International Funds

At Phundo we believe that cross geographic diversification in equities provides opportunities to invest in some of the most valued companies in the US. We therefore present two International funds that aims to capture this opportunity

Franklin US Opportunities Feeder Fund

The Fund aims to achieve capital appreciation by investing principally in equity securities of US companies believed to possess sustainable growth characteristics and which meet growth, quality and valuation criteria. These include small, medium, and large capitalisation companies with strong growth potential across a wide range of sectors that have exceptional growth potential and fast growing, innovative companies within these sectors.

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”

Motilal Oswal S&P 500 Index Fund

The S&P 500® index is widely regarded as the best single gauge of large-cap U.S. equities. The index is designed to measure the performance of leading 500 companies listed in United States and covers approximately 80% of available market capitalization.


  • Very long track record of over 63 years
  • World’s one of the most popular and tracked index; S&P 500 Index has largest asset tracked/benchmarked globally
  • Pure large caps exposure
  • Global Exposure - In 2018, more than 40% of the sales of S&P 500 constituents were reported from foreign countries
  • Dollar hedge for Indian investors
  • Very low correlation with Indian equity market

This product is suitable for investors who are seeking

  • Return that corresponds to the performance of S&P 500 Index subject to tracking error
  • investment in equity securities of S&P 500 Index

Fun Facts

Bluest of Blue Chips

Largest Index AUM

Gauge of Economy

One of the Preferred Mode

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