Franklin India Opportunities Fund - Growth
Category: Equity: Thematic-Others
Launch Date: 05-02-2000
AUM:
₹ 8,188.58 Cr
Expense Ratio
1.75%
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 | 9.28 | 29.58 | 25.87 |
| NIFTY 500 TRI | 9.79 | 16.07 | 19.27 |
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
260.8611
Last change
-1.4 (-0.5385%)
Fund Size (AUM)
₹ 8,188.58 Cr
Performance
13.75% (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 (%) |
|---|---|
| Call, Cash & Other Assets | 6.04 |
| AXIS BANK LIMITED EQ NE FV RS. 2/- | 5.94 |
| STATE BANK OF INDIA EQ NEW RE. 1/- | 5.7 |
| ZOMATO LIMITED EQ | 3.71 |
| MARUTI SUZUKI INDIA LIMITED EQ | 3.35 |
| RELIANCE INDUSTRIES LIMITED EQ | 3.02 |
| BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- | 2.91 |
| MPHASIS LIMITED EQ | 2.75 |
| MAHINDRA AND MAHINDRA LIMITED EQ NEW F.V. RS.5 | 2.72 |
| NTPC LIMITED EQ | 2.61 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 24.53 |
| Healthcare | 12.99 |
| Automobile and Auto Components | 8.84 |
| Capital Goods | 7.04 |
| Information Technology | 6.97 |
| Consumer Services | 6.88 |
| Telecommunication | 5.46 |
| Chemicals | 4.65 |
| Oil, Gas & Consumable Fuels | 3.02 |
| Power | 2.61 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Franklin India Opportunities Gr | 25.87 |
| HDFC Defence Fund Gr | 0.0 |
| ICICI Pru Commodities Gr | 29.76 |
| Sundaram Services Reg Gr | 22.92 |
| ICICI Pru India Opportunities Cum | 30.99 |
| SBI COMMA Fund Reg PLAN Gr | 20.05 |
| ICICI Pru Exports & Services Gr | 22.95 |
| ICICI Prudential Housing Opportunities Fund Gr | 0.0 |
| SBI Equity Minimum Variance Fund Reg Gr | 16.54 |
| HSBC India Export Opportunities Fund Reg Gr | 0.0 |