103 days
- Days below latest peak
- Time below peak
- +87%
- NAV observations
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
48
Vs category
0
Consistency
76
Risk-adjusted
57
Drawdown
4
Mean
37
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.
11 Sept 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
10 Sept 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
9 Sept 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
8 Sept 2026
Decision
Quantitative read of the live evidence. An explanation can only restate what is already here.
As of 15 Sept 2026
Monitor
Engine status
Monitor
Recent evidence
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.
Worth investigating
Same-category peers with enough history to inspect beside this fund.
DSP Global Innovation Overseas Equity Omni FoF
DSP Mutual Fund
- 1Y
- +22.9%
- 3Y
- +26.9%
- Vol
- 20.7%
- Max DD
- -27.6%
- Sharpe
- 0.79
- 3Y win
- +100%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
SBI US Specific Equity Active FoF
SBI Mutual Fund
- 1Y
- +21.0%
- 3Y
- +25.7%
- Vol
- 19.6%
- Max DD
- -21.8%
- Sharpe
- 0.74
- 3Y win
- +99%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Bandhan US specific Equity Active FOF
Bandhan Mutual Fund
- 1Y
- +8.5%
- 3Y
- +23.5%
- Vol
- 21.2%
- Max DD
- -27.1%
- Sharpe
- 0.60
- 3Y win
- +99%
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility
Kotak US Specific Equity Passive FOF
Kotak Mahindra Mutual Fund
- 1Y
- +29.9%
- 3Y
- +30.0%
- Vol
- 21.4%
- Max DD
- -29.1%
- Sharpe
- 0.81
- 3Y win
- +100%
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility
Navi NASDAQ100 US Specific Equity Passive FOF
Navi Mutual Fund
- 1Y
- +29.6%
- 3Y
- +30.2%
- Vol
- 23.4%
- Max DD
- -25.1%
- Sharpe
- 0.81
- 3Y win
- +100%
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility