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Scheme Overview

Franklin India Opportunities Fund - Growth

Category: Equity: Thematic-Others
Launch Date: 05-02-2000
Asset Class: Equity
Benchmark: NIFTY 500 TRI
Expense Ratio: 1.89% As on (31-03-2024)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 2,950.35 Cr As on (31-03-2024)
Turn over: 46.36
NAV as on 26-04-2024

216.206

2.19 (1.0118%)

CAGR Since Inception

13.81%

NIFTY 500 TRI 12.63%

PERFORMANCE of Franklin India Opportunities Fund - Growth

Scheme Performance (%) Data as on - 26-04-2024

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Franklin India Opportunities Fund - Growth 77.47 29.62 23.59 19.16 13.81
NIFTY 500 TRI 40.87 21.15 17.98 15.91 12.63
Equity: Thematic-Others 44.38 22.29 20.34 16.74 24.63

Fund Managers

R Janakiraman, Sandeep Manam, Kiran Sebastian

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.

RETURNS CALCULATOR for Franklin India Opportunities Fund - Growth

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Key Performance and Risk Statistics of Franklin India Opportunities Fund - Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Franklin India Opportunities Fund - Growth 14.24 1.33 6.46 0.92 - -
Equity: Thematic-Others - - - - - -

PEER COMPARISION

Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Franklin India Opportunities Gr 05-02-2000 77.47 40.43 29.62 23.59 19.16
Tata Business Cycle Fund Reg Gr 04-08-2021 53.48 28.64 0.0 0.0 0.0
ICICI Pru Business Cycle Fund Gr 05-01-2021 52.2 27.39 26.31 0.0 0.0
ICICI Pru India Opportunities Cum 05-01-2019 51.1 28.03 31.97 22.51 0.0
SBI Magnum Comma Fund Reg Gr 05-08-2005 50.76 16.09 19.85 21.9 17.11
Taurus Ethical Fund Reg Gr 06-04-2009 49.85 18.99 19.14 18.29 15.36
HSBC Business Cycles Fund Reg Gr 20-08-2014 49.52 27.98 25.59 19.63 0.0
ICICI Pru Commodities Gr 05-10-2019 47.71 23.39 28.38 0.0 0.0
Edelweiss Recently Listed IPO Fund Reg Gr 16-02-2018 47.67 13.49 16.73 21.99 0.0
ABSL Special Opp Reg Gr 23-10-2020 46.51 18.61 19.66 0.0 0.0

Asset Allocation (%)

PORTFOLIO ANALYSIS of Franklin India Opportunities Fund - Growth

Portfolio as on

Top 10 Sectors in portfolio (%)

Top 10 Stocks in portfolio (%)