Franklin India Opportunities Fund - Direct - IDCW
Expense Ratio: 0.52
Risk: Very High
Equity Scheme - Sectoral/ Thematic
Plan: Direct
Benchmark: Nifty 500 TRI
Inception: 21-02-2000
Exit Load: Nil
Fund Size:₹8,379.48 Cr
Performance
1Y
Fund-4.91%
Cat. Avg.N/A
2Y
Fund-5.04%
Cat. Avg.N/A
3Y
Fund13.22%
Cat. Avg.N/A
5Y
Fund9.83%
Cat. Avg.N/A
10Y
Fund7.64%
Cat. Avg.N/A
SI
Fund8.79%
Cat. Avg.N/A
Fund Facts
Manager(s)
Sandeep Manam
Beta
0.99
Std Dev
4.45%
Taxation
Within 1 Year (STCG (Short Term)):20%
After 1 Year (LTCG (Long Term)):12.5%
*Tax rates as per Finance Act 2024. Surcharge & cess may apply.
Allocation
Visualizing Fund's Exposure
Asset Class
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Market Cap
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Top Sectors
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Asset Class
Market Cap
Top Sectors
Portfolio Holdings
Detailed breakdown of instruments.
Instrument | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | Axis Bank Ltd | 458.56 | 6.05% |
| 2 | NTPC Ltd | 379.17 | 5.00% |
| 3 | State Bank of India | 290.85 | 3.84% |
| 4 | Shriram Finance Ltd | 285.81 | 3.77% |
| 5 | Reliance Industries Ltd | 283.21 | 3.74% |
| 6 | Amphenol Corp | 278.39 | 3.67% |
| 7 | Oil & Natural Gas Corporation Ltd | 257.86 | 3.40% |
| 8 | APL Apollo Tubes Ltd | 249.82 | 3.30% |
| 9 | Call, Cash & Other Assets | 238.75 | 3.15% |
| 10 | HDFC Bank Ltd | 205.30 | 2.71% |
Similar Funds
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Aug, 25 | 60000 | 61192 | +2.0% | +4.2% |
| 2Y | 07 Aug, 24 | 1.20 L. | 1.20 L. | +0.3% | +0.3% |
| 3Y | 07 Aug, 23 | 1.80 L. | 1.92 L. | +6.8% | +4.5% |
| 5Y | 09 Aug, 21 | 3 L. | 3.91 L. | +30.5% | +10.8% |
| 10Y | 08 Aug, 16 | 6 L. | 10.34 L. | +72.3% | +10.6% |
| SI | 07 Jan, 13 | 8.15 L. | 16.03 L. | +96.7% | +9.5% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 15 Jul, 25 | 1 L. | 95085 | -4.9% | -4.9% |
| 2Y | 15 Jul, 24 | 1 L. | 90172 | -9.8% | -5.0% |
| 3Y | 17 Jul, 23 | 1 L. | 1.45 L. | +44.7% | +13.1% |
| 5Y | 15 Jul, 21 | 1 L. | 1.60 L. | +59.8% | +9.8% |
| 10Y | 15 Jul, 16 | 1 L. | 2.09 L. | +108.8% | +7.6% |
| SI | 01 Jan, 13 | 1 L. | 3.13 L. | +212.9% | +8.8% |
SIP Planner
Visualize how small monthly investments grow over time.
₹
Years
%
%
Beat inflation and compound wealth faster with an annual step-up.
%
₹
%
Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Gained
₹14.80LSIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0
Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%
Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.