Annualised Returns As of 31/12/2022
14.55%
Minimum Investment/Multiples for Fresh Purchase (INR)
5000/1
Additional Investment/Multiples thereof (INR)
1000/1
Over 133,000 Unique Investors (As of 31/12/2022)
Fund Size in INR (CR) 2974.14 (As of 31/12/2022)
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
*Investors should consult their financial distributors if in doubt about whether the product is suitable for them.
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
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Investments in U.S. companies
Suitable For
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Retirement Corpus
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Long Term Wealth Creation
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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.
Mutual Fund investments are subject to market risks, read all scheme related documents carefully.
