Franklin India Opportunities Fund - Growth
Category: Equity: Thematic-Others
Launch Date: 05-02-2000
AUM:
₹ 5,026.36 Cr
Expense Ratio
1.86%
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 12-09-2024
258.3953
3.39 (1.3125%)
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
88.85%
Debt
0.00%
Others
11.15%
Indicators
| Volatility | 14.87 |
| Sharp Ratio | 1.41 |
| Alpha | 10.03 |
| Beta | 0.98 |
| 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 | 67.12 | 29.16 | 30.42 | 14.41 |
| NIFTY 500 TRI | 34.57 | 17.79 | 22.42 | 12.93 |
Riskometer
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| N/A | 11.15 |
| Pharmaceuticals & Biotechnology | 8.47 |
| Telecom - Services | 7.87 |
| Banks | 7.17 |
| Healthcare Services | 6.93 |
| Industrial Products | 6.89 |
| IT - Software | 5.76 |
| Retailing | 5.04 |
| Leisure Services | 4.8 |
| Automobiles | 4.42 |
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| Bharti Airtel Ltd | 3.96 |
| Indus Towers Ltd | 3.91 |
| ICICI Bank Ltd | 3.87 |
| HDFC Bank Ltd | 3.3 |
| Reliance Industries Ltd | 3.14 |
| PB Fintech Ltd | 2.75 |
| Sudarshan Chemical Industries Ltd | 2.71 |
| Zensar Technologies Ltd | 2.68 |
| Zomato Ltd | 2.59 |
| Kirloskar Pneumatic Co Ltd | 2.58 |
Peer Comparison
| Scheme Name | Inception Date | 1Yr Rtn (%) | 3Yrs Rtn (%) | 5Yrs Rtn (%) | 10Yrs Rtn(%) |
|---|---|---|---|---|---|
| Franklin India Opportunities Gr | 05-02-2000 | 67.12 | 29.16 | 30.42 | 17.9 |
| HDFC Defence Fund Gr | 05-06-2023 | 88.46 | 0.0 | 0.0 | 0.0 |
| Quant Business Cycle Fund Reg Gr | 30-05-2023 | 60.86 | 0.0 | 0.0 | 0.0 |
| HSBC Business Cycles Fund Reg Gr | 20-08-2014 | 51.54 | 24.98 | 25.03 | 15.37 |
| ICICI Prudential Innovation Fund Gr | 05-04-2023 | 51.04 | 0.0 | 0.0 | 0.0 |
| HDFC Housing Opportunities Reg Gr | 06-12-2017 | 46.88 | 23.63 | 22.29 | 0.0 |
| Samco Active Momentum Fund Reg Gr | 05-07-2023 | 46.31 | 0.0 | 0.0 | 0.0 |
| Nippon India Innovation Fund Reg Gr | 29-08-2023 | 45.87 | 0.0 | 0.0 | 0.0 |
| Baroda BNP Paribas Business Cycle Fund Reg Gr | 05-09-2021 | 45.25 | 0.0 | 0.0 | 0.0 |
| ICICI Pru India Opportunities Cum | 05-01-2019 | 44.25 | 29.76 | 29.94 | 0.0 |