January 19, 2026
RA Jainee
Franklin India Opportunities Fund
| Fund at a Glance | |
| NAV Growth (Rs.) | 284.96 |
| NAV Bonus (Rs.) | — |
| NAV IDCW (Rs.) | 41.55 |
| Min. Investment (Rs.) | 5,000 |
| Min. SIP Investment (Rs.) | 500 |
| Min. No of Cheques | 12 |
| Benchmark | NIFTY 500 TRI |
| AUM Rs. | 8,380 Cr |
| (As on 31-Dec-2025) | |
| Expense | 0.54% |
| 1 Year Return (%) | 7.77 |
| 3 Year Return (%) | 31.27 |
| 5 Year Return (%) | 22.29 |
| 10 Year Return (%) | 18.57 |
| Return Since Launch | 17.83% |
⚖️ Sahifund Review – Franklin India Opportunities Fund ✔
PLUS: Stability, track record, cost efficiency
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MINUS: Large AUM, large-cap bias, momentum lag
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Sahifund View (Decisive Line):
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| NFO Guidance |
What lies ahead? Below we decode returns consistency, portfolio concentration, peer positioning and risk profile in detail.
Suitable For Which Investors?
Such thematic funds are suitable for investors:
1. Seeking exposure in a diversified set of stocks for high returns
2. Aiming for long term wealth creation
3. With a 5+ year investment horizon
4. Who are at ease with the market’s ups and downs
Note:
• Invest only through SIP
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 | 17.83% |
| Benchmark | NIFTY 500 TRI |
| Riskometer | Very High |
| Type | Open-ended |
| Assets (Rs) | 8,380 Cr |
| (As on 31-Dec-2025) | |
| Expense | 0.54% |
| (As on 31-Dec-2025) | |
| Risk Grade | — |
| Return Grade | — |
| Turnover | 50.86% |
Trailing Returns (%)
| Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
| Franklin India Opportunities Dir | -0.83 | 0.02 | 0.75 | -0.94 | 0.98 | 7.77 | 31.27 | 22.29 | 21.39 | 18.57 |
| BSE 500 TRI | -1.63 | 0.08 | -0.40 | -0.24 | 0.50 | 9.14 | 16.12 | 15.58 | 15.63 | 15.45 |
Peer Comparison of Franklin India Opportunities Fund
| Rating | 1 Year Returns | 3 Year Returns | 5 Year Returns | Expense Ratio (%) | Net Assets (Rs) (Rs Cr) | Return Since Launch (%) | Exit Load (Days) | Fund Age | Turnover (%) | |
| Franklin India Opportunities Dir | Unrated | 7.77 | 31.27 | 22.29 | 0.54 | 8,380 | 17.83 | 1.00 (365) | 13Y | 50.86 |
| ICICI Pru India Opportunities Dir | Unrated | 14.82 | 24.19 | 26.52 | 0.66 | 34,779 | 22.36 | 1.00 (365) | 7Y | 62.00 |
| HDFC Defence Dir | Unrated | 18.81 | — | — | 0.80 | 7,391 | 39.84 | 1.00 (365) | 2Y 7M | 14.67 |
| Sundaram Services Dir | Unrated | 13.12 | 20.51 | 20.67 | 0.67 | 4,809 | 20.42 | 1.00 (365) | 7Y 3M | 40.50 |
| ICICI Pru Eqt Minimum Variance Fund Dir | Unrated | 13.74 | — | — | 0.76 | 3,843 | 9.75 | 1.00 (360) | 1Y 1M | 69.00 |
Portfolio Analysis of Franklin India Opportunities Fund
| No. of Stocks | 61 |
| Top 10 Stocks | 34.24% |
| Top 5 Stocks | 20.79% |
| Top 3 Sectors | 59.85% |
| Portfolio P/B Ratio | 3.61 |
| Portfolio P/E Ratio | 29.07 |
Portfolio Breakup
| Fund | Category | |
| Average Mkt Cap (Rs Cr) | 96,206 | 1,43,662 |
| Giant (%) | — | — |
| Large (%) | 44.04 | 52.58 |
| Mid (%) | 19.11 | 29.65 |
| Small (%) | 36.85 | 20.14 |
| Tiny (%) | — | — |
Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully
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