Franklin India Opportunities Fund - Direct - Growth
Fund House: Franklin Templeton Mutual Fund| Category: Equity: Thematic-Others |
| Launch Date: 01-01-2013 |
| Asset Class: Equity |
| Benchmark: NIFTY 500 TRI |
| TER: 0.37% As on (31-03-2024) |
| 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: 46.36% | Exit Load: Exit load of 1% if redeemed within 1 year |
236.1044
0.32 (0.1341%)
18.8%
Benchmark: 12.64%
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
0 Years 0 Months
1 Years 4 Months
1 Years 8 Months
8 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 | 14.27 |
| Sharpe Ratio | 1.38 |
| Alpha | 7.27 |
| Beta | 0.93 |
| 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 - Direct - Growth | 01-01-2013 | 78.58 | 42.85 | 30.76 | 24.86 | 20.29 |
| Franklin India Opportunities Fund - Growth | 05-02-2000 | 76.61 | 41.56 | 29.69 | 23.82 | 19.36 |
| Tata Business Cycle Fund-Regular Plan-Growth | 04-08-2021 | 52.66 | 29.66 | - | - | - |
| ICICI Prudential Business Cycle Fund Growth | 05-01-2021 | 51.96 | 28.76 | 25.91 | - | - |
| ICICI Prudential India Opportunities Fund - Cumulative Option | 05-01-2019 | 50.32 | 29.28 | 31.06 | 22.79 | - |
| HSBC Business Cycles Fund - Regular Growth | 20-08-2014 | 49.23 | 28.78 | 25.38 | 20.05 | - |
| SBI Magnum Comma Fund - Regular Plan - Growth | 05-08-2005 | 48.88 | 16.7 | 17.79 | 21.81 | 17.27 |
| Taurus Ethical Fund - Regular Plan - Growth | 06-04-2009 | 46.84 | 19.07 | 18.54 | 18.23 | 15.43 |
| Edelweiss Recently Listed IPO Fund Regular Plan Growth | 16-02-2018 | 46.74 | 14.42 | 16.48 | 22.19 | - |
| ICICI Prudential Commodities Fund - Growth Option | 05-10-2019 | 45.89 | 23.65 | 25.68 | - | - |
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%
