NRI from all over the world (excluding U.S.A. & Canada) can invest in this fund
SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671
₹71.17
0.11%
NAV as on 27 Oct 24, 12:00 AM
very high risk
global other
fof
NAV as on 27 Oct 24, 12:00 AM
very high risk
global other
fof
48.97%p.a.
Last 1Y
5.15%p.a.
Last 3Y
17.30%p.a.
Last 5Y
16.62%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 3,565.01 Cr fund under management as on Oct 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 49.0% 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
99.15%
Fund Managers
- Sandeep Manam (Oct 2021 - Present)
Key Information
View Scheme Document
Franklin India Feeder - Franklin U.S. Opportunities Fund Growth SIP Calculator
If invested
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 Type | Short-term Capital Gains (STCG) Tax | Long-term Capital Gains (LTCG) Tax |
|---|---|---|
| Equity mutual funds | 15% | 10% (above Rs. 1 lakh LTCG) without indexation* |
| Debt & other types of funds | At tax slab rate | 20% 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
Similar Funds
Funds
3Y Return
Motilal Oswal Nasdaq 100 Fund of Fund Growth
very high risk | fof
12.5%
Motilal Oswal S&P 500 Index Fund Growth
very high risk | equity
12.8%
ICICI Prudential US Bluechip Equity Fund Growth
very high risk | equity
11.0%
Frequently Asked Questions
Copyright | 2021 @ SBNRI | All Rights Reserved