March 21, 2024
mayank
Franklin India Opportunities Fund details, NAV, Portfolio, Returns, Peer Comparison, Fund Managers & Guidance by Chanakyamfguidance.com
NAV Growth: Rs 206.2323
NAV IDCW: Rs 35.7401
Suitable For Which Investors?
This is a fund that invests mainly in companies that adhere to the narrow investment mandate mentioned in its investment objective.
We believe that investors should avoid funds that have a narrowly defined investment focus such as this one. Instead, they should invest in flexi-cap funds which provide complete freedom to the fund management team to invest in companies from which it expects maximum gains.
But if you do invest, you must do so only through the SIP route.
Fund’s Investment Strategy:
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.
Fund Manager:
1) Kiran Sebastian
Education: Mr. Sebastian is a MBA, University of Oxford. B.Tech, University of Calicut.
Experience: Prior to joining Franklin Templeton Mutual Fund, he has worked with ARGA Investment Management (India) Pvt. Ltd.
2) R Janakiraman
Education: Mr. Janakiraman is a B.E and PGDM (Business Management).
Experience: Prior to joining Franklin Templeton Investments, he has worked with Indian Syntans Inv. Pvt. Ltd., Citicorp Information Tech Ltd. and UTI Securities Exchange Ltd.
Investment Details
| Min. Investment (Rs) | 5,000 |
| Min. Addl Investment (Rs) | 1,000 |
| Min. SIP Investment (Rs) | 500 |
| Min. Withdrawal (Rs) | 1,000 |
| Min. No of Cheques | 12 |
| Min. Balance (Rs) | 1,000 |
| Lock-in Period | NA |
| Exit Load | 1% for redemption Within 365 days |
Basic Details
| Fund House | Franklin Templeton Mutual Fund |
| Launch Date | 01-Jan-13 |
| Return Since Launch | 17.58% |
| Benchmark | NIFTY 500 TRI |
| Riskometer | Very High |
| Type | Open-ended |
| Assets | Rs 2,764 Cr |
| (As on 29-Feb-2024) | |
| Expense | 0.40% |
| (As on 29-Feb-2024) | |
| Risk Grade | — |
| Return Grade | — |
| Turnover | 41.73% |
Trailing Returns (%) of Franklin India Opportunities Fund
| Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
| Franklin India Opportunities Dir | 4.30 | 0.39 | -4.31 | 8.31 | 23.79 | 63.27 | 24.74 | 21.66 | 17.65 | 19.26 |
| S&P BSE 500 TRI | 1.27 | 0.11 | -3.06 | 4.81 | 12.74 | 38.15 | 18.02 | 16.92 | 15.30 | 16.04 |
Peer Comparison of Franklin India Opportunities Fund
| Rating | 1 Year Returns | 3 Year Returns | 5 Year Returns | Expense Ratio (%) | Net Assets (Rs Cr) | Return Since Launch (%) | Exit Load (Days) | Fund Age | Turnover (%) | |
| Franklin India Opportunities Dir | Unrated | 63.27 | 24.74 | 21.66 | 0.40 | 2,764 | 17.58 | 1.00 (365) | 11Y 2M | 41.73 |
| ICICI Pru India Opportunities Dir | Unrated | 50.90 | 31.13 | 23.82 | 0.55 | 17,052 | 24.39 | 1.00 (365) | 5Y 2M | 73.00 |
| ICICI Pru Business Cycle Dir | Unrated | 52.47 | 25.31 | — | 0.77 | 7,395 | 26.33 | 1.00 (30) | 3Y 2M | 45.00 |
| ICICI Pru Innovation Dir | Unrated | — | — | — | 0.64 | 4,214 | 47.60 | 1.00 (365) | 10M | 77.00 |
| Axis India Manufacturing Dir | Unrated | — | — | — | 0.40 | 4,079 | 10.10 | 1.00 (360) | 3M | 3.00 |
Portfolio Analysis of Franklin India Opportunities Fund
| No. of Stocks | 47 |
| Top 10 Stocks | 36.87% |
| Top 5 Stocks | 21.11% |
| Top 3 Sectors | 49.34% |
| Portfolio P/B Ratio | 4.50 |
| Portfolio P/E Ratio | 35.17 |
Portfolio Breakup
| Fund | Category | |
| Average Mkt Cap (Rs Cr) | 56,390 | 1,27,822 |
| Giant (%) | 33.01 | 45.25 |
| Large (%) | 10.77 | 23.06 |
| Mid (%) | 37.86 | 26.94 |
| Small (%) | 18.36 | 13.54 |
| Tiny (%) | — | 0.63 |
How to invest in Franklin India Opportunities Fund?
Chanakya’s Mutual Fund Guidance For Franklin India Opportunities Fund
Do not invest in this, or any other thematic fund, if you need to redeem your investment in less than five years.
Apply Online: https://accounts.franklintempletonindia.com/ngGuest/#/transactnowlogin
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Quicklinks
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