Franklin India Opportunities Fund - IDCW
Category: Equity: Thematic-Others
Launch Date: 22-02-2000
AUM:
₹ 6,863.66 Cr
Expense Ratio
1.77%
Benchmark
NIFTY 500 TRI
ISIN
INF090I01858
Minimum Investment
5000.0
Minimum Topup
1000.0
Minimum SIP Amount
500
Fund Manager
R. Janakiraman, Kiran Sebastian, Sandeep Manam (dedicated for making investments for Foreign Securities)
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Franklin India Opportunities Fund - IDCW | 3.79 | 35.16 | 31.29 |
| NIFTY 500 TRI | 4.85 | 21.97 | 24.42 |
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
38.671
Last change
0.35 (0.9123%)
Fund Size (AUM)
₹ 6,863.66 Cr
Performance
12.95% (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
R. Janakiraman, Kiran Sebastian, Sandeep Manam (dedicated for making investments for Foreign Securities)
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| Call, Cash & Other Assets | 9.93 |
| RELIANCE INDUSTRIES LIMITED EQ | 6.29 |
| HDFC BANK LIMITED EQ NEW FV RE. 1/- | 5.79 |
| HINDUSTAN UNILEVER LIMITED EQ F.V. RS 1 | 3.84 |
| BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- | 3.63 |
| INTELLECT DESIGN ARENA LIMITED EQ | 3.55 |
| AXIS BANK LIMITED EQ NE FV RS. 2/- | 3.38 |
| MAHINDRA AND MAHINDRA LIMITED EQ NEW F.V. RS.5 | 2.77 |
| MPHASIS LIMITED EQ | 2.65 |
| APL APOLLO TUBES LIMITED EQ NEW FV RS. 2/- | 2.64 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 18.5 |
| Healthcare | 10.65 |
| N/A | 10.33 |
| Information Technology | 9.51 |
| Consumer Services | 7.46 |
| Automobile and Auto Components | 7.11 |
| Oil, Gas & Consumable Fuels | 6.29 |
| Capital Goods | 5.79 |
| Fast Moving Consumer Goods | 5.44 |
| Telecommunication | 5.2 |