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: 1.77% As on (30-04-2026) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 8,534.74 Cr As on 30-04-2026(Source:AMFI) |
| Turn over: 57.81% | 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 |
250.8046
1.53 (0.6091%)
13.28%
Benchmark: 12.15%
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 | 17.92 |
| Sharpe Ratio | 1.09 |
| Alpha | 8.4 |
| Beta | 1.05 |
| 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 | 2.33 | 4.6 | 24.3 | 19.08 | 16.12 |
| ICICI Prudential Commodities Fund - Growth Option | 05-10-2019 | 21.19 | 9.85 | 21.55 | 17.98 | - |
| Quant Commodities Fund - Growth Option - Regular Plan | 27-12-2023 | 17.26 | 10.37 | - | - | - |
| SBI COMMA Fund - REGULAR PLAN - Growth | 05-08-2005 | 15.82 | 9.58 | 22.0 | 12.9 | 17.03 |
| HDFC Defence Fund - Growth Option | 02-06-2023 | 13.87 | 13.13 | - | - | - |
| Edelweiss Recently Listed IPO Fund Regular Plan Growth | 16-02-2018 | 13.74 | 10.27 | 18.11 | 12.93 | - |
| HSBC India Export Opportunities Fund - Regular Growth | 25-09-2024 | 10.2 | - | - | - | - |
| Quant Momentum Fund - Growth Option - Regular Plan | 20-11-2023 | 6.48 | 1.72 | - | - | - |
| ICICI Prudential India Opportunities Fund - Cumulative Option | 05-01-2019 | 2.36 | 7.97 | 19.76 | 19.66 | - |
| ICICI Prudential Housing Opportunities Fund - Growth | 18-04-2022 | 2.24 | 4.63 | 15.78 | - | - |
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
29.45%
Others
14.51%
Large Cap
41.71%
Mid Cap
14.33%
