Mutual Fund Research

Franklin India Opportunities Fund(G)

As on Feb-07-2025 change fund
237.80  up-0.53 (-0.22%)

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 07-Feb-2025)99.36111.08121.03197.32237.80
Net Assets(Rs Crores) (as on 07-Feb-2025) 615.97 637.51 671.82 2950.35 5948.48
Scheme Returns(%)(Absolute)94.8310.547.2863.1618.51
B'mark Returns(%)(Absolute)NANANANANA
Category Rank7/4741/577/619/824/115
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 (%)
Reliance Industries Ltd.4.23 
Bharti Airtel Ltd.3.67 
Mphasis Ltd.3.43 
Mahindra & Mahindra Ltd.3.21 
HDFC Bank Ltd.3.02 
Lemon Tree Hotels Ltd.2.94 
Intellect Design Arena Ltd.2.83 
Info Edge (India) Ltd.2.81 
APL Apollo Tubes Ltd.2.53 
Aster DM Healthcare Ltd.2.52 

Category

Thematic Fund

Launch Date

21-Feb-00

Scheme Benchmark

NIFTY 500

AUM ( in Cr.)

5,948.48

portfolio price to book value

6.5

investing style?

Large Growth

fund manager?

R. Janakiraman,Kiran Sebastian,Sandeep Manam

inception date (regular plan)

21-Feb-00

expense ratio (regular plan) %

1.80

Top 10 sectors
sectors (%)
IT - Software9.58
Pharmaceuticals & Drugs7.40
Telecommunication - Service Provider6.20
Bank - Private5.44
Hospital & Healthcare Services4.65
Refineries4.23
Household & Personal Products4.21
Auto Ancillary3.80
BPO/ITeS3.69
Automobiles - Passenger Cars3.21

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-20005,948.4822.1226.7725.7815.4613.52
Invesco India PSU Equity Fund(G)Large-Growth 18-Nov-20091,285.762.1527.8422.5415.2411.92
Aditya Birla SL PSU Equity Fund-Reg(G)Large-Blend 30-Dec-20195,168.64-7.4927.2424.79NA23.90
ICICI Pru India Opp Fund(G)Large-Growth 15-Jan-201924,746.9416.8422.9825.73NA22.01
UTI Transportation & Logistics Fund-Reg(G)Large-Growth 16-Apr-20043,333.9510.9622.4921.6011.4616.66
Quant Quantamental Fund-Reg(G)Large-Growth 30-Apr-20212,122.29-2.1921.95NANA22.21
360 ONE Quant Fund-Reg(G)Large-Growth 29-Nov-2021624.789.1921.73NANA19.38
Kotak Pioneer Fund-Reg(G)Large-Growth 25-Oct-20192,730.1418.8117.3622.21NA22.19
Taurus Ethical Fund-Reg(G)Large-Growth 20-Mar-2009271.226.4514.3417.4611.9117.24
Quantum ESG Best In Class Strategy Fund-Reg(G)Large-Growth 12-Jul-201991.8911.6712.0216.39NA16.40
Tata Ethical Fund-Reg(G)Large-Growth 24-May-19963,253.055.9310.2617.4211.6215.69
DSP Quant Fund-Reg(G)Large-Growth 10-Jun-20191,045.608.188.1312.82NA13.55
Union Innovation & Opp Fund-Reg(G)Large-Growth 06-Sep-2023944.7421.69NANANA21.77
Axis India Manufacturing Fund-Reg(G)Large-Growth 21-Dec-20235,958.0117.61NANANA24.49
Nippon India Innovation Fund-Reg(G)Large-Growth 28-Aug-20232,277.0012.10NANANA19.75
Mahindra Manulife Business Cycle Fund-Reg(G)Large-Growth 11-Sep-20231,144.529.18NANANA25.34
Samco Active Momentum Fund-Reg(G)Large-Growth 05-Jul-2023920.147.07NANANA26.41
WOC Special Opp Fund-Reg(G)Large-Growth 04-Jun-2024727.54NANANANA16.46
Bandhan Business Cycle Fund-Reg(G)Large-Growth 30-Sep-20241,623.28NANANANA-6.53
HSBC India Export Opportunities Fund-Reg(G)Large-Growth 25-Sep-20241,747.25NANANANA-4.95
Sundaram Business Cycle Fund-Reg(G)Large-Growth 25-Jun-20241,601.81NANANANA2.61
Baroda BNP Paribas Manufacturing Fund-Reg(G)Large-Growth 28-Jun-20241,283.86NANANANA-9.86
Canara Rob Manufacturing Fund-Reg(G)Large-Growth 11-Mar-20241,593.33NANANANA12.80
LIC MF Manufacturing Fund-Reg(G)Large-Growth 11-Oct-2024853.72NANANANA-11.06
Bank of India Business Cycle Fund-Reg(G)Large-Growth 30-Aug-2024582.28NANANANA-11.80
HDFC Manufacturing Fund-Reg(G)Large-Growth 16-May-202411,967.04NANANANA-1.67
SBI Innovative Opportunities Fund-Reg(G)Large-Growth 20-Aug-20247,453.97NANANANA-4.67
Edelweiss Business Cycle Fund-Reg(G)Large-Growth 29-Jul-20241,899.65NANANANA-15.70
Motilal Oswal Business Cycle Fund-Reg(G)Large-Growth 27-Aug-20241,645.05NANANANA15.66
Shriram Multi Sector Rotation Fund-Reg(G)Large-Growth 09-Dec-2024189.65NANANANA-13.60
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