Mutual Fund Research

Franklin India Opportunities Fund(G)

As on Mar-24-2025 change fund
229.61  up1.79 (0.79%)

fund objective

To generate capital appreciation by investing in opportunities presented by special situations such as corporate restructuring, Government policy and/or regulatory changes, companies going through temporary unique challenges and other similar instances.

riskometer

Investors understand that their principal will be at very high risk

5-Years History
financial year2020-20212021-20222022-20232023-20242024-2025
NAV in Rs (as on 24-Mar-2025)99.36111.08121.03197.32229.61
Net Assets(Rs Crores) (as on 24-Mar-2025) 615.97 637.51 671.82 2950.35 5517.19
Scheme Returns(%)(Absolute)94.8310.547.2863.1614.43
B'mark Returns(%)(Absolute)NANANANANA
Category Rank7/4741/577/619/825/119
Quarterly performance - Last 5 years (Absolute Ret. in %)
financial year Q1 Q2 Q3 Q4
2024-202523.296.03-2.64NA
2023-202414.2013.1416.987.86
2022-2023-7.8515.011.201.60
2021-20229.0211.040.92-8.49
2020-202121.9812.5529.736.13
Top 10 holdings
company (%)
HDFC Bank Ltd.5.45 
Reliance Industries Ltd.4.32 
Bharti Airtel Ltd.3.82 
Mahindra & Mahindra Ltd.2.99 
Mphasis Ltd.2.89 
Lemon Tree Hotels Ltd.2.83 
Info Edge (India) Ltd.2.74 
APL Apollo Tubes Ltd.2.60 
Eternal Ltd.2.58 
CE Info Systems Ltd.2.52 

Category

Thematic Fund

Launch Date

21-Feb-00

Scheme Benchmark

NIFTY 500

AUM ( in Cr.)

5,517.19

portfolio price to book value

5.77

investing style?

Large Growth

fund manager?

R. Janakiraman,Kiran Sebastian,Sandeep Manam

inception date (regular plan)

21-Feb-00

expense ratio (regular plan) %

1.81

Top 10 sectors
sectors (%)
IT - Software8.98
Bank - Private7.96
Pharmaceuticals & Drugs6.39
Telecommunication - Service Provider5.47
Refineries4.32
Hospital & Healthcare Services4.06
Household & Personal Products4.01
BPO/ITeS3.62
Auto Ancillary3.32
Automobiles - Passenger Cars2.99

Growth Chart of the Scheme vis a vis benchmark (SIP value 10,000)

to go
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performance comparision with similar schemes and benchmark
scheme name investment style inception date AUM in Cr. 1Y(%) 3Y(%) 5Y(%) 10Y(%) since inception
Franklin India Opportunities Fund(G)Large-Growth 21-Feb-20005,517.1917.6327.7436.5014.8513.30
Invesco India PSU Equity Fund(G)Large-Growth 18-Nov-20091,046.747.6330.1633.6915.7712.13
Aditya Birla SL PSU Equity Fund-Reg(G)Large-Blend 30-Dec-20194,650.810.1329.0636.04NA24.24
ICICI Pru India Opp Fund(G)Large-Growth 15-Jan-201923,859.6513.7923.9138.10NA21.46
UTI Transportation & Logistics Fund-Reg(G)Large-Growth 16-Apr-20043,042.573.0823.8833.6510.9016.30
Quant Quantamental Fund-Reg(G)Large-Growth 30-Apr-20211,801.48-2.5822.06NANA21.08
360 ONE Quant Fund-Reg(G)Large-Growth 29-Nov-2021571.2610.3921.16NANA18.93
Kotak Pioneer Fund-Reg(G)Large-Growth 25-Oct-20192,438.6011.3516.4532.00NA20.73
Taurus Ethical Fund-Reg(G)Large-Growth 20-Mar-2009251.454.6813.4524.5111.1716.86
Quantum ESG Best In Class Strategy Fund-Reg(G)Large-Growth 12-Jul-201986.497.2811.8524.75NA15.32
Tata Ethical Fund-Reg(G)Large-Growth 24-May-19962,980.724.679.3624.4010.8415.47
DSP Quant Fund-Reg(G)Large-Growth 10-Jun-2019944.975.268.1920.79NA12.91
Union Innovation & Opp Fund-Reg(G)Large-Growth 06-Sep-2023791.6116.61NANANA17.17
Samco Active Momentum Fund-Reg(G)Large-Growth 05-Jul-2023841.8514.79NANANA24.15
Axis India Manufacturing Fund-Reg(G)Large-Growth 21-Dec-20234,926.2212.07NANANA21.08
Canara Rob Manufacturing Fund-Reg(G)Large-Growth 11-Mar-20241,399.7410.57NANANA10.51
Mahindra Manulife Business Cycle Fund-Reg(G)Large-Growth 11-Sep-20231,055.099.99NANANA22.17
Nippon India Innovation Fund-Reg(G)Large-Growth 28-Aug-20232,129.947.05NANANA16.20
Shriram Multi Sector Rotation Fund-Reg(G)Large-Growth 09-Dec-2024174.95NANANANA-20.01
LIC MF Manufacturing Fund-Reg(G)Large-Growth 11-Oct-2024717.85NANANANA-11.89
Bank of India Business Cycle Fund-Reg(G)Large-Growth 30-Aug-2024472.19NANANANA-13.80
Sundaram Business Cycle Fund-Reg(G)Large-Growth 25-Jun-20241,476.80NANANANA2.31
HSBC India Export Opportunities Fund-Reg(G)Large-Growth 25-Sep-20241,557.04NANANANA-9.58
Bandhan Business Cycle Fund-Reg(G)Large-Growth 30-Sep-20241,491.99NANANANA-7.19
Baroda BNP Paribas Manufacturing Fund-Reg(G)Large-Growth 28-Jun-20241,150.64NANANANA-11.25
HDFC Manufacturing Fund-Reg(G)Large-Growth 16-May-202410,776.02NANANANA-2.29
Groww Nifty India Railways PSU Index Fund-Reg(G)Large-Growth 04-Feb-202518.82NANANANA-2.64
SBI Innovative Opportunities Fund-Reg(G)Large-Growth 20-Aug-20246,911.95NANANANA-10.71
Motilal Oswal Business Cycle Fund-Reg(G)Large-Growth 27-Aug-20241,602.61NANANANA14.94
Edelweiss Business Cycle Fund-Reg(G)Large-Growth 29-Jul-20241,575.22NANANANA-18.31
WOC Special Opp Fund-Reg(G)Large-Growth 04-Jun-2024698.47NANANANA15.64
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