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: 1.8% As on (30-11-2024)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 5,622.81 Cr As on 31-10-2024(Source:AMFI)
Turn over: 58.25% | Exit Load: Exit load of 1% if redeemed within 1 year

256.3412

14.23%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
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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

Standard Deviation 15.54
Sharpe Ratio 1.19
Alpha 9.72
Beta 0.97
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 46.1 43.64 29.29 28.89 16.8
HDFC Defence Fund - Growth Option 05-06-2023 57.79 - - - -
HSBC Business Cycles Fund - Regular Growth 20-08-2014 45.27 35.02 26.72 24.45 14.5
Union Innovation & Opportunities Fund - Regular Plan - Growth Option 06-09-2023 44.51 - - - -
Quant Momentum Fund - Growth Option - Regular Plan 20-11-2023 40.5 - - - -
Mahindra Manulife Business Cycle Fund- Regular Plan - Growth 11-09-2023 39.69 - - - -
ICICI Prudential Innovation Fund - Growth 05-04-2023 38.63 - - - -
Kotak Pioneer Fund- Regular Plan- Growth Option 31-10-2019 36.93 31.92 18.65 25.28 -
Axis Innovation Fund - Regular Plan - Growth Option 05-12-2020 36.73 25.72 13.34 - -
Kotak Business Cycle Fund-Regular Plan-Growth 05-09-2022 34.98 24.97 - - -

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

40.76%

Others

7.59%

Large Cap

38.03%

Mid Cap

13.6%

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