Fund Details
Franklin India Opportunities Fund Growth
| Risk | High |
|---|---|
| Min SIP Amount | ₹500 |
| Expense Ratio | 2.50% |
| NAV | ₹99.26 (20 Jan 2021) |
|---|---|
| Fund Started | 21 Feb 2000 |
| Fund Size | ₹610 Cr |
Returns
Comparison
1. Age is more than 10 years
2. Risk is lower compared to the benchmark
3. Age is more than 10 years
4. 1Y Returns are higher than the category average returns
5. 5Y Returns are higher than the category average returns
6. 3Y Returns are higher than the category average returns
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
4. 1Y Returns are lower than the benchmark
5. 3Y Returns are lower than the benchmark
6. 5Y Returns are lower than the benchmark
7. 10Y Returns are lower than the benchmark
8. Risk-adjusted returns are lower compared to the category
9. Higher expense ratio - 2.53%
10. 10Y Returns are lower than the category average returns
Top Holdings
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| HDFC Bank Ltd. | Financial | Equity | 9.9% |
| Infosys Ltd. | Technology | Equity | 7.7% |
| Info Edge (India) Ltd. | Services | Equity | 7.2% |
| Kotak Mahindra Bank Ltd. | Financial | Equity | 6.2% |
| ICICI Bank Ltd. | Financial | Equity | 4.8% |
| Axis Bank Ltd. | Financial | Equity | 4.8% |
| Grasim Industries Ltd. | Construction | Equity | 4.1% |
| Mahindra & Mahindra Ltd. | Automobile | Equity | 3.4% |
| Bharat Petroleum Corpn. Ltd. | Energy | Equity | 3.4% |
| HCL Technologies Ltd. | Technology | Equity | 3.3% |
Fund Managers
Franklin India Opportunities Fund Growth Details
Franklin India Opportunities Fund Growth is a Equity Mutual Fund Scheme launched by Franklin Templeton Mutual Fund. This scheme was made available to investors on 21 Feb 2000. R Janakiraman, Srikesh Nair, Hari Shyamsunder is the Current Fund Manager of Franklin India Opportunities Fund Growth fund.The fund currently has an Asset Under Management(AUM) of ₹610 Cr and the Latest NAV as of 20 Jan 2021 is ₹99.26.
The Franklin India Opportunities 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.
