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: 1.94% As on (31-01-2024)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 2,492.03 Cr As on (31-01-2024)
Turn over: 40.07% | Exit Load: Exit load of 1% if redeemed within 1 year

199.4784

13.53%

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 14.58
Sharpe Ratio 1.41
Alpha 5.97
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 69.07 32.88 25.57 23.82 19.71
ICICI PRUDENTIAL TRANSPORTATION AND LOGISTICS FUND - Growth 05-10-2022 55.15 - - - -
UTI-Transpotation and Logistics Fund-Growth Option 01-08-2005 54.64 30.94 24.23 19.86 19.06
BANDHAN TRANSPORTATION AND LOGISTICS FUND - GROWTH - REGULAR PLAN 25-10-2022 51.87 - - - -
Tata Business Cycle Fund-Regular Plan-Growth 04-08-2021 50.14 27.57 - - -
Edelweiss Recently Listed IPO Fund Regular Plan Growth 16-02-2018 48.77 15.6 17.89 23.63 -
ICICI Prudential Business Cycle Fund Growth 05-01-2021 48.35 25.87 24.03 - -
Taurus Ethical Fund - Regular Plan - Growth 06-04-2009 48.2 22.41 20.76 19.91 16.14
ICICI Prudential India Opportunities Fund - Cumulative Option 01-01-2019 47.0 29.21 29.85 24.02 -
HSBC Business Cycles Fund - Regular Growth 20-08-2014 46.67 25.12 22.56 20.46 -

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

39.33%

Others

9.63%

Large Cap

35.31%

Mid Cap

15.74%

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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