Franklin India Opportunities Fund - Growth
Category: Equity: Thematic-Others
Launch Date: 05-02-2000
AUM:
₹ 611.96 Cr
Expense Ratio
1.8%
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 23-01-2025
237.3913
2.37 (0.997%)
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
89.62%
Debt
0.40%
Others
9.98%
Indicators
| Volatility | 14.87 |
| Sharp Ratio | 1.22 |
| Alpha | 10.85 |
| Beta | 0.97 |
| 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 | 28.42 | 25.38 | 26.17 | 13.8 |
| NIFTY 500 TRI | 10.12 | 13.24 | 17.77 | 12.42 |
Riskometer
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| N/A | 10.38 |
| Pharmaceuticals & Biotechnology | 7.59 |
| IT - Software | 7.26 |
| Industrial Products | 6.76 |
| Retailing | 6.51 |
| Healthcare Services | 6.22 |
| Telecom - Services | 5.98 |
| Banks | 5.48 |
| Leisure Services | 5.32 |
| Automobiles | 4.74 |
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| Bharti Airtel Ltd | 3.48 |
| Zomato Ltd | 3.45 |
| Mahindra & Mahindra Ltd | 3.13 |
| HDFC Bank Ltd | 3.07 |
| Info Edge (India) Ltd | 3.06 |
| PB Fintech Ltd | 2.87 |
| Lemon Tree Hotels Ltd | 2.74 |
| Aster DM Healthcare Ltd | 2.56 |
| APL Apollo Tubes Ltd | 2.52 |
| Sudarshan Chemical Industries Ltd | 2.44 |
Peer Comparison
| Scheme Name | Inception Date | 1Yr Rtn (%) | 3Yrs Rtn (%) | 5Yrs Rtn (%) | 10Yrs Rtn(%) |
|---|---|---|---|---|---|
| Franklin India Opportunities Gr | 05-02-2000 | 28.42 | 25.38 | 26.17 | 15.27 |
| Quant Commodities Reg Gr | 27-12-2023 | 30.57 | 0.0 | 0.0 | 0.0 |
| HDFC Defence Fund Gr | 05-06-2023 | 27.77 | 0.0 | 0.0 | 0.0 |
| Union Innovation & Opportunities Fund Reg Gr | 06-09-2023 | 25.28 | 0.0 | 0.0 | 0.0 |
| HSBC Business Cycles Fund Reg Gr | 20-08-2014 | 23.43 | 18.73 | 19.4 | 12.4 |
| Kotak Business Cycle Fund Reg Gr | 05-09-2022 | 23.05 | 0.0 | 0.0 | 0.0 |
| ICICI Prudential Innovation Fund Gr | 05-04-2023 | 20.8 | 0.0 | 0.0 | 0.0 |
| Kotak Pioneer Fund Reg Gr | 31-10-2019 | 20.45 | 15.84 | 22.07 | 0.0 |
| Axis Innovation Fund Reg Gr | 05-12-2020 | 20.29 | 9.83 | 0.0 | 0.0 |
| ICICI Pru India Opportunities Cum | 05-01-2019 | 19.59 | 23.01 | 24.8 | 0.0 |