Franklin India Opportunities Fund - Growth
Category: Equity: Thematic-Others
Launch Date: 05-02-2000
AUM:
₹ 604.67 Cr
Expense Ratio
1.79%
Benchmark
NIFTY 500 TRI
ISIN
INF090I01841
Minimum Investment
5000.0
Minimum Topup
1000.0
Minimum SIP Amount
500
Exit Load
Exit load of 1% if redeemed within 1 year
Asset Class
Equity
Status
Open Ended Schemes
Fund Manager
R Janakiraman, Sandeep Manam, Kiran Sebastian
NAV as on 29-04-2025
236.8292
-0.05 (-0.022%)
Overview
Investment Objective
The scheme aims to generate capital appreciation by capitalising on the long-term growth opportunities in the India economy. The scheme will invest in a broad range of stocks without any limitation either qualitative or quantitative and across market capitalization.
Asset Allocation
Equity
89.50%
Debt
0.41%
Others
10.09%
Indicators
| Volatility | 14.87 |
| Sharp Ratio | 1.08 |
| Alpha | 11.18 |
| Beta | 1.01 |
| Yield to Maturity | - |
| Average Maturity | - |
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If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
-
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
-
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) | Since Launch (%) |
|---|---|---|---|---|
| Franklin India Opportunities Fund - Growth | 9.11 | 29.73 | 32.07 | 13.63 |
| NIFTY 500 TRI | 6.37 | 15.5 | 24.41 | 12.43 |
Riskometer
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 14.15 |
| Healthcare | 11.48 |
| N/A | 10.5 |
| Information Technology | 9.5 |
| Consumer Services | 9.41 |
| Automobile and Auto Components | 8.06 |
| Capital Goods | 7.31 |
| Telecommunication | 5.4 |
| Fast Moving Consumer Goods | 4.65 |
| Oil, Gas & Consumable Fuels | 4.19 |
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| Call, Cash & Other Assets | 10.08 |
| HDFC BANK LIMITED EQ NEW FV RE. 1/- | 6.18 |
| RELIANCE INDUSTRIES LIMITED EQ | 4.19 |
| BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- | 3.85 |
| HINDUSTAN UNILEVER LIMITED EQ F.V. RS 1 | 3.0 |
| MPHASIS LIMITED EQ | 2.94 |
| MAHINDRA AND MAHINDRA LIMITED EQ NEW F.V. RS.5 | 2.81 |
| LEMON TREE HOTELS LIMITED EQ | 2.73 |
| INFO EDGE INDIA LIMITED EQ NEW FV RS.10/- | 2.57 |
| ICICI BANK LIMITED EQ NEW FV RS. 2/- | 2.56 |
Peer Comparison
| Scheme Name | Inception Date | 1Yr Rtn (%) | 3Yrs Rtn (%) | 5Yrs Rtn (%) | 10Yrs Rtn(%) |
|---|---|---|---|---|---|
| Franklin India Opportunities Gr | 05-02-2000 | 9.11 | 29.73 | 32.07 | 15.57 |
| Sundaram Services Reg Gr | 21-09-2018 | 14.91 | 17.13 | 27.77 | 0.0 |
| ICICI Pru Exports & Services Gr | 01-11-2005 | 13.6 | 20.13 | 28.06 | 14.11 |
| HDFC Defence Fund Gr | 02-06-2023 | 13.38 | 0.0 | 0.0 | 0.0 |
| ICICI Pru India Opportunities Cum | 05-01-2019 | 13.25 | 23.72 | 34.07 | 0.0 |
| ICICI Prudential Innovation Fund Gr | 05-04-2023 | 12.59 | 0.0 | 0.0 | 0.0 |
| Kotak Business Cycle Fund Reg Gr | 05-09-2022 | 11.65 | 0.0 | 0.0 | 0.0 |
| Union Innovation & Opportunities Fund Reg Gr | 06-09-2023 | 10.07 | 0.0 | 0.0 | 0.0 |
| Kotak Pioneer Fund Reg Gr | 31-10-2019 | 9.97 | 17.62 | 27.47 | 0.0 |
| ICICI Pru Business Cycle Fund Gr | 05-01-2021 | 9.34 | 21.02 | 0.0 | 0.0 |