Franklin India Opportunities Fund - IDCW
Fund House: Franklin Templeton Mutual Fund| Category: Equity: Thematic-Others |
| Launch Date: 22-02-2000 |
| Asset Class: Equity |
| Benchmark: NIFTY 500 TRI |
| TER: 1.79% As on (30-04-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 6,484.96 Cr As on 30-04-2025(Source:AMFI) |
| Turn over: 58.25% | 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 |
37.8836
-0.39 (-1.0258%)
12.9%
Benchmark: 12.54%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY 500 TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
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 2 Months
24 Years 3 Months
There is no value for 5x
There is no value for 10x
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 | 14.87 |
| Sharpe Ratio | 1.45 |
| Alpha | 9.8 |
| 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 - IDCW | 22-02-2000 | 6.36 | 36.47 | 33.4 | 33.25 | 14.85 |
| Sundaram Services Fund Regular Plan - Growth | 21-09-2018 | 19.17 | 24.44 | 22.18 | 29.68 | - |
| Bandhan Innovation Fund - Regular Plan - Growth | 30-04-2024 | 17.04 | - | - | - | - |
| HDFC Defence Fund - Growth Option | 02-06-2023 | 16.02 | - | - | - | - |
| ICICI Prudential Exports & Services Fund - Growth | 01-11-2005 | 14.26 | 28.03 | 23.4 | 28.66 | 13.75 |
| ICICI Prudential India Opportunities Fund - Cumulative Option | 05-01-2019 | 13.91 | 29.89 | 26.12 | 34.4 | - |
| Kotak Business Cycle Fund-Regular Plan-Growth | 05-09-2022 | 11.82 | 22.79 | - | - | - |
| Kotak Pioneer Fund- Regular Plan- Growth Option | 31-10-2019 | 11.4 | 27.07 | 23.52 | 29.32 | - |
| ICICI Prudential Innovation Fund - Growth | 05-04-2023 | 10.88 | 33.62 | - | - | - |
| ICICI Prudential Business Cycle Fund Growth | 05-01-2021 | 10.77 | 29.06 | 25.53 | - | - |
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
27.2%
Others
7.11%
Large Cap
52.76%
Mid Cap
12.92%
