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
Expense Ratio: 2.57% As on (30-06-2022)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 638.76 Cr As on (31-07-2022)
Turn over: 0.63% | Exit Load: 1% for redemption within 365 days

117.9659

11.86%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY 500 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

Volatility 14.83
Sharp Ratio 0.42
Alpha -1.88
Beta 0.99
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 2.97 30.09 19.68 11.22 14.93
UTI-Transpotation and Logistics Fund-Growth Option 01-08-2005 30.38 35.1 24.45 6.76 18.18
ICICI Prudential FMCG Fund - Growth 31-03-1999 24.63 23.89 16.96 12.72 14.63
Aditya Birla Sun Life Commodity Equities Fund - Global Agri Plan - Growth - Regular Plan 07-11-2008 24.54 32.17 18.99 12.16 8.57
Quant ESG Equity Fund - Growth Option - Regular Plan 06-11-2020 23.61 - - - -
ICICI Prudential India Opportunities Fund - Cumulative Option 01-01-2019 21.44 42.28 26.01 - -
ICICI Prudential Business Cycle Fund Growth 05-01-2021 14.11 - - - -
Quant Quantamental Fund - Growth Option - Regular Plan 20-04-2021 13.66 - - - -
L&T Business Cycles Fund - Regular Plan - Growth 20-08-2014 12.53 33.55 18.92 8.97 -
Sundaram Services Fund Regular Plan - Growth 21-09-2018 12.22 37.64 25.51 - -

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

5.96%

Others

18.46%

Large Cap

36.62%

Mid Cap

38.94%

Scheme Documents

June 2022

Tax Benefits of investing in this fund

Long term capital gains (LTCG) tax @10% (plus surcharge, if applicable and cess) without indexation if units held for more than 12 months#

Short term capital gains (STCG) tax @ 15% (plus surcharge, if applicable and cess) if units are held for less than 12 months.

Investor does not pay any tax on dividends but a Dividend Distribution Tax (DDT) is deducted at source @11.648% (10% + 12% surcharge + 4% Health & education cess) **

# Capital gain accrued up to January 31st 2018 is exempt from LTCG tax in respect of units acquired before January 31, 2018 & redeemed on or after April 1, 2018. ** The DDT is to be paid by the mutual fund

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