FranklIn India Opportunities Fund - IDCW
Category: Equity: Thematic-Others
Launch Date: 22-02-2000
AUM:
₹ 9,344.06 Cr
Expense Ratio
2.08%
Benchmark
Nifty 500 TRI
ISIN
INF090I01858
Minimum Investment
5000.0
Minimum Topup
1000.0
Minimum SIP Amount
500
Fund Manager
Kiran Sebastian, R. Janakiraman & Sandeep Manam
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| FranklIn India Opportunities Fund - IDCW | 7.44 | 20.95 | 17.96 |
| NIFTY 500 TRI | 5.88 | 13.04 | 12.25 |
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
38.4639
Last change
-0.11 (-0.2927%)
Fund Size (AUM)
₹ 9,344.06 Cr
Performance
12.65% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
Investment Objective
The investment objective of Franklin India Opportunities Fund (FIOF) is to generate capital appreciation by investing in opportunities presented by special situations such as corporate restructuring, Government policy and/or regulatory changes, companies going through temporary unique challenges and other similar instances.
Fund Manager
Kiran Sebastian, R. Janakiraman & Sandeep Manam
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| Call, Cash & Other Assets | 8.25 |
| Hindustan Aeronautics Ltd | 6.15 |
| STATE BANK OF INDIA EQ NEW RE. 1/- | 5.07 |
| RELIANCE INDUSTRIES LIMITED EQ | 4.32 |
| AMPHENOL CORP | 4.26 |
| Shriram Finance Limited | 4.2 |
| AIA ENGINEERING LIMITED EQ NEW RE.2/- | 3.55 |
| SYRMA SGS TECHNOLOGY LIMITED EQ | 3.52 |
| KIRLOSKAR OIL ENGINES LIMITED EQ | 3.31 |
| APL APOLLO TUBES LIMITED EQ NEW FV RS. 2/- | 3.24 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Capital Goods | 25.37 |
| Financial Services | 22.73 |
| Healthcare | 10.56 |
| Automobile and Auto Components | 5.55 |
| Consumer Durables | 4.99 |
| Oil, Gas & Consumable Fuels | 4.32 |
| Information Technology | 3.16 |
| Power | 2.9 |
| Telecommunication | 2.56 |
| Chemicals | 1.91 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| FranklIn India Opportunities IDCW | 17.96 |
| HDFC Defence Fund Gr | 0.0 |
| HSBC India Export Opportunities Fund Reg Gr | 0.0 |
| Edelweiss Recently Listed IPO Fund Reg Gr | 11.8 |
| Quant Commodities Gr Reg Plan | 0.0 |
| ICICI Pru Commodities Gr | 13.91 |
| SBI Comma Fund Reg Plan Gr | 11.21 |
| Quant Momentum Fund Gr Reg Plan | 0.0 |
| Sundaram Services Reg Gr | 14.33 |
| ICICI Pru Quality Fund Gr | 0.0 |