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Franklin India Opportunities Fund - Growth
Category: Equity: Thematic-Others
Launch Date: 05-02-2000
AUM:
₹ 8,303.72 Cr
Expense Ratio
1.74%
Benchmark
NIFTY 500 TRI
ISIN
INF090I01841
Minimum Investment
5000.0
Minimum Topup
1000.0
Minimum SIP Amount
500
Fund Manager
R. Janakiraman, Kiran Sebastian, Sandeep Manam (dedicated for making investments for Foreign Securities)
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Franklin India Opportunities Fund - Growth | 4.15 | 29.88 | 21.38 |
| NIFTY 500 TRI | 7.58 | 16.79 | 15.88 |
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%
Overview
NAV
258.8593
Last change
-3.19 (-1.2312%)
Fund Size (AUM)
₹ 8,303.72 Cr
Performance
13.63% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
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.
Fund Manager
R. Janakiraman, Kiran Sebastian, Sandeep Manam (dedicated for making investments for Foreign Securities)
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| AXIS BANK LIMITED EQ NE FV RS. 2/- | 6.09 |
| STATE BANK OF INDIA EQ NEW RE. 1/- | 5.87 |
| Call, Cash & Other Assets | 4.35 |
| Amphenol Corp | 3.56 |
| RELIANCE INDUSTRIES LIMITED EQ | 3.14 |
| BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- | 2.93 |
| Hindustan Aeronautics Ltd | 2.91 |
| MAHINDRA AND MAHINDRA LIMITED EQ NEW F.V. RS.5 | 2.89 |
| MPHASIS LIMITED EQ | 2.76 |
| APL APOLLO TUBES LIMITED EQ NEW FV RS. 2/- | 2.67 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 23.78 |
| Healthcare | 12.43 |
| Capital Goods | 11.9 |
| Automobile and Auto Components | 7.82 |
| Information Technology | 7.68 |
| Consumer Services | 5.4 |
| Telecommunication | 5.3 |
| Chemicals | 4.32 |
| Consumer Durables | 3.79 |
| Oil, Gas & Consumable Fuels | 3.14 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Franklin India Opportunities Gr | 21.38 |
| ICICI Pru Commodities Gr | 23.49 |
| HDFC Defence Fund Gr | 0.0 |
| ICICI Pru India Opportunities Cum | 25.37 |
| ICICI Prudential Equity Minimum Variance Fund Gr | 0.0 |
| SBI COMMA Fund Reg PLAN Gr | 17.0 |
| Sundaram Services Reg Gr | 19.31 |
| ICICI Pru Exports & Services Gr | 18.41 |
| ICICI Prudential Housing Opportunities Fund Gr | 0.0 |
| ABSL Conglomerate Fund Reg Gr | 0.0 |
