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Franklin India Feeder - Franklin U.S. Opportunities Fund

'Hi, I came across this interesting fund from Franklin Templeton. Check it out!'
Annualised Returns As of 31/08/2020
19.79%
Minimum Investment/Multiples for Fresh Purchase (INR)

5000/1

Additional Investment/Multiples thereof (INR)

1000/1

Over 60,000 Unique Investors (As of 30/09/2020)
Why should you invest in Franklin India Feeder - Franklin U.S. Opportunities Fund?
  • This fund gives Indian investors an opportunity to invest in US companies through Franklin U.S. Opportunities Fund
  • Franklin U.S. Opportunities Fund aims to invest in leading growth companies across industries and market-capitalizations
What are the “Tax Benefits” of investing in this fund?**
  • Long term capital gains (LTCG) tax @20% (plus surcharge, if applicable and cess) with indexation if units held for more than 36 months
  • Short term capital gains (STCG) tax at the income tax slab rate if units are held for less than 36 months
  • Dividends shall be taxable in the hands of investors and the mutual fund will deduct TDS @ 7.5%^ for resident investors and @20% (plus applicable surcharge and cess) for non-resident investors before payouts/re-investment. However, investors can claim tax-credit of TDS deducted at the time of filing their annual return.
  • In case of an investor being NRI, LTCG tax are chargeable @ 10% (plus surcharge, if applicable and cess) without indexation relating to units redeemed from unlisted schemes.

^ In accordance with the Central Board of Direct Taxes press release dated May 13, 2020, the mutual fund shall deduct TDS at the rate of 7.50% for resident investor w.e.f. May 14, 2020 till March 31, 2021 (earlier 10% from April 1, 2020 to May 13, 2020).

What is the “Ideal Investment Horizon” while investing in this fund?

The recommended investment horizon is “5 years or more”

Alternative To
  • Investments in U.S. companies

Suitable For
  • Retirement Corpus

  • Long Term Wealth Creation

  • Overseas Diversification of Assets

Fund Video

Franklin India Feeder - Franklin U.S Opportunities Fund is an international fund. It is a fund of funds investing predominantly in units of Franklin U.S. Opportunities Fund, an overseas equity fund. It invests in US companies through Franklin U.S Opportunities Fund. This fund provides long term capital gains. The ideal investment horizon is 5 years or more. To know more about Franklin India Feeder - Franklin U.S Opportunities Fund, watch the video below.

Fund Information

  • Inception 06/02/2012
  • Entry Load Nil
  • Exit Load 1% if units are redeemed/switched out within one year from the date of allotment
  • NAV in INR as on 22/10/2020
  • Growth 46.7775
  • Dividend 46.7775
  • Direct-Growth 50.4470
  • Direct-Dividend 50.4470
  • Additional Fund Information as on 30/09/2020
  • Fund Size in INR (CR) 2252.2
  • Expense Ratio [#] 1.57
  • Expense Ratio (Direct) [#] 0.55
  • Benchmark(s) Russell 3000 Growth Index
  • Fund Manager Pyari Menon
Product Label
This product is suitable for Investors who are seeking*:
  • Long term capital appreciation
  • A fund of funds investing in an overseas equity fund
High

*Investors should consult their financial distributors if in doubt about whether the product is suitable for them.

[#] The rates specified are the actual expenses charged as at the end of the month. The above ratio includes the GST on Investment management fees. The above expense also includes proportionate charge in respect sales of beyond T-30 cities subject to maximum of 30 bps on daily net assets wherever applicable.

** The information given here is neither a complete disclosure of every material fact of Income-tax Act 1961 nor does it constitute tax or legal advice. Investors are requested to review the prospectus carefully and obtain expert professional advice with regard to specific legal, tax and financial implications of the investment/participation in the scheme.