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: 1.87% As on (30-06-2024)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 4,575.97 Cr As on (30-06-2024)
Turn over: 58.25% | Exit Load: Exit load of 1% if redeemed within 1 year

244.7577

14.24%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY 50 TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

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 15.11
Sharpe Ratio 1.45
Alpha 10.04
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 - Growth 05-02-2000 67.86 48.58 29.88 27.77 18.63
HDFC Defence Fund - Growth Option 05-06-2023 113.65 - - - -
Quant Business Cycle Fund - Growth Option - Regular Plan 30-05-2023 66.24 - - - -
HDFC Housing Opportunities Fund - Growth Option 06-12-2017 55.21 40.38 25.45 21.0 -
ICICI Prudential Innovation Fund - Growth 27-04-2023 53.64 - - - -
HSBC Business Cycles Fund - Regular Growth 20-08-2014 48.23 35.4 25.22 22.96 -
Samco Active Momentum Fund - Regular Plan - Growth Option 05-07-2023 47.06 - - - -
Taurus Ethical Fund - Regular Plan - Growth 06-04-2009 46.99 28.13 18.29 22.61 14.8
Tata Business Cycle Fund-Regular Plan-Growth 04-08-2021 46.32 36.21 - - -
SBI Magnum Comma Fund - Regular Plan - Growth 05-08-2005 45.66 27.35 14.45 23.66 14.79

Scheme Characteristics

Minimum investment in equity & equity related instruments of a particular sector/ particular theme - 80% of total assets.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

46.93%

Others

2.06%

Large Cap

38.87%

Mid Cap

6.45%

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