Franklin India Opportunities Fund - IDCW
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
Fund-6.55%
Cat. Avg.N/A
2Y
Fund-6.17%
Cat. Avg.N/A
3Y
Fund11.71%
Cat. Avg.N/A
5Y
Fund8.70%
Cat. Avg.N/A
10Y
Fund6.43%
Cat. Avg.N/A
SI
Fund3.46%
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 | 60453 | +0.8% | +1.6% |
| 2Y | 07 Aug, 24 | 1.20 L. | 1.18 L. | -1.4% | -1.5% |
| 3Y | 07 Aug, 23 | 1.80 L. | 1.88 L. | +4.3% | +2.9% |
| 5Y | 09 Aug, 21 | 3 L. | 3.78 L. | +26.2% | +9.4% |
| 10Y | 08 Aug, 16 | 6 L. | 9.69 L. | +61.5% | +9.4% |
| SI | 07 Apr, 06 | 12.20 L. | 25.91 L. | +112.4% | +6.9% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 17 Jul, 25 | 1 L. | 93445 | -6.6% | -6.6% |
| 2Y | 18 Jul, 24 | 1 L. | 88198 | -11.8% | -6.1% |
| 3Y | 17 Jul, 23 | 1 L. | 1.39 L. | +39.4% | +11.7% |
| 5Y | 19 Jul, 21 | 1 L. | 1.53 L. | +52.9% | +8.9% |
| 10Y | 18 Jul, 16 | 1 L. | 1.88 L. | +87.6% | +6.5% |
| SI | 03 Apr, 06 | 1 L. | 1.99 L. | +99.3% | +3.5% |
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.