Franklin India Opportunities Fund - Growth
Fund House: Franklin Templeton Mutual Fund| Category: Equity: Thematic-Others |
| Launch Date: 05-02-2000 |
| Asset Class: Equity |
| Benchmark: NIFTY 500 TRI |
| TER: 1.9% As on (29-02-2024) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 2,950.35 Cr As on (31-03-2024) |
| Turn over: 41.73% | Exit Load: Exit load of 1% if redeemed within 1 year |
207.3399
-0.79 (-0.3818%)
13.63%
Benchmark: 12.57%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY 50 TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
6 Years 1 Months
7 Years 11 Months
14 Years 9 Months
21 Years 0 Months
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
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.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 14.24 |
| Sharpe Ratio | 1.33 |
| Alpha | 6.46 |
| Beta | 0.92 |
| Yield to Maturity | - |
| Average Maturity | - |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| Franklin India Opportunities Fund - Growth | 05-02-2000 | 70.28 | 35.03 | 28.43 | 22.71 | 18.72 |
| UTI-Transpotation and Logistics Fund-Growth Option | 01-08-2005 | 58.38 | 34.43 | 27.7 | 18.72 | 17.51 |
| ICICI PRUDENTIAL TRANSPORTATION AND LOGISTICS FUND - Growth | 05-10-2022 | 58.13 | - | - | - | - |
| BANDHAN TRANSPORTATION AND LOGISTICS FUND - GROWTH - REGULAR PLAN | 25-10-2022 | 54.53 | - | - | - | - |
| Tata Business Cycle Fund-Regular Plan-Growth | 04-08-2021 | 51.25 | 25.77 | - | - | - |
| ICICI Prudential Business Cycle Fund Growth | 05-01-2021 | 50.61 | 26.09 | 27.1 | - | - |
| ICICI Prudential India Opportunities Fund - Cumulative Option | 05-01-2019 | 49.52 | 26.91 | 31.49 | 21.88 | - |
| Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth | 31-01-2015 | 48.38 | 18.82 | 18.31 | 16.38 | - |
| Kotak Pioneer Fund- Regular Plan- Growth Option | 31-10-2019 | 46.15 | 20.98 | 19.59 | - | - |
| Taurus Ethical Fund - Regular Plan - Growth | 06-04-2009 | 45.96 | 16.98 | 18.46 | 18.02 | 15.18 |
Scheme Characteristics
Minimum investment in equity & equity related instruments of a particular sector/ particular theme - 80% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
40.46%
Others
10.45%
Large Cap
40.38%
Mid Cap
8.67%
