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  • Franklin India Opportunities Fund (Growth)

Formerly Franklin India Opportunity Gr

Franklin Templeton Mutual Funds

Franklin India Opportunities Fund (Growth)

EquitySectoral / Thematic - Special Situations

230.1897

NAV (May 24)

25.1%
5 Year CAGR
Scripbox Opinion
Not Recommended
Click here for top ranked funds in sectoral / thematic - special situations mutual funds.

Sectoral / thematic - special situations funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).

This category has few funds and relatively small amounts invested in them.

The broad market index has performed moderately well over time however, funds in the category have underperformed the benchmark index.Investing in these funds will require investors to have a unique insight into the specific areas of investment that these funds focus on.In addition the investor will need to have the ability,inclination and expertise to monitor the prospects closely.Investors are therefore better off investing in diversified funds rather than this category.

Our analysis of this fundLearn how we rate funds ->

Fund Size

Poor

The performance of the fund on a Fund Size metric has been Poor

Outperformance Consistency

Category Leader

The fund has been a Category Leader on the Outperformance Consistency metric

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

230.1897

NAV (May 24)

Fund Returns

Last 1Y
78.7%
Last 3Y
30.3%
Last 5Y
25.1%
Last 10Y
18.9%
Since Inception
13.8%
6 Month CAGR
40.8%

Scheme Information

Investment Objective

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

Expense Ratio
1.91
Launched (24y ago)
Feb 21, 2000
AUM in Crores
3459.536
ISIN
INF090I01841
Lock-in
No Lock-in
Benchmark
Nifty 500 TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
15
Standard Deviation (5yr)
20.1
Beta (3yr)
0.94
Beta (5yr)
0.99
Sharpe Ratio (3yr)
1.48
Sharpe Ratio (5yr)
0.921
YTM
0
Fund Managers

R. Janakiraman

Fund Manager

Sandeep Manam

Fund Manager

Kiran Sebastian

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Franklin India Opportunities Fund (Growth)70%14,00,805 6,68,19325.1%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

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 before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2024-05-24

Top Stock Holdings

icici bank ltd

5.6%
5.6%

call,cash & other assets

5.5%
5.5%

zomato ltd

5.2%
5.2%

bharti airtel ltd

4.8%
4.8%

reliance industries ltd

4.7%
4.7%
See all holdings

Allocation by Sector

industrials

28%
28%

consumer cyclical

19.2%
19.2%

financial services

10%
10%

healthcare

8.4%
8.4%

communication services

8.3%
8.3%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
Mirae Asset ELSS Tax Saver Fund (G)
Mirae Asset ELSS Tax Saver Fund (G)

₹ 22,471 cr

₹ 18,691 cr

₹ 14,859 cr

₹ 54,904 cr

₹ 42,664 cr

amc-img

About the AMC

Franklin Templeton Asst Mgmt(IND)Pvt Ltd

Franklin Templeton Asst Mgmt(IND)Pvt Ltd manages assets worth 97,699 crores and was set up on 6 October 1995. It's current offering of mutual fund schemes includes 39 equity,207 debt and 30 hybrid funds.amc-img
phone-img022-67519100
Fund NameScripbox Opinion
Till Date CAGR

27.1%

17%

22.3%

18.4%

20.2%

14.6%

21.9%

21.5%

25.4%

15.4%

Franklin India Opportunities Fund (G) Review

Franklin India Opportunities Fund (G) is a Sectoral / Thematic - Special Situations Equity fund and has delivered an annualised return of 13.8% over a period of 24 years. The fund was previously known as Franklin India Opportunity Gr. The fund is managed by Franklin Templeton Asst Mgmt(IND)Pvt Ltd. The fund managers are Kiran Sebastian, R. Janakiraman, Sandeep Manam.

Nav of Franklin India Opportunities Fund (G) as of 5/24/2024 is ₹230.19 with the total AUM as of 5/27/2024 is ₹3459.536. With Scripbox you can compare and check the latest nav for all mutual funds in India. Franklin India Opportunities Fund (G) was launched on Feb 21, 2000. The category risk of the fund is Very High Risk.

The minimum SIP amount for Franklin India Opportunities Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

Franklin India Opportunities Fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to Nifty 500 TR INR.

Franklin India Opportunities Fund (G) is rated as a 1 fund in Equity and delivered 78.7% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Franklin India Opportunities Fund (G).

Frequently Asked Questions

What is Franklin India Opportunities Fund (G)?

Franklin India Opportunities Fund (G) is a Sectoral / Thematic - Special Situations Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

How to invest in Franklin India Opportunities Fund (G)?

You can invest in Franklin India Opportunities Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

What is the minimum sip amount of Franklin India Opportunities Fund (G)?

The minimum sip amount for Franklin India Opportunities Fund (G) is ₹1000. You can invest in multiples of ₹5000.

Is Franklin India Opportunities Fund (G) good to invest in?

As per Scripbox experts, Franklin India Opportunities Fund (G) is a Not Recommended fund. You can investFranklin India Opportunities Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

What is the expense ratio of the Franklin India Opportunities Fund (G)?

The expense ratio of the Franklin India Opportunities Fund (G) is 1.91% for regular plan.