Franklin India Opportunities Fund - IDCW
Category: Equity: Thematic-Others
Launch Date: 22-02-2000
AUM:
₹ 3,459.54 Cr
Expense Ratio
1.91%
Benchmark
NIFTY 500 TRI
ISIN
INF090I01858
Minimum Investment
5000.0
Minimum Topup
1000.0
Minimum SIP Amount
500
Fund Manager
R Janakiraman, Sandeep Manam, Kiran Sebastian
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Franklin India Opportunities Fund - IDCW | 67.33 | 28.14 | 24.19 |
| NIFTY 500 TRI | 35.04 | 19.63 | 18.84 |
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
Overview
NAV
36.4937
Last change
0.16 (0.4288%)
Fund Size (AUM)
₹ 3,459.54 Cr
Performance
12.93% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
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.
Fund Manager
R Janakiraman, Sandeep Manam, Kiran Sebastian
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| ICICI Bank Ltd. | 5.64 |
| Others | 5.5 |
| Zomato Ltd. | 5.16 |
| Bharti Airtel Ltd. | 4.81 |
| Reliance Industries Ltd. | 4.74 |
| Crompton Greaves Consumer Electricals Ltd. | 4.16 |
| Hindustan Aeronautics Ltd. | 4.08 |
| Kirloskar Oil Engines Ltd. | 3.67 |
| Kirloskar Pneumatic Company Ltd. | 3.43 |
| Bharat Electronics Ltd. | 2.9 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Capital Goods | 22.11 |
| Services | 15.07 |
| Healthcare | 8.43 |
| Consumer Discretionary | 8.15 |
| Automobile | 8.1 |
| Energy | 6.95 |
| Technology | 6.64 |
| Financial | 5.64 |
| Others | 5.5 |
| Communication | 5.16 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Franklin India Opportunities IDCW | 24.19 |
| Franklin India Opportunities Gr | 24.91 |
| ICICI Prudential Innovation Fund Gr | 0.0 |
| HDFC Housing Opportunities Reg Gr | 18.59 |
| Tata Business Cycle Fund Reg Gr | 0.0 |
| ICICI Pru Business Cycle Fund Gr | 0.0 |
| ICICI Pru India Opportunities Cum | 24.01 |
| SBI Magnum Comma Fund Reg Gr | 22.49 |
| Taurus Ethical Fund Reg Gr | 19.24 |
| ICICI Pru Commodities Gr | 0.0 |