Scheme Overview

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Franklin India Opportunities Fund - Growth

Category: Equity: Thematic-Others Launch Date: 05-02-2000
AUM:

₹ 719.96 Cr

Expense Ratio

1.76%

Benchmark

NIFTY 500 TRI

ISIN

INF090I01841

Minimum Investment

5000.0

Minimum Topup

1000.0

Minimum SIP Amount

500

Exit Load

In respect of each purchase of Units - 1% if the Units are redeemed/switched- out within one year from the date of allotment

Asset Class

Equity

Status

Open Ended Schemes

Fund Manager

R. Janakiraman, Kiran Sebastian, Sandeep Manam (dedicated for making investments for Foreign Securities)

NAV as on 14-07-2025

254.1431

0.83 (0.326%)

Overview

Investment Objective

The investment objective of Franklin India Opportunities Fund (FIOF) is to generate capital appreciation by investing in opportunities presented by special situations such as corporate restructuring, Government policy and/or regulatory changes, companies going through temporary unique challenges and other similar instances.

Asset Allocation

Equity

94.89%

Debt

0.34%

Others

4.77%

Indicators

Volatility 14.87
Sharp Ratio 1.62
Alpha 10.35
Beta 1.01
Yield to Maturity -
Average Maturity -

    • 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 2.4 33.9 31.43 13.83
NIFTY 500 TRI 1.87 20.5 23.06 12.55

Riskometer

riskometer
Sector Allocation
Sector Holdings (%)
Financial Services 17.94
Healthcare 12.34
Consumer Services 9.44
Automobile and Auto Components 8.51
Information Technology 8.28
Oil, Gas & Consumable Fuels 6.33
Capital Goods 5.45
Telecommunication 5.39
Fast Moving Consumer Goods 5.02
Chemicals 4.62
Top 10 Holdings
Company Holdings (%)
RELIANCE INDUSTRIES LIMITED EQ 6.33
HDFC BANK LIMITED EQ NEW FV RE. 1/- 5.68
AXIS BANK LIMITED EQ NE FV RS. 2/- 4.91
Call, Cash & Other Assets 4.76
BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- 3.75
ZOMATO LIMITED EQ 3.72
HINDUSTAN UNILEVER LIMITED EQ F.V. RS 1 3.57
NTPC LIMITED EQ 2.95
MARUTI SUZUKI INDIA LIMITED EQ 2.92
HDFC LIFE INSURANCE COMPANY LIMITED EQ 2.9
Peer Comparison
Scheme Name Inception Date 1Yr Rtn (%) 3Yrs Rtn (%) 5Yrs Rtn (%) 10Yrs Rtn(%)
Franklin India Opportunities Gr 05-02-2000 2.4 33.9 31.43 15.86
Sundaram Services Reg Gr 21-09-2018 13.59 22.25 26.1 0.0
ICICI Pru India Opportunities Cum 05-01-2019 7.8 27.43 31.9 0.0
ICICI Pru Exports & Services Gr 01-11-2005 6.97 23.7 26.18 13.72
ICICI Prudential Housing Opportunities Fund Gr 18-04-2022 2.18 21.05 0.0 0.0
SBI COMMA Fund Reg PLAN Gr 05-08-2005 1.47 20.42 23.7 15.28
Edelweiss Recently Listed IPO Fund Reg Gr 16-02-2018 1.18 18.24 21.32 0.0
HDFC Defence Fund Gr 05-06-2023 0.49 0.0 0.0 0.0
ICICI Pru Commodities Gr 05-10-2019 -1.5 23.88 34.89 0.0
SBI Equity Minimum Variance Fund Reg Gr 02-03-2019 -2.23 16.46 19.49 0.0