NRI from all over the world (excluding U.S.A. & Canada) can invest in this fund

INVEST VIA NRE/NRO

Franklin India Feeder - Franklin U.S. Opportunities Fund Growth for NRI [68.31]

Min Investment

5,000

Fund Size

3,558.34 Cr

Expense Ratio

1.5%

Exit Load

1%

SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671

68.31

0.53%

NAV as on 14 Jul 24, 12:00 AM

very high risk

global other

fof

NAV as on 14 Jul 24, 12:00 AM

very high risk

global other

fof

33.27%p.a.

Last 1Y

5.35%p.a.

Last 3Y

15.83%p.a.

Last 5Y

16.64%p.a.

Since Inception

About Franklin India Feeder - Franklin U.S. Opportunities Fund Growth for NRIs

NRIs can achieve long-term capital appreciation by investing in the Franklin India Feeder - Franklin U.S. Opportunities Fund Growth scheme from Franklin Templeton Asst Mgmt(IND)Pvt Ltd. It is a Global - Other mutual fund scheme that predominantly invests in Global - Other stocks of companies. Launched on Feb 2012, Franklin India Feeder - Franklin U.S. Opportunities Fund Growth is Global - Other fund of its category with 3,558.34 Cr fund under management as on Jul 2024. The expense ratio of this fund is less than that of most other Fund category Global - Other funds.

  • Franklin India Feeder - Franklin U.S. Opportunities Fund Growth delivered 33.3% annual returns during the last year. It has delivered 16.6% average annual returns since the fund was launched.
  • Franklin India Feeder - Franklin U.S. Opportunities Fund Growth scheme tends to consistently deliver higher returns than most schemes in the same category.
  • The scheme has predominantly invested in fof

Fund Objective

The Fund seeks to provide capital appreciation by investing predominantly in units of Franklin U. S. Opportunities Fund, an overseas Franklin Templeton mutual fund, which primarily invests in securities in the United States of America.

Top 1 Holdings

Franklin US Opportunities I(acc)USD

99.25%

Fund Managers

  1. Sandeep Manam (Oct 2021 - Present)

Key Information

View Scheme Document

Franklin India Feeder - Franklin U.S. Opportunities Fund Growth SIP Calculator

If invested

5,000

per month

For a period of

Investment of 0 could have been

0(+0.0%)

0 (+0.0%)

This Fund

0 (+0.0%)

Fixed Deposit

NRI Mutual Fund Tax on Franklin India Feeder - Franklin U.S. Opportunities Fund Growth

Just like for resident investors, capital gains from mutual fund investments are subject to income tax for NRI investors.

Fund TypeShort-term Capital Gains (STCG) TaxLong-term Capital Gains (LTCG) Tax
Equity mutual funds15%10% (above Rs. 1 lakh LTCG) without indexation*
Debt & other types of fundsAt tax slab rate20% with indexation benefits

How can NRIs invest in Franklin India Feeder - Franklin U.S. Opportunities Fund Growth?

NRIs and OCIs can download the SBNRI app to invest in mutual funds from the country of their residence. Here are a few simple steps you need to take:

  • Complete your NRI KYC: Type in your personal details and attach supporting documents, like:
  • PAN Number
  • Overseas address proof: Any of – Water/electricity bill, postpaid mobile/internet bill, rent agreement, driving license, etc.
  • Passport – front and back
  • Passport size photograph
  • signature

If all details are correct, your KYC will be approved within 7 to 8 business days.

  • Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing in Franklin India Feeder - Franklin U.S. Opportunities Fund Growth
  • Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing:
  • City and country of birth
  • NRE/NRO bank account statement/ canceled cheque for the latest 3 months
  • Nominee details

Frequently Asked Questions