- Mutual Funds
- Franklin Templeton Mutual Funds
- Franklin India Opportunities Fund of (PIDCW-A)
Formerly Franklin India Opportunities DP
Franklin India Opportunities Fund of (PIDCW-A)
₹ 35.0292
NAV (Apr 16)
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.
Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 35.0292
NAV (Apr 16)
Fund Returns
Last 1Y | 55.5% |
Last 3Y | 19.8% |
Last 5Y | 17.6% |
Last 10Y | 16.6% |
Since Inception | 12% |
6 Month CAGR | 20% |
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 | 1.89 |
Launched (24y ago) | Feb 21, 2000 |
AUM in Crores | 2950.348 |
ISIN | INF090I01858 |
Lock-in | No Lock-in |
Benchmark | Nifty 500 TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 13.7 |
Standard Deviation (5yr) | 19.5 |
Beta (3yr) | 0.79 |
Beta (5yr) | 0.92 |
Sharpe Ratio (3yr) | 0.912 |
Sharpe Ratio (5yr) | 0.63 |
YTM | 0 |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Franklin India Opportunities Fund of (PIDCW-A) | 11,40,470 | 4,07,858 | 17.6% | |
| 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
6.3%zomato ltd
5.7%call,cash & other assets
5.6%reliance industries ltd
5.6%bharti airtel ltd
5.2%Allocation by Sector
industrials
26.5%consumer cyclical
20.2%financial services
10.6%healthcare
10%communication services
8.7%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 17,313 cr | ||
₹ 21,475 cr | ||
₹ 14,075 cr | ||
₹ 41,281 cr | ||
₹ 60,559 cr |
About the AMC
Franklin Templeton Asst Mgmt(IND)Pvt Ltd
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
27.9% | 16.8% | ||
22.8% | 18.2% | ||
22.1% | 14.4% | ||
22.8% | 21.4% | ||
25.6% | 15.2% |
Franklin India Opportunities Fund of (PIDCW-A) Review
Franklin India Opportunities Fund of (PIDCW-A) is a Sectoral / Thematic - Special Situations Equity fund and has delivered an annualised return of 12% over a period of 24 years. The fund was previously known as Franklin India Opportunities DP. 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 of (PIDCW-A) as of 4/16/2024 is ₹35.03 with the total AUM as of 4/18/2024 is ₹2950.348. With Scripbox you can compare and check the latest nav for all mutual funds in India. Franklin India Opportunities Fund of (PIDCW-A) 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 of (PIDCW-A) 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 of (PIDCW-A) 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 of (PIDCW-A) is rated as a 1 fund in Equity and delivered 55.5% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Franklin India Opportunities Fund of (PIDCW-A).
Frequently Asked Questions
What is Franklin India Opportunities Fund of (PIDCW-A)?
How to invest in Franklin India Opportunities Fund of (PIDCW-A)?
You can invest in Franklin India Opportunities Fund of (PIDCW-A) 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 of (PIDCW-A)?
The minimum sip amount for Franklin India Opportunities Fund of (PIDCW-A) is ₹1000. You can invest in multiples of ₹5000.
Is Franklin India Opportunities Fund of (PIDCW-A) good to invest in?
As per Scripbox experts, Franklin India Opportunities Fund of (PIDCW-A) is a Not Recommended fund. You can investFranklin India Opportunities Fund of (PIDCW-A) 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 of (PIDCW-A)?
The expense ratio of the Franklin India Opportunities Fund of (PIDCW-A) is 1.89% for regular plan.