Reliabull Wealth Managers Pvt. Ltd.

Franklin India Opportunities Fund(G)

As on Aug-05-2022 change fund

112.93

-0.01 (-0.01%)

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 year	2017-2018	2018-2019	2019-2020	2020-2021	2021-2022
NAV in Rs (as on 31-Mar-2022)	71.86	75.41	52.56	99.36	111.08
Net Assets(Rs Crores) (as on 31-Mar-2022)	627.75	619.69	391.72	615.97	637.51
Scheme Returns(%)(Absolute)	10.35	3.91	-30.26	94.83	10.54
B'mark Returns(%)(Absolute)	10.67	7.09	-27.88	82.10	19.36
Category Rank	152/353	15/28	31/35	7/47	41/57

Quarterly performance - Last 5 years (Absolute Ret. in %)

financial year	Q1	Q2	Q3	Q4
2022-2023	-7.85	NA	NA	NA
2021-2022	9.02	11.04	0.92	-8.49
2020-2021	21.98	12.55	29.73	6.13
2019-2020	-0.32	-5.84	3.87	-28.50
2018-2019	0.30	-3.03	-0.19	8.10

Top 10 holdings

company	(%)
Reliance Industries Ltd.	7.27
ICICI Bank Ltd.	7.06
Larsen & Toubro Ltd.	6.56
Bharat Electronics Ltd.	5.84
Jubilant FoodWorks Ltd.	5.19
Info Edge (India) Ltd.	4.62
Hindustan Aeronautics Ltd.	4.53
CG Power and Industrial Soluti...	4.41
Crompton Greaves Consumer Elec...	3.56
AIA Engineering Ltd.	3.43

Top 10 sectors

sectors	(%)
Engineering - Industrial Equipments	10.27
Refineries	9.31
Bank - Private	7.06
Engineering - Construction	6.56
Electric Equipment	6.28
Consumer Food	5.19
BPO/ITeS	4.62
Airlines	4.53
e-Commerce	3.88
Consumer Durables - Domestic Appliances	3.56

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

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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-2000	584.85	-0.67	18.41	9.71	14.62	11.39
Edelweiss Recently Listed IPO Fund-Reg(G)	Mid-Growth	22-Feb-2018	921.68	-6.82	26.97	NA	NA	12.94
Tata Ethical Fund-Reg(G)	Mid-Growth	24-May-1996	1,321.07	6.72	24.09	13.53	15.77	15.93
DSP Quant Fund-Reg(G)	Mid-Growth	10-Jun-2019	1,339.99	0.77	19.72	NA	NA	15.87
Quantum India ESG Equity Fund-Reg(G)	Mid-Growth	12-Jul-2019	61.18	0.98	19.27	NA	NA	17.61
Nippon India Quant Fund(G)	Mid-Growth	18-Apr-2008	33.10	4.82	18.88	10.50	12.26	10.20
L&T Business Cycle Fund-Reg(G)	Mid-Growth	20-Aug-2014	487.94	8.95	18.26	8.18	NA	11.24
SBI Magnum Equity ESG Fund-Reg(G)	Mid-Growth	01-Jan-1991	4,509.15	6.08	17.57	11.91	14.30	14.48
HDFC Housing Opp Fund-Reg(G)	Mid-Growth	06-Dec-2017	1,209.03	-0.01	12.31	NA	NA	4.91
Quant ESG Equity Fund-Reg(G)	Mid-Growth	05-Nov-2020	89.99	20.52	NA	NA	NA	50.41
ICICI Pru Business Cycle Fund(G)	Mid-Growth	18-Jan-2021	5,106.05	11.86	NA	NA	NA	19.68
Mirae Asset Nifty 100 ESG Sector Leaders ETF	Mid-Growth	18-Nov-2020	151.67	5.52	NA	NA	NA	17.22
Kotak Pioneer Fund-Reg(G)	Mid-Growth	25-Oct-2019	1,639.74	2.02	NA	NA	NA	22.69
Axis Special Situations Fund-Reg(G)	Mid-Growth	24-Dec-2020	1,913.14	1.99	NA	NA	NA	13.57
Invesco India ESG Equity Fund-Reg(G)	Mid-Growth	20-Mar-2021	689.41	1.18	NA	NA	NA	14.35
Baroda BNP Paribas Business Cycle Fund-Reg(G)	Mid-Growth	15-Sep-2021	861.30	NA	NA	NA	NA	-2.23
IIFL Quant Fund-Reg(G)	Mid-Growth	29-Nov-2021	88.29	NA	NA	NA	NA	0.65
Aditya Birla SL Business Cycle Fund-Reg(G)	Mid-Growth	03-Dec-2021	2,131.83	NA	NA	NA	NA	0.70

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