IndiPe
Franklin Templeton Mutual Fund logo

Franklin India Opportunities Fund(G)

Franklin Templeton Mutual Fund

  • Equity
  • Thematic Fund
  • Very High Risk

Performance Chart

Fund Overview

Assets Under Management (AUM)
₹8,723.81 Cr
Expense Ratio
1.52%
Riskometer
Very High
Category
Thematic Fund
Asset Type
Equity
Benchmark
NIFTY 500
SIP
Available
Switch
Available
Inception Date
27 Mar 2013
ISIN
INF090I01841
Scheme Code
047
Fund Scheme ID
32

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Performance & Returns

Calculate SIP Returns

Returns by period

PeriodTrailing ReturnAbsolute ReturnAnnualised ReturnCAGR
1 Month0.71%0.71%8.38%4.13%
3 Months7.62%7.62%30.22%35.53%
6 Months9.26%9.26%18.38%14.03%
1 Year4.34%4.34%4.34%4.32%
3 Years19.75%71.83%23.92%19.99%
5 Years17.67%125.81%25.14%17.66%
Since Inception13.16%2566.75%96.66%13.16%

Past performance is not indicative of future returns.

Portfolio

Asset Allocation

100.01%

  • Domestic Equities88.65%
  • Cash & Cash Equivalents and Net Assets7.27%
  • Overseas Equities3.80%
  • Treasury Bills0.29%

Top Sectors

  • Capital Goods13.01%
  • Bank11.83%
  • Healthcare10.52%
  • Automobile & Ancillaries9.78%
  • Others7.27%
  • IT7.15%
  • Chemicals5.37%
  • Electricals5.09%

Holdings

Overview of fund allocations across sectors and securities

  • Capital Goods

    Value

    ₹1,134.97 Cr

    Weightage

    13.01%

  • Bank

    Value

    ₹1,032.03 Cr

    Weightage

    11.83%

  • Healthcare

    Value

    ₹917.74 Cr

    Weightage

    10.52%

  • Automobile & Ancillaries

    Value

    ₹853.19 Cr

    Weightage

    9.78%

  • Others

    Value

    ₹634.22 Cr

    Weightage

    7.27%

  • IT

    Value

    ₹623.75 Cr

    Weightage

    7.15%

  • Chemicals

    Value

    ₹468.47 Cr

    Weightage

    5.37%

  • Electricals

    Value

    ₹444.04 Cr

    Weightage

    5.09%

  • Finance

    Value

    ₹412.64 Cr

    Weightage

    4.73%

  • Crude Oil

    Value

    ₹405.66 Cr

    Weightage

    4.65%

  • Consumer Durables

    Value

    ₹309.70 Cr

    Weightage

    3.55%

  • Iron & Steel

    Value

    ₹304.46 Cr

    Weightage

    3.49%

  • Power

    Value

    ₹289.63 Cr

    Weightage

    3.32%

  • Telecom

    Value

    ₹246.01 Cr

    Weightage

    2.82%

  • Retailing

    Value

    ₹211.12 Cr

    Weightage

    2.42%

  • Construction Materials

    Value

    ₹130.86 Cr

    Weightage

    1.50%

  • Aviation

    Value

    ₹103.81 Cr

    Weightage

    1.19%

  • Hospitality

    Value

    ₹102.94 Cr

    Weightage

    1.18%

  • Insurance

    Value

    ₹74.15 Cr

    Weightage

    0.85%

  • G-Sec

    Value

    ₹25.30 Cr

    Weightage

    0.29%

About

Fund Manager(s)

Mr. R. Janakiraman, Mr. Kiran Sebastian, Mr. Sandeep Manam

Launch Date

27 Mar 2013

Benchmark

NIFTY 500

Objective

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.

RISKOMETER

LOWLOW TOMODERATEMODERATEMODERATELYHIGHHIGH

The riskometer indicates the level of risk associated with the fund based on historical data and portfolio composition.

Exit Load, Stamp Duty and Tax Implication

Exit load
1% on or before 1Y
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
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