- Mutual Funds
- Franklin Templeton Mutual Funds
- Franklin India Opportunities Fund (Growth)
Formerly Franklin India Opportunity Gr
Franklin India Opportunities Fund (Growth)
₹ 130.0279
NAV (May 29)
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.
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 130.0279
NAV (May 29)
Fund Returns
Last 1Y | 30.1% |
Last 3Y | 32.3% |
Last 5Y | 12.2% |
Last 10Y | 15.2% |
Since Inception | 11.7% |
6 Month CAGR | 6.6% |
Scheme Information
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 | 2.51 |
Launched (23y ago) | Feb 21, 2000 |
AUM in Crores | 671.821 |
ISIN | INF090I01841 |
Lock-in | No Lock-in |
Benchmark | IISL Nifty 500 TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 14.8 |
Standard Deviation (5yr) | 19.7 |
Beta (3yr) | 0.88 |
Beta (5yr) | 0.97 |
Sharpe Ratio (3yr) | 1.385 |
Sharpe Ratio (5yr) | 0.347 |
YTM | 0 |
Returns Calculator Comparison
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for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Franklin India Opportunities Fund (Growth) | 9,89,656 | 2,57,044 | 12.2% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
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
Top Stock Holdings
icici bank ltd
7.9%kirloskar oil engines ltd
7.3%hindustan aeronautics ltd ordinary shares
7%reliance industries ltd
5.2%ion exchange (india) ltd shs dematerialised
4.1%Allocation by Sector
industrials
43.2%consumer cyclical
19.6%financial services
14.3%energy
7.2%technology
5.4%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 14,448 cr | ||
₹ 8,056 cr | ||
₹ 10,178 cr | ||
₹ 8,860 cr | ||
₹ 7,811 cr |
About the AMC
Franklin Templeton Asst Mgmt(IND)Pvt Ltd
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
7% | 14.9% | ||
7% | 14.9% | ||
7% | 14.9% | ||
37.8% | 16% | ||
35.4% | 13.8% |
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 11.7% over a period of 23 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 5/29/2023 is ₹130.03 with the total AUM as of 5/30/2023 is ₹671.821. 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 IISL Nifty 500 TR INR.
Franklin India Opportunities Fund (G) is rated as a 1 fund in Equity and delivered 30.1% 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)?
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 2.51% for regular plan.