Franklin India Opportunities Fund - Growth
Expense Ratio: 1.74
Risk: Very High
Equity Scheme - Sectoral/ Thematic
Plan: Regular
Benchmark: Nifty 500 TRI
Inception: 21-02-2000
Exit Load: Nil
Fund Size:₹8,379.48 Cr
Performance
1Y
Fund1.28%
Cat. Avg.N/A
2Y
Fund2.06%
Cat. Avg.N/A
3Y
Fund21.47%
Cat. Avg.N/A
5Y
Fund18.46%
Cat. Avg.N/A
10Y
Fund15.74%
Cat. Avg.N/A
SI
Fund12.91%
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 | Call, Cash & Other Assets | 758.44 | 8.25% |
| 2 | Hindustan Aeronautics Ltd | 565.25 | 6.15% |
| 3 | State Bank of India | 465.91 | 5.07% |
| 4 | Reliance Industries Ltd | 397.31 | 4.32% |
| 5 | Amphenol Corp | 391.23 | 4.26% |
| 6 | Shriram Finance Ltd | 386.01 | 4.20% |
| 7 | AIA Engineering Ltd | 325.93 | 3.55% |
| 8 | Syrma SGS Technology Ltd | 323.90 | 3.52% |
| 9 | Kirloskar Oil Engines Ltd | 304.57 | 3.31% |
| 10 | APL Apollo Tubes Ltd | 297.41 | 3.24% |
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Aug, 25 | 60000 | 61631 | +2.7% | +5.7% |
| 2Y | 07 Aug, 24 | 1.20 L. | 1.26 L. | +4.7% | +4.7% |
| 3Y | 07 Aug, 23 | 1.80 L. | 2.10 L. | +16.6% | +10.6% |
| 5Y | 09 Aug, 21 | 3 L. | 4.73 L. | +57.7% | +18.7% |
| 10Y | 08 Aug, 16 | 6 L. | 15.53 L. | +158.8% | +18.3% |
| SI | 07 Apr, 06 | 12.20 L. | 68.51 L. | +461.6% | +14.9% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 17 Jul, 25 | 1 L. | 1.01 L. | +1.3% | +1.3% |
| 2Y | 18 Jul, 24 | 1 L. | 1.04 L. | +4.3% | +2.1% |
| 3Y | 17 Jul, 23 | 1 L. | 1.79 L. | +79.2% | +21.5% |
| 5Y | 19 Jul, 21 | 1 L. | 2.35 L. | +135.1% | +18.7% |
| 10Y | 18 Jul, 16 | 1 L. | 4.34 L. | +334.0% | +15.8% |
| SI | 03 Apr, 06 | 1 L. | 11.77 L. | +1076.7% | +12.9% |
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.