Mutual Fund Research

Franklin India Opportunities Fund(G)

As on Dec-08-2023 change fund
176.23  up-0.25 (-0.14%)

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 31-Mar-2023)75.4152.5699.36111.08121.03
Net Assets(Rs Crores) (as on 31-Mar-2023) 619.69 391.72 615.97 637.51 671.82
Scheme Returns(%)(Absolute)3.91-30.2694.8310.547.28
B'mark Returns(%)(Absolute)NANANANANA
Category Rank15/2831/357/4741/577/61
Quarterly performance - Last 5 years (Absolute Ret. in %)
financial year Q1 Q2 Q3 Q4
2023-202414.2013.14NANA
2022-2023-7.8515.011.201.60
2021-20229.0211.040.92-8.49
2020-202121.9812.5529.736.13
2019-2020-0.32-5.843.87-28.50
Top 10 holdings
company (%)
NTPC Ltd.5.49 
Reliance Industries Ltd.5.29 
Bharat Electronics Ltd.4.69 
Hindustan Aeronautics Ltd.4.65 
ICICI Bank Ltd.3.98 
PB Fintech Ltd.3.80 
Multi Commodity Exchange Of In...3.67 
Larsen & Toubro Ltd.3.61 
Kirloskar Oil Engines Ltd.3.45 
Piramal Pharma Ltd.3.08 

Category

Thematic Fund

Launch Date

21-Feb-00

Scheme Benchmark

NIFTY 500

AUM ( in Cr.)

1,786.36

portfolio price to book value

6.18

investing style?

Large Growth

fund manager?

R. Janakiraman,Kiran Sebastian,Sandeep Manam

inception date (regular plan)

21-Feb-00

expense ratio (regular plan) %

2.19

Top 10 sectors
sectors (%)
Engineering - Industrial Equipments10.39
Power Generation/Distribution7.63
Refineries5.29
Engineering - Construction5.06
IT - Software4.69
Defence4.65
Pharmaceuticals & Drugs4.34
Bank - Private3.98
Fintech3.80
e-Commerce3.73

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-20001,786.3641.9825.8320.9817.8912.81
ICICI Pru India Opp Fund(G)Large-Growth 15-Jan-201913,802.7030.5933.01NANA22.10
Invesco India PSU Equity Fund(G)Large-Blend 18-Nov-2009586.5942.4832.0523.6018.1911.31
HSBC Business Cycles Fund-Reg(G)Large-Growth 20-Aug-2014675.0926.6123.8517.27NA13.06
Edelweiss Recently Listed IPO Fund-Reg(G)Large-Growth 22-Feb-2018943.2028.3019.8520.98NA14.63
Tata Ethical Fund-Reg(G)Large-Growth 24-May-19962,037.2716.3919.5817.1515.0615.86
SBI Magnum Equity ESG Fund-Reg(G)Large-Growth 01-Jan-19915,199.5116.6216.9815.2914.6914.52
Taurus Ethical Fund-Reg(G)Large-Growth 20-Mar-2009125.7319.0516.9116.0614.7617.15
Quantum India ESG Equity Fund-Reg(G)Large-Growth 12-Jul-201975.7516.8415.61NANA16.77
DSP Quant Fund-Reg(G)Large-Growth 10-Jun-20191,262.7212.1512.35NANA14.55
360 ONE Quant Fund-Reg(G)Large-Growth 29-Nov-202174.0435.06NANANA19.77
Bandhan Transportation and Logistics Fund-Reg(G)Large-Growth 25-Oct-2022363.8032.88NANANA30.06
Quant Quantamental Fund-Reg(G)Large-Growth 30-Apr-20211,228.4531.35NANANA26.23
HDFC Business Cycle Fund-Reg(G)Large-Growth 30-Nov-20222,846.1222.69NANANA22.23
Baroda BNP Paribas Business Cycle Fund-Reg(G)Large-Growth 15-Sep-2021387.8222.68NANANA11.38
Kotak Business Cycle Fund-Reg(G)Large-Growth 28-Sep-20222,433.5516.68NANANA16.55
Aditya Birla SL Business Cycle Fund-Reg(G)Large-Growth 03-Dec-20211,506.2612.92NANANA10.11
Nippon India Innovation Fund-Reg(G)Large-Growth 28-Aug-20231,072.41NANANANA9.22
Mahindra Manulife Business Cycle Fund-Reg(G)Large-Growth 11-Sep-2023520.22NANANANA9.28
Axis Business Cycles Fund-Reg(G)Large-Growth 22-Feb-20232,627.85NANANANA29.50
Union Innovation & Opp Fund-Reg(G)Large-Growth 06-Sep-2023549.09NANANANA3.90
Samco Active Momentum Fund-Reg(G)Large-Growth 05-Jul-2023476.94NANANANA19.40
UTI Innovation Fund-Reg(G)Large-Growth 13-Oct-2023511.21NANANANA3.65
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