Franklin India Opportunities Fund - IDCW
Fund House: Franklin Templeton Mutual Fund| Category: Equity: Thematic-Others |
| Launch Date: 22-02-2000 |
| Asset Class: Equity |
| Benchmark: NIFTY 500 TRI |
| TER: 1.75% As on (31-12-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 8,380.36 Cr As on 31-12-2025(Source:AMFI) |
| Turn over: 58.25% | Exit Load: In respect of each purchase of Units - 1% if the Units are redeemed/switched- out within one year from the date of allotment |
36.7949
-0.34 (-0.9134%)
12.76%
Benchmark: 12.38%
PERFORMANCE
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Investment Objective
The investment objective of Franklin India Opportunities Fund (FIOF) is 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.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 14.87 |
| Sharpe Ratio | 1.45 |
| Alpha | 9.8 |
| Beta | 0.96 |
| 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 - IDCW | 22-02-2000 | 3.65 | 17.05 | 28.44 | 20.37 | 16.29 |
| HDFC Defence Fund - Growth Option | 02-06-2023 | 18.24 | 22.99 | - | - | - |
| ICICI Prudential Commodities Fund - Growth Option | 05-10-2019 | 17.32 | 12.91 | 16.65 | 23.3 | - |
| SBI COMMA Fund - REGULAR PLAN - Growth | 05-08-2005 | 14.88 | 10.24 | 17.29 | 17.21 | 16.95 |
| ICICI Prudential India Opportunities Fund - Cumulative Option | 05-01-2019 | 13.64 | 16.02 | 22.9 | 25.06 | - |
| ICICI Prudential Equity Minimum Variance Fund - Growth | 09-12-2024 | 12.47 | - | - | - | - |
| Sundaram Services Fund Regular Plan - Growth | 21-09-2018 | 11.72 | 13.12 | 18.95 | 18.91 | - |
| ICICI Prudential Exports & Services Fund - Growth | 01-11-2005 | 9.7 | 14.21 | 19.33 | 17.82 | 13.76 |
| ICICI Prudential Housing Opportunities Fund - Growth | 18-04-2022 | 9.69 | 9.7 | 16.64 | - | - |
| Aditya Birla Sun Life Conglomerate Fund-Regular Growth | 27-12-2024 | 6.22 | - | - | - | - |
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
32.94%
Others
8.21%
Large Cap
42.54%
Mid Cap
16.31%
Scheme Documents
There are no scheme documents available
