Mutual Fund Research

Franklin India Opportunities Fund(G)

As on Mar-27-2023 change fund
117.64  up-0.42 (-0.36%)

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 year2018-20192019-20202020-20212021-20222022-2023
NAV in Rs (as on 24-Mar-2023)75.4152.5699.36111.08118.06
Net Assets(Rs Crores) (as on 24-Mar-2023) 619.69 391.72 615.97 637.51 657.48
Scheme Returns(%)(Absolute)3.91-30.2694.8310.544.65
B'mark Returns(%)(Absolute)NANANANANA
Category Rank15/2831/357/4741/577/60
Quarterly performance - Last 5 years (Absolute Ret. in %)
financial year Q1 Q2 Q3 Q4
2022-2023-7.8515.011.20NA
2021-20229.0211.040.92-8.49
2020-202121.9812.5529.736.13
2019-2020-0.32-5.843.87-28.50
2018-20190.30-3.03-0.198.10
Top 10 holdings
company (%)
ICICI Bank Ltd.7.59 
Hindustan Aeronautics Ltd.6.44 
Kirloskar Oil Engines Ltd.6.03 
Reliance Industries Ltd.5.78 
Escorts Kubota Ltd.4.43 
Ion Exchange (India) Ltd.4.34 
Jubilant FoodWorks Ltd.3.97 
PB Fintech Ltd.3.81 
Larsen & Toubro Ltd.3.48 
Bosch Ltd.3.41 

Category

Thematic Fund

Launch Date

21-Feb-00

Scheme Benchmark

NIFTY 500

AUM ( in Cr.)

657.48

portfolio price to book value

5.98

investing style?

Large Growth

fund manager?

R. Janakiraman,Kiran Sebastian,Sandeep Manam

inception date (regular plan)

21-Feb-00

expense ratio (regular plan) %

2.54

Top 10 sectors
sectors (%)
Engineering - Industrial Equipments13.78
Bank - Private7.59
Refineries7.59
Defence6.44
Engineering - Construction5.27
Automobiles-Tractors4.43
Consumer Food3.97
Fintech3.81
Electric Equipment3.72
BPO/ITeS3.53

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-2000657.487.4330.9410.2014.6111.26
ICICI Pru India Opp Fund(G)Large-Growth 15-Jan-20197,644.1210.3640.04NANA16.93
HSBC Business Cycles Fund-Reg(G)Large-Growth 20-Aug-2014535.905.2928.817.34NA10.32
Edelweiss Recently Listed IPO Fund-Reg(G)Large-Growth 22-Feb-2018859.99-15.3527.0910.37NA8.83
Tata Ethical Fund-Reg(G)Large-Growth 24-May-19961,501.21-3.8626.9711.4014.2315.37
Nippon India Quant Fund(G)Large-Growth 18-Apr-200834.662.1326.4710.6211.689.82
Quantum India ESG Equity Fund-Reg(G)Large-Growth 12-Jul-201961.25-1.3725.75NANA13.10
SBI Magnum Equity ESG Fund-Reg(G)Large-Growth 01-Jan-19914,456.46-3.2423.3310.7412.9214.00
DSP Quant Fund-Reg(G)Large-Growth 10-Jun-20191,225.74-5.1921.22NANA11.28
Quant Quantamental Fund-Reg(G)Large-Growth 30-Apr-2021439.4512.29NANANA15.06
Aditya Birla SL Business Cycle Fund-Reg(G)Large-Growth 03-Dec-20211,904.89-0.20NANANA-2.00
Baroda BNP Paribas Business Cycle Fund-Reg(G)Large-Growth 15-Sep-2021489.16-1.31NANANA-2.54
IIFL Quant Fund-Reg(G)Large-Growth 29-Nov-202161.43-2.46NANANA-2.12
Invesco India ESG Equity Fund-Reg(G)Large-Growth 20-Mar-2021608.76-9.87NANANA5.91
HDFC Business Cycle Fund-Reg(G)Large-Growth 30-Nov-20222,386.69NANANANA-5.55
Bandhan Transportation and Logistics Fund-Reg(G)Large-Growth 25-Oct-2022247.27NANANANA-4.09
Axis Business Cycles Fund-Reg(G)Large-Blend 22-Feb-20232,089.12NANANANA-1.60
Kotak Business Cycle Fund-Reg(G)Large-Growth 28-Sep-20222,234.95NANANANA-5.16
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