Fund Details
Franklin India Income Opportunities Direct Plan Growth
| Risk | Moderate |
|---|---|
| Min SIP Amount | Not Supported |
| Expense Ratio | 0.06% |
| NAV | ₹23.57 (20 Jan 2021) |
|---|---|
| Fund Started | 01 Jan 2013 |
| Fund Size | ₹1,721 Cr |
Returns
Comparison
1. Lower expense ratio - 0.06%
1. Risk-adjusted returns are lower compared to the category
2. 1Y Returns are lower than the category average returns
3. 3Y Returns are lower than the category average returns
4. 5Y Returns are lower than the category average returns
Top Holdings
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| Piramal Capital & Housing Finance Ltd. | Financial | Bonds/Deb | 15.1% |
| Coastal Gujarat Power Ltd. | Engineering | Debenture | 12.8% |
| Shriram Transport Finance Co. Ltd. | Financial | Debenture | 8.8% |
| DCB Bank Ltd. | Financial | Debenture | 7.4% |
| Andhra Pradesh Capital Region Development Authority | Services | Debenture | 6.9% |
| Hinduja Leyland Finance Ltd. | Financial | Debenture | 5.6% |
| Sadbhav Infrastructure Project Ltd. | Construction | Debenture | 5.5% |
| SD Corporation Pvt Ltd. | Construction | Debenture | 5.5% |
| Edelweiss Rural & Corporate Services Ltd. | Financial | Debenture | 4.6% |
| Renew Wind Energy Delhi Pvt. Ltd. | Engineering | Debenture | 3.9% |
Fund Managers
Franklin India Income Opportunities Direct Plan Growth Details
Franklin India Income Opportunities Direct Plan Growth is a Debt Mutual Fund Scheme launched by Franklin Templeton Mutual Fund. This scheme was made available to investors on 01 Jan 2013. Santosh Kamath, Sumit Gupta is the Current Fund Manager of Franklin India Income Opportunities Direct Plan Growth fund.The fund currently has an Asset Under Management(AUM) of ₹1,721 Cr and the Latest NAV as of 20 Jan 2021 is ₹23.57.
The Franklin India Income Opportunities Direct Plan Growth is rated Moderate risk. Minimum SIP Investment is set to 500. For units in excess of 10% of the investment, 3% will be charged for redemption within 12 months, 2% will be charged for redemption after 12 months but within 18 months and 1% will be charged for redemption after 18 months but within 24 months
Investment Objective
The scheme aims to generate regular income by investing in fixed income securities across the yield curve.
Tax Implications
Returns are taxed as per your Income Tax slab, if sold before 3 years. Negligible Tax (20% with indexation benefit) post 3 years.
