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NAV as of ( Sep 09, 2022 )

130.7 0.09 % 1-D Change

15.07% p.a.

You get upto 0.67% extra returns

ET Money's Fund Report Card - Franklin India Opportunities Fund

ET Money Rank

not ranking
ranking

Not yet ranked

Performance Quality info

Good drop-arrow

Generated returns consistently

3/5

Increased returns for each unit of additional risk info

3/5

Downside Protection info

Good drop-arrow

Controlled losses during market corrections

3/5

Delivered returns without frequent ups and downs

3/5

Minimum SIP amount is ₹
Minimum Lumpsum amount is ₹

By continuing, I agree to the Declaration and T&Cs.

none buyable frame

Fresh Investments closed in this fund!

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Scheme Details

ET Money Rank Not yet ranked
VRO Rating N.A.
Expense ratio 1.89%  As on Jul 31, 2022
Exit Load 1.0% info
AUM (Fund Size) 639 Crs
Lock-in No Lockin
Age 9 yrs 8 m Since Jan 01, 2013
Benchmark Nifty 500 TRI
Min. Investment

SIP 500  &

Lumpsum 5000

About Franklin India Opportunities Fund

Franklin India Opportunities Direct Fund-Growth is a Thematic mutual fund scheme from Franklin Templeton Mutual Fund . This fund has been in existence for 9 yrs 8 m, having been launched on 01/01/2013. Franklin India Opportunities Direct Fund-Growth has ₹639 Crores worth of assets under management (AUM) as on 30/06/2022 and is medium-sized fund of its category. The fund has an expense ratio of 1.89%, which is higher than what most other Thematic funds charge.
  • Franklin India Opportunities Direct Fund-Growth returns of last 1-year are 2.88%. Since launch, it has delivered 15.08% average annual returns. The fund has doubled the money invested in it every 3 yrs.
  • Franklin India Opportunities Direct Fund-Growth scheme's ability to deliver returns consistently is in-line with most funds of its category. Its ability to control losses in a falling market is average.
  • The fund has the majority of its money invested in Capital Goods, Automobile, Financial, Services, Energy sectors. It has taken less exposure in Capital Goods, Automobile sectors compared to other funds in the category.
  • The fund's top 5 holdings are in ICICI Bank Ltd., Larsen & Toubro Ltd., Bharat Electronics Ltd., Reliance Industries Ltd., Jubilant FoodWorks Ltd..
.....
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Total value Profit
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Category Average
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Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully. Past performance is not an indicator of future returns.

Latest Asset & Portfolio Allocation

as on Jul 31, 2022
Allocation by Market Cap

Large Cap 39.38%

Mid Cap 42.99%

Small Cap 7.23%

Other Cap 0%

Allocation by Sector

Capital Goods 22.29%

Automobile 19.29%

Financial 10.7%

Services 10.41%

Top Debt Holdings

Bifurcation by Holding is not available for this fund

Allocation by Credit Quality

Bifurcation by Credit Quality is not available for this fund

Allocation by Instruments

Cash/Net Current Assets 10.39%

Other Holdings

Others 10.39%

Know in detail about the portfolio of this fund See detailed Portfolio Analysis

Comparison with thematic Funds

as on Sep 12, 2022
Average
2.73%
5.18 % p.a
This fund

Lowest
-0.86%

Highest
7.6%
Pick time period to see return
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Trailing Returns and Ranks

as on Sep 12, 2022
Period Trailing returns Category average Rank within category
1 month 5.18% 2.73% 4 / 31
3 months 21.96% 15.14% 1 / 31
6 months 12.19% 9.42% 8 / 30
1 year 2.73% 6.01% 16 / 27
3 years 22.28% 22.81% 8 / 16
5 years 12.32% 11.54% 5 / 9

Know in detail about the returns of this fund See detailed Return Analysis

Riskometer

Level of Risk in the Scheme

Very High

Investors understand that their principal will be at Very High risk

Franklin India Opportunities Fund

EQUITY THEMATIC

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.

  • Std. Dev : 22.69
  • Alpha : 0.9
  • Beta : 0.98
  • Sharpe : 0.84
  • Sortino : 0.97
  • Profile

    Kiran Sebastian

    Mr. Sebastian is a MBA, University of Oxford. B.Tech, University of Calicut.

