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Franklin India Opportunities Fund - Growth

Category: Equity: Thematic-Others
Launch Date: 22-02-2000
Asset Class: Equity
Benchmark: Nifty 500 TRI
Expense Ratio: 2.61% As on (30-06-2018)
Status: Open Ended Schemes(Equity Scheme - Sectoral/ Thematic) for subscription
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 641.37 Cr As on (31-07-2018)
Turn over: 28.86%
NAV as on 17-08-2018

75.5394

0.87 (1.157%)

CAGR Since Inception

11.88%

Nifty 500 TRI 17.38%

PERFORMANCE of Franklin India Opportunities Fund - Growth

Scheme Performance (%)

Data as on - 17-08-2018

Yearly Performance (%)

Fund Managers

Mr. R Janakiraman, Mr. Hari Shyamsunder, Mr. Srikesh Nair

Mr. Janakiraman is a B.E and PGDM (Business Management). Prior to joining Franklin Templeton Investments, he has worked with Indian Syntans Inv. Pvt. Ltd., Citicorp Information Tech Ltd. and UTI Securities Exchange Ltd.

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.

Riskometer

riskometer

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 14.83 0.48 -2.86 1.04 - -
Equity: Thematic-Others - - - - - -

PEER COMPARISION of Franklin India Opportunities Fund - Growth

Period
Data as on - 17-08-2018
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Franklin India Opportunities Fund - Growth 22-02-2000 9.15 11.47 8.71 21.26 11.6
ICICI Prudential FMCG Fund - Growth 31-03-1999 22.38 18.28 15.83 17.85 19.42
Taurus Ethical Fund - Regular Plan - Growth Option 06-04-2009 21.72 14.16 8.51 19.11 0.0
SBI Magnum Equity ESG Fund- REGULAR PLAN - Growth 27-11-2006 12.32 11.74 10.29 18.58 12.79
Tata Ethical Fund Regular Plan - Growth 24-05-1996 11.37 9.64 5.73 16.99 13.39
ICICI Prudential Exports & Services Fund - Growth 30-11-2005 11.18 10.38 6.37 21.63 15.11
Reliance Quant Fund -Growth Plan - Growth Option 02-02-2005 9.89 14.2 9.41 14.91 10.95
Aditya Birla Sun Life Commodity Equities Fund - Global Agri Plan - Growth - Regular Plan 07-11-2008 6.43 5.71 2.77 5.47 0.0
UTI-Transpotation and Logistics Fund-Growth Option 01-08-2005 6.27 10.78 8.48 31.94 24.21
Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth 31-01-2015 5.54 12.66 10.15 0.0 0.0

PORTFOLIO ANALYSIS of Franklin India Opportunities Fund - Growth

Asset Allocation (%)

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