Franklin India Income Opportunities Direct Plan Growth+0.16%

5Groww
8.83%
1 Year Return
Debt
Medium Duration
5.0 star
6M
1Y
3Y
5Y
All

Fund Details

Franklin India Income Opportunities Direct Plan Growth

RiskModerate
Min SIP Amount₹500
Expense Ratio0.92%
NAV24.04 (18 Sep 2019)
Fund Started01 Jan 2013
Fund Size3,587 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Franklin India Income Opportunities Direct Plan Growth
8.8%
8.8%
9.4%
9.6%
Category Average
5.1%
6.3%
7.7%
-
Rank within category
6
2
3
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    30
    with 8.8% annual returns

    Comparison

    Data not available
    Pros
    1. Risk-adjusted returns are higher compared to the category
    2. 1Y Returns are higher than the benchmark
    3. 3Y Returns are higher than the benchmark
    4. 5Y Returns are higher than the benchmark
    Cons
    1. Risk is higher compared to the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    Piramal Capital & Housing Finance Ltd.FinancialBonds/Deb6.5%
    Power Finance Corpn. Ltd.FinancialNCD5.5%
    Coastal Gujarat Power Ltd.EngineeringDebenture5.3%
    Shriram Transport Finance Co. Ltd.FinancialDebenture3.9%
    Rivaaz Trade Ventures Pvt. Ltd.DiversifiedDebenture3.8%
    Vodafone Idea Ltd.CommunicationDebenture3.7%
    DCB Bank Ltd.FinancialDebenture3.3%
    Andhra Pradesh Capital Region Development AuthorityServicesDebenture3.2%
    Sadbhav Infrastructure Project Ltd.ConstructionDebenture3.1%
    Adani Rail Infra Pvt. Ltd.ServicesDebenture3.1%
    See All

    Fund Managers

    addSantosh Kamath
    Education
    Mr. Kamath is a B.E ( Electronics ) from REC Bhopal and PGDM (Management) from XLRI Jamshedpur.
    Experience
    Prior to joining Franklin Templeton Investments he has worked with ING Vysya AMC, Zurich Asset Management, SBI Mutual, CRISIL and Jardine Fleming Asset Management.
    Funds Managed

    Other Details

    Franklin India Income Opportunities Direct Plan Growth is a Debt Mutual Fund Scheme launched by Franklin Templeton Mutual Fund. This scheme was introduced to investors on 01 Jan 2013. Santosh Kamath, Sumit Gupta is the Current Fund Manager of Franklin India Income Opportunities Direct Plan Growth.The fund currently has an Asset Under Management(AUM) of ₹3,587 Cr and the Latest NAV as of 18 Sep 2019 is ₹24.04.

    The Franklin India Income Opportunities Direct Plan Growth is rated Moderate risk. Minimum SIP Investment is 500. Minimum Lumpsum Investment is 5000. 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 Fund seeks to provide regular income and capital appreciation 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.

    Scheme Information Document(SID)

    ₹5000
    Min for First Investment
    ₹1000
    Min for Second Investment
    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
    Exit Load

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    About Franklin Templeton Mutual Fund

    Address
    Indiabulls Finance Centre; Tower 2, 12th and 13th Floor; Senapati Bapat Marg; Elphinstone Road (W) Mumbai 400013
    Phone
    022 - 67519100
    Launch Date
    18 Feb 1996
    Franklin Templeton Mutual Fund
    Asset Management Company
    Custodian
    Deutsche Bank
    Registrar & Transfer Agent
    Templeton
    Address
    4th Floor, Kuber Complex, Rathyatra Kamachha Rd, Rathyatra Crossing, Near Tanishq Jewelers, Rathyatra, Sidhgiribagh, Varanasi,
    Email
    NA
    Website
    NA
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