Franklin India Opportunities Fund - Direct - Growth
Franklin Templeton Asset Management (India) Private Limited · Direct Plan · Growth
Fund overview
1% on or before 1Y
Returns & rankings
| Period | Fund Returns | Category Avg. | Rank | VS Category |
|---|---|---|---|---|
| … | ||||
Green = fund outperformed the category average for that period; red = underperformed. Periods under 1 year always show absolute (non-annualised) returns. Past performance does not guarantee future returns.
Return calculator
One-time investment
₹5,000
| Over the past | Total investment | Would've become | Returns |
|---|---|---|---|
| 1 Year | ₹5,000 | ₹5,832 | +832 |
| 3 Years | ₹5,000 | ₹7,932 | +2,932 |
| 5 Years | ₹5,000 | ₹10,790 | +5,790 |
Calculated using the fund's annualised return since inception (16.6% p.a.) as period-wise historical returns aren't available in the current feed. Actual returns fluctuate and are not guaranteed. Mutual fund investments are subject to market risks.
Holdings
52 securitiesTop 10 holdings make up 38.6% of the portfolio.
| Security | Sector | Market Cap | Weight |
|---|---|---|---|
| Hindustan Aeronautics Ltd | Aerospace & Defense | Large Cap | 6.74% |
| TBO Tek Ltd | Leisure Services | Small Cap | 4.98% |
| Cash/Bank/Net Current Assets/(Liabilities) | Cash/Deposits/Margins/Treps/Repo/Swaps | — | 4.47% |
| Syrma Sgs Technology Ltd | Industrial Manufacturing | Small Cap | 4.45% |
| Mankind Pharma Ltd | Pharmaceuticals & Biotechnology | Mid Cap | 3.98% |
| Amphenol Corp | Electronic Equipment & Instruments | Overseas Equity | 3.95% |
| APL Apollo Tubes Ltd | Industrial Products | Mid Cap | 3.80% |
| TVS Motor Company Ltd | Automobiles & Components | Large Cap | 3.18% |
| Kirloskar Oil Engines Ltd | Industrial Products | Small Cap | 3.10% |
| Finolex Cables Ltd | Industrial Products | Small Cap | 2.97% |
Portfolio Allocation
Equity / Debt / Cash
Total Value
₹9,577 Cr
Market Cap Split
Total Value
100%
Equity sector allocation
Total Value
₹9,079 Cr
Debt sector allocation
Total Value
₹70 Cr
Allocation By Credit Quality (Debt)
Exit load, stamp duty & tax
01-Jan-13
1% on or before 1Y
0.005% (from July 1st, 2020)
Taxation depends on the fund category and holding period. Consult the scheme document or a tax advisor for details.
Risk & Performance Ratios (1Y)
| Standard Deviation | 13.00% |
| Beta | 0.91 |
| Sharpe Ratio | 4.65 |
| Sortino Ratio | 1.17 |
| Treynor Ratio | 0.67 |
| Jensen's Alpha | 28.76 |
| Information Ratio | 0.83 |
| R-Squared | 64.92% |
| Max Drawdown | -2.80% |
| Upside Capture | 155.65% |
| Downside Capture | -16.75% |
Fund management
Scheme Details
Investment 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.
Fund house
Franklin Templeton Asset Management (India) Private Limited
Frequently asked questions
What is the NAV of Franklin India Opportunities Fund - Direct - Growth?
The NAV of Franklin India Opportunities Fund - Direct - Growth is ₹280.07 as of 19 Oct 2026. NAV is updated at the end of every trading day.
How much expense ratio is charged by Franklin India Opportunities Fund - Direct - Growth?
The expense ratio charged by Franklin India Opportunities Fund - Direct - Growth is 0.88%.
What is the Min. SIP of Franklin India Opportunities Fund - Direct - Growth?
The minimum SIP investment in Franklin India Opportunities Fund - Direct - Growth is ₹500 per month.
What is the Min. Lumpsum of Franklin India Opportunities Fund - Direct - Growth?
The minimum lumpsum investment in Franklin India Opportunities Fund - Direct - Growth is ₹5,000.
What is the Exit Load of Franklin India Opportunities Fund - Direct - Growth?
The exit load for Franklin India Opportunities Fund - Direct - Growth is: 1% on or before 1Y
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