    Prior to joining Franklin Templeton Mutual Fund, he has worked with ARGA Investment Management (India) Pvt. Ltd.

Franklin Templeton Mutual Fund

Franklin Templeton Mutual Fund

# SCHEMES

31

See all schemes

TOTAL AUM:

₹60,017 Crs

As on Jun 30, 2022

  • Phone: 1800-425-4255 / 60004255
  • Address: Unit No.202/203/204, 2nd Floor
    Dalamal Tower, Plot No. 211
    Free Press Journal Marg, Nariman Point
    Mumbai, 400013

Compare with similar Funds

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Frequently asked questions

How are the returns of Franklin India Opportunities Fund ?

The Franklin India Opportunities Fund is a 9 yrs 8 m old fund and has delivered average annual returns of 15.07% since inception.

Franklin India Opportunities Fund Returns

1-Year 3-Year 5-Year Since Inception
2.73% 22.28% 12.32% 15.07%

NAV or Net Asset Value is the per-unit price of the Mutual Fund. The NAV of a Mutual Fund changes every day. It is calculated by taking the current value of the holdings of the fund at end of the day, subtracting the expenses, and dividing the value by the number of units issued to date.

The NAV of Franklin India Opportunities Fund for Sep 09, 2022 is 130.7 .

On ET Money, Investing in Franklin India Opportunities Fund is fast, easy, and 100% paperless. And it takes only minutes. Here is what you need to do -

  1. Click on the Invest Now Button present on the top right-hand side.
  2. Enter your email id, select whether you want to do a one-time investment or start a SIP and add the amount
  3. Provide few more details needed including the bank account from which you will be making the payment and confirm.
  4. That's it. Your SIP or one-time investment in Franklin India Opportunities Fund is done.

The Expense Ratio of a Mutual Fund is the annual charges you pay to the Mutual Fund company for managing your investments in that fund. The Expense Ratio is a percentage of Assets Under Management (AUM) and is taken from the returns generated by the fund. For this reason, a fund with a lower expense ratio is always better because a smaller part of the returns will be taken and that means more returns for you.

The Expense Ratio of the direct plan of Franklin India Opportunities Fund is 1.89%.  .

Redeeming your investments in Franklin India Opportunities Fund is super easy. If you have invested in this fund via ET Money, just login into the app, go to the investment section and put the redemption request.

If you have invested in Franklin India Opportunities Fund from anywhere else, you can go to the fund house website and put a request through it.

AUM or Asset Under Management is the total value of the assets held by a Mutual Fund scheme. For instance, for an equity Mutual Fund, the AUM will be the total value of its portfolio's equity shares (plus any other asset it might have invested in). The AUM of the fund changes every day because the price of the underlying asset fluctuates daily. However, the Mutual Fund company doesn't update it every day. It is updated only at the end of the month and released within few days of the next month.

The AUM of the fund is a good indicator of its popularity. A fund with a high AUM means a lot of money has been invested in it, and investors like it. However, the AUM should never be the primary criteria while selecting a fund. There are funds with huge AUMs that continue to perform well despite their size.

The AUM of Franklin India Opportunities Fund is ₹639 Crs.

The Franklin India Opportunities Fund has invested the majority of its money in the stocks of the following companies -

Company Percentage of Portfolio
ICICI Bank Ltd. 7.48%
Larsen & Toubro Ltd. 6.96%
Bharat Electronics Ltd. 6.54%
Reliance Industries Ltd. 6.43%
Jubilant FoodWorks Ltd. 5.11%
Hindustan Aeronautics Ltd. 4.75%
Crompton Greaves Ltd. 4.72%
Escorts Kubota Ltd. 3.98%
Crompton Greaves Consumer Electricals Ltd. 3.78%
Bosch Ltd. 3.34%

The Franklin India Opportunities Fund has primarily invested in the following sectors

Sector Percentage of Portfolio
Capital Goods 22.29%
Automobile 19.29%
Financial 10.7%
Services 10.41%
Energy 8.51%
Construction 6.96%
Consumer Discretionary 6.48%
Metals & Mining 2.9%
Technology 2.05%
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