May 16, 2025
mayank
Franklin India Opportunities Fund details, NAV, Portfolio, Returns, Peer Comparison, Fund Managers & Guidance by sahifund.com
NAV Growth: Rs 271.3254
NAV IDCW: Rs 42.9852
Suitable For Which Investors?
Such thematic funds are avoidable for most investors because:
1. They have a narrow investment focus
2. Instead, diversified equity funds which invest across sectors/themes are better
If you still choose to invest:
• Invest only through SIP
• Have a 7+ year investment horizon
• Be prepared to withstand interim sharp declines in investment value
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 of Franklin India Opportunities Fund
| Fund House | Franklin Templeton Mutual Fund |
| Launch Date | 01-Jan-13 |
| Return Since Launch | 18.42% |
| Benchmark | NIFTY 500 TRI |
| Riskometer | Very High |
| Type | Open-ended |
| Assets | Rs 6,485 Cr |
| (As on 30-Apr-2025) | |
| Expense | 0.57% |
| (As on 30-Apr-2025) | |
| Risk Grade | — |
| Return Grade | — |
| Turnover | 60.41% |
Trailing Returns (%) of Franklin India Opportunities Fund
| Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
| Franklin India Opportunities Dir | -1.40 | 1.50 | 7.36 | 11.28 | 3.27 | 13.20 | 37.44 | 35.37 | 19.69 | 16.94 |
| BSE 500 TRI | 2.06 | 1.31 | 7.06 | 10.45 | 3.84 | 10.52 | 20.03 | 26.15 | 14.81 | 14.14 |
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 | 13.20 | 37.44 | 35.37 | 0.57 | 6,485 | 18.42 | 1.00 (365) | 12Y 4M | 60.41 |
| ICICI Pru India Opportunities Dir | Unrated | 17.37 | 29.16 | 36.41 | 0.64 | 27,197 | 23.58 | 1.00 (365) | 6Y 4M | 69.00 |
| ICICI Pru Business Cycle Dir | Unrated | 12.69 | 26.91 | — | 0.74 | 12,375 | 23.66 | 1.00 (30) | 4Y 3M | 25.00 |
| HDFC Manufacturing Dir | Unrated | — | — | — | 0.51 | 11,717 | 4.56 | 1.00 (30) | 1Y | — |
| SBI Innovative Opportunities Dir | Unrated | — | — | — | 0.62 | 6,982 | -6.71 | 1.00 (365) | 8M | 46.00 |
Portfolio Analysis of Franklin India Opportunities Fund
| No. of Stocks | 56 |
| Top 10 Stocks | 37.47% |
| Top 5 Stocks | 24.12% |
| Top 3 Sectors | 38.72% |
| Portfolio P/B Ratio | 4.23 |
| Portfolio P/E Ratio | 28.06 |
Portfolio Breakup
| Fund | Category | |
| Average Mkt Cap (Rs Cr) | 1,15,660 | 1,25,351 |
| Giant (%) | 44.74 | 41.73 |
| Large (%) | 15.67 | 22.85 |
| Mid (%) | 20.54 | 28.59 |
| Small (%) | 19.05 | 11.42 |
| Tiny (%) | — | 0.72 |
Chanakya’s Mutual Fund Guidance For Franklin India Opportunities Fund
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