• Mutual Funds
  • Franklin Templeton Mutual Funds
  • Franklin India Opportunities Fund (RIDCW-A)

Formerly Franklin India Opportunities DR

Franklin Templeton Mutual Funds

Franklin India Opportunities Fund (RIDCW-A)

EquitySectoral / Thematic - Special Situations

23.9567

NAV (Aug 16)

10.9%
5 Year CAGR
Scripbox Opinion
Not Recommended
Click here for top ranked funds in sectoral / thematic - special situations mutual funds.

However, Scripbox does not recommend investing in sectoral / thematic - special situations mutual funds.

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.

Our analysis of this fundLearn how we rate funds ->

Fund Size

₹ 639 Cr

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

Outperformance Consistency

Good

The performance of the fund on a Outperformance Consistency metric has been Good

View all 7 analysis

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Invest in this fund

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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

23.9567

NAV (Aug 16)

Fund Returns

Last 1Y

2.3%

Last 3Y

19.1%

Last 5Y

10.9%

Last 10Y

14.8%

Since Inception

11%

6 Month CAGR

2.1%

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

2.57

Launched (22y ago)

Feb 21, 2000

AUM in Crores

638.757

ISIN

INF090I01866

Lock-in

No Lock-in

Benchmark

IISL Nifty 500 TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Fund Managers

R. Janakiraman

Fund Manager

Sandeep Manam

Fund Manager

Kiran Sebastian

Fund Manager

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%965,796 233,18411.25%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 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 2022-08-16

Top Stock Holdings

call,cash & other assets

10.4%
10.4%

icici bank ltd

7.5%
7.5%

larsen & toubro ltd

7%
7%

bharat electronics ltd

6.5%
6.5%

reliance industries ltd

6.4%
6.4%
See all holdings

Allocation by Sector

industrials

37.1%
37.1%

consumer cyclical

24.2%
24.2%

financial services

12.7%
12.7%

energy

8.5%
8.5%

communication services

5.4%
5.4%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
Nippon India Value Fund (G)
Nippon India Value Fund (G)

₹ 4,507 cr

₹ 14,233 cr

₹ 14,233 cr

₹ 4,507 cr

₹ 4,507 cr

About the AMC

Franklin Templeton Asst Mgmt(IND)Pvt Ltd

Franklin Templeton Asst Mgmt(IND)Pvt Ltd manages assets worth 65,158 crores and was set up on 6 October 1995. It's current offering of mutual fund schemes includes 39 equity,183 debt and 27 hybrid funds.

amc-img

  • 022-67519100
  • services@franklintempleton.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    14.8%

    16.4%

    14.8%

    16.4%

    14.8%

    16.4%

    20.9%

    13.6%

    25.1%

    14.1%

    Investment Calculator

    Investment Duration5 years

    0

    Total Investment

    0

    Wealth Gained

    0

    Total Corpus Created (₹)

    With CAGR of 11.25 % in 5 years

    Franklin India Opportunities Fund (RIDCW-A) Review

    Franklin India Opportunities Fund (RIDCW-A) is a Sectoral / Thematic - Special Situations Equity fund and has delivered an annualised return of 11% over a period of 22 years. The fund was previously known as Franklin India Opportunities DR. 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 (RIDCW-A) as of 8/16/2022 is ₹23.96 with the total AUM as of 8/17/2022 is ₹638.757. With Scripbox you can compare and check the latest nav for all mutual funds in India. Franklin India Opportunities Fund (RIDCW-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 (RIDCW-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 (RIDCW-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 IISL Nifty 500 TR INR.

    Franklin India Opportunities Fund (RIDCW-A) is rated as a 1 fund in Equity and delivered 2.3% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Franklin India Opportunities Fund (RIDCW-A).

    Frequently Asked Questions

    What is Franklin India Opportunities Fund (RIDCW-A)?

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

    How to invest in Franklin India Opportunities Fund (RIDCW-A)?

    You can invest in Franklin India Opportunities Fund (RIDCW-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 (RIDCW-A)?

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

    Is Franklin India Opportunities Fund (RIDCW-A) good to invest in?

    As per Scripbox experts, Franklin India Opportunities Fund (RIDCW-A) is a Not Recommended fund. You can investFranklin India Opportunities Fund (RIDCW-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 (RIDCW-A)?

    The expense ratio of the Franklin India Opportunities Fund (RIDCW-A) is 2.57% for regular plan.