Scheme Overview

logo

Franklin India Opportunities Fund - Growth

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

₹ 686.37 Cr

Expense Ratio

1.77%

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 11-06-2025

250.7317

0.19 (0.0747%)

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

92.88%

Debt

0.38%

Others

6.74%

Indicators

Volatility 14.87
Sharp Ratio 1.45
Alpha 11.56
Beta 1.0
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 8.0 34.49 32.25 13.82
NIFTY 500 TRI 8.0 20.34 24.25 12.59

Riskometer

riskometer
Sector Allocation
Sector Holdings (%)
Financial Services 19.02
Healthcare 10.91
Information Technology 9.22
Consumer Services 9.01
N/A 7.12
Automobile and Auto Components 6.79
Oil, Gas & Consumable Fuels 6.58
Fast Moving Consumer Goods 5.74
Telecommunication 5.63
Capital Goods 5.58
Top 10 Holdings
Company Holdings (%)
Call, Cash & Other Assets 6.73
RELIANCE INDUSTRIES LIMITED EQ 6.58
HDFC BANK LIMITED EQ NEW FV RE. 1/- 6.07
HINDUSTAN UNILEVER LIMITED EQ F.V. RS 1 4.05
BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- 3.86
AXIS BANK LIMITED EQ NE FV RS. 2/- 3.56
MAHINDRA AND MAHINDRA LIMITED EQ NEW F.V. RS.5 2.88
MPHASIS LIMITED EQ 2.71
LEMON TREE HOTELS LIMITED EQ 2.71
ICICI BANK LIMITED EQ NEW FV RS. 2/- 2.53
Peer Comparison
Scheme Name Inception Date 1Yr Rtn (%) 3Yrs Rtn (%) 5Yrs Rtn (%) 10Yrs Rtn(%)
Franklin India Opportunities Gr 05-02-2000 8.0 34.49 32.25 16.36
Bandhan Innovation Fund Reg Gr 30-04-2024 20.24 0.0 0.0 0.0
Sundaram Services Reg Gr 21-09-2018 19.59 22.5 27.5 0.0
WhiteOak Capital Special Opportunities Reg Gr 04-06-2024 19.47 0.0 0.0 0.0
HDFC Defence Fund Gr 02-06-2023 18.14 0.0 0.0 0.0
ICICI Pru Exports & Services Gr 01-11-2005 13.84 23.46 26.71 14.41
ICICI Pru India Opportunities Cum 05-01-2019 13.5 26.83 32.63 0.0
Union Innovation & Opportunities Fund Reg Gr 06-09-2023 13.43 0.0 0.0 0.0
Kotak Business Cycle Fund Reg Gr 05-09-2022 11.52 0.0 0.0 0.0
HSBC Business Cycles Fund Reg Gr 20-08-2014 10.74 27.31 29.22 14.17