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  • Franklin Templeton Mutual Fund
  • Franklin India Opportunities Fund (G)
Franklin Templeton Mutual Funds

Franklin India Opportunities Fund (G)

EquitySectoral / Thematic - Special Situations

256.4658

NAV (Oct 15)

29.283%
5 Year CAGR
Scripbox Opinion
Not Recommended
Click here for top ranked funds in sectoral / thematic - special situations mutual funds.

Sectoral / Thematic - Special Situations funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).

This category has few funds and relatively small amounts invested in them.

The broad market index has performed moderately well over time however, funds in the category have underperformed the benchmark index.Investing in these funds will require investors to have a unique insight into the specific areas of investment that these funds focus on.In addition the investor will need to have the ability,inclination and expertise to monitor the prospects closely.Investors are therefore better off investing in diversified funds rather than this category.

Our analysis of this fundLearn how we rate funds ->

Downside Protection Measure

Poor

The performance of the fund on a Downside Protection Measure metric has been Poor

Fund Size

Poor

The performance of the fund on a Fund Size metric has been Poor

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

256.4658

NAV (Oct 15)

Fund Returns

Last 1Y
61.4%
Last 3Y
25.6%
Last 5Y
29.3%
Last 10Y
18.2%
Since Inception
14%
6 Month CAGR
23.1%

Scheme Information

Investment Objective

The scheme aims to generate capital appreciation by capitalising on the long-term growth opportunities in the India economy. The scheme will invest in a broad range of stocks without any limitation either qualitative or quantitative and across market capitalization.

Expense Ratio
1.86
Launched (0y ago)
1.86
AUM in Crores
5610.4
ISIN
INF090I01841
Lock-in
-
Benchmark
NIFTY 500 Total Return Index
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
-
Standard Deviation
15.2
Beta
1
Sharpe Ratio
1.5
YTM
-
Fund Managers

Kiran Sebastian

Fund Manager

R Janakiraman

Fund Manager

Sandeep Manam

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Franklin India Opportunities Fund (G)70%15,77,642 8,45,03029.3%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2024-01-29

Top Stock Holdings

Others

5.5%
5.497%

Crompton Greaves Consumer Electricals Ltd.

4.5%
4.471%

Indus Towers Ltd.

4.1%
4.1%

ICICI Bank Ltd.

4.1%
4.097%

Bharti Airtel Ltd.

4%
3.983%
See all holdings

Allocation by Sector

Capital Goods

14.5%
14.485327%

Services

11.8%
11.758967%

Healthcare

9.1%
9.103519%

Communication

8.4%
8.396154%

Technology

7.7%
7.719075%
See all sectors

Comparison with Equity Funds

Fund NameFund Size
mirae-asset-global
Mirae Asset ELSS Tax Saver Fund (G)

₹ 26,417 cr

₹ 24,508 cr

₹ 66,206 cr

₹ 51,197 cr

₹ 17,770 cr

amc-img

About the AMC

Franklin Templeton Mutual Fund

Franklin Templeton Investments, set up in 1987, dedicated its asset management services to institutional, retail, and high-net-worth clients. Franklin Templeton's entry into India dates back to 1996 and is set up under the name Templeton Asset Management India Pvt. Limited. amc-img
phone-img1800-425-4255 / 60004255
Fund NameScripbox Opinion
Till Date CAGR

17.8%

15%

21.5%

15.8%

18.4%

18.5%

21.3%

17.1%

18.6%

21.7%

Franklin India Opportunities Fund (G) Review

Franklin India Opportunities Fund (G) is a Sectoral / Thematic - Special Situations Equity fund and has delivered an annualised return of 14.037% over a period of 24 years. The fund is managed by Franklin Templeton Mutual Fund. The fund managers are Kiran Sebastian, R Janakiraman, Sandeep Manam.

Nav of Franklin India Opportunities Fund (G) as of 10/15/2024 is ₹256.47 with the total AUM as of 10/16/2024 is ₹5610.369397. With Scripbox you can compare and check the latest nav for all mutual funds in India. Franklin India Opportunities Fund (G) was launched on 2000-02-21. The category risk of the fund is null.

The minimum SIP amount for Franklin India Opportunities Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

Franklin India Opportunities Fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to NIFTY 500 Total Return Index.

It is rated as a 1 fund in Equity and delivered 61.362% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Franklin India Opportunities Fund (G).

Frequently Asked Questions

What is Franklin India Opportunities Fund (G)?

It is a Sectoral / Thematic - Special Situations Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

How to invest in Franklin India Opportunities Fund (G)?

You can invest in Franklin India Opportunities Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

What is the minimum sip amount of Franklin India Opportunities Fund (G)?

The minimum sip amount for Franklin India Opportunities Fund (G) is ₹1000. You can invest in multiples of ₹5000.

Is Franklin India Opportunities Fund (G) good to invest in?

As per Scripbox experts, it is a 1 fund. You can invest in it if its investment objective and risk-o-meter matches your investment goals and risk preferences.

What is the expense ratio of the Franklin India Opportunities Fund (G)?

The expense ratio of the Franklin India Opportunities Fund (G) is 1.86% for regular plan.

What is the NAV of Franklin India Opportunities Fund (G)?

Today's Franklin India Opportunities Fund (G) NAV is ₹256.47.