Franklin India Opportunities Direct Fund Growth+1.49%

10.65%
1 Year Return
Equity
Sectoral/Thematic
3.0star
6M
1Y
3Y
5Y
All

Fund Details

Franklin India Opportunities Direct Fund Growth

RiskHigh
Min SIP Amount₹500
Expense Ratio1.59%
NAV82.07 (27 Oct 2020)
Fund Started01 Jan 2013
Fund Size504 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Franklin India Opportunities Direct Fund Growth
10.7%
3.0%
7.3%
12.1%
Category Average
3.5%
1.1%
6.2%
-
Rank within category
8
5
5
-
*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
    0
    with 10.7% annual returns

    Comparison

    Data not available
    Pros
    1. 1Y Returns are higher than the category average returns
    Cons
    1. Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
    2. Risk-adjusted returns are lower compared to the category
    3. Higher expense ratio - 1.59%

    Top Holdings

    NameSectorInstrument% Assets
    HDFC Bank Ltd.FinancialEquity8.5%
    Infosys Ltd.TechnologyEquity8.1%
    Info Edge (India) Ltd.ServicesEquity6.9%
    Grasim Industries Ltd.ConstructionEquity6.1%
    Kotak Mahindra Bank Ltd.FinancialEquity4.7%
    Mahindra & Mahindra Ltd.AutomobileEquity4.1%
    ICICI Bank Ltd.FinancialEquity4.1%
    Axis Bank Ltd.FinancialEquity3.9%
    HCL Technologies Ltd.TechnologyEquity3.7%
    Bharat Petroleum Corpn. Ltd.EnergyEquity3.7%
    See All

    Fund Managers

    addSrikesh Nair
    Education
    Mr. Nair is a B.S. Marine Engineering from BITS Pilani and holds a Post Graduate Diploma in Management from Management Development Institute, Gurgaon.
    Experience
    Prior to joining Franklin Templeton Asset Management (India) Pvt. Ltd. he has worked with Goldman Sachs Services Private Limited (Apr 2011 - May 2015) as an Analyst and Teekay Shipping (Oct 2007 - Apr 2008 ) as a Trainee Marine Engineer
    Funds Managed
    addPyari Menon
    Education
    Mr. Menon has done Master of Business Administration (The University of Melbourne) and Bachelor of Technology (IIT Madras).
    Experience
    Prior to joining Franklin Templeton Asset Management (India) Pvt. Ltd (April 2019- till date), he has worked with Tano Capital (September 2012 – December 2018), Daiwa Securities (November 2010-April 2012), Intellectual Ventures (March 2009-November 2010).
    Funds Managed
    addMayank Bukrediwala
    Education
    Mr. Bukrediwala has done PGDBM and Bachelor of Technology.
    Experience
    Prior to joining Franklin Templeton Mutual Fund he has worked with Goldman Sachs.
    Funds Managed

    Franklin India Opportunities Direct Fund Growth Details

    Franklin India Opportunities Direct Fund Growth is a Equity Mutual Fund Scheme launched by Franklin Templeton Mutual Fund. This scheme was made available to investors on 01 Jan 2013. R Janakiraman, Srikesh Nair, Hari Shyamsunder is the Current Fund Manager of Franklin India Opportunities Direct Fund Growth fund.The fund currently has an Asset Under Management(AUM) of ₹504 Cr and the Latest NAV as of 27 Oct 2020 is ₹82.07.

    The Franklin India Opportunities Direct Fund Growth is rated High risk. Minimum SIP Investment is set to 500. Minimum Lumpsum Investment is 5000. Exit load of 1% if redeemed within 1 year

    Investment Objective

    The scheme aims to generate capital appreciation by capitalising on the long-term growth opportunities in the India economy. The scheme will invest in a broad range of stocks without any limitation either qualitative or quantitative and across market capitalization.

    Tax Implications

    Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

    Scheme Information Document(SID)

    ₹5000
    Min for First Investment
    ₹1000
    Min for Second Investment
    Exit load of 1% if redeemed within 1 year
    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
    19 Feb 1996
    Franklin Templeton Mutual Fund
    Asset Management Company
    Custodian
    Hongkong & Shanghai Banking Corporation
    Registrar & Transfer Agent
    Templeton
    Address
    Unit 301, III Floor, Campus 4B, RMZ Millenia Business Park, 143 Dr. MGR Road, Kandanchavadi
    Email
    NA
    Website
    NA
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