| Investment
Focus
Franklin India Opportunities Fund is an open end
diversified equity scheme that seeks to generate
capital appreciation by capitalizing on the
long-term growth opportunities in the Indian
economy. The scheme would invest in:
- Companies that operate in the space where
India has a strong advantage
- Globally competitive Indian companies that
have the potential to participate in global
opportunities as well
- Companies that are under valued, and those
that have high growth potential on account of
the strong Indian economy
Investment
Strategy
Franklin India Opportunities Fund will be relatively
aggressively managed in comparison to a typical
diversified equity scheme, taking a concentrated
exposure to few sectors based on their growth
potential at different points in time.
For instance, the single sector exposure in
the scheme could be as high as 25% of the assets
or 50% over the sector’s market weight
whichever is higher. Moreover, the top three
sectors could account for 80% to 90% of the
assets, based on market opportunities. However,
the scheme will maintain a diversified portfolio
across stocks, with single stock exposure restricted
to 10% of the total portfolio. Thus, from a
risk-reward perspective, the scheme would be
positioned between a diversified equity scheme
and a sector scheme.
Highlights
- Daily
NAV
- Choice
: Growth Plan and Dividend Plan (Reinvestment
& Payout options)
- Easy
liquidity : transactions are processed within
4 working days normally
- Convenience
of Systematic
Investment Plan : the ideal way to accumulate
wealth over the long term
- NRIs can invest on a fully
repatriable basis
| Performance Snapshot |
|
Last
6 Months |
Last
1 Year |
Last
3 Years* |
Last
5 Years* |
Since
Inception* |
| FIOF
(G) |
59.35% |
4.57% |
11.03% |
24.95% |
10.61% |
| FIOF
(D) |
59.35% |
4.57% |
10.96% |
24.91% |
10.59% |
| BSE 200
# |
72.50% |
9.18% |
14.39% |
23.12% |
-5.86% |
|
Past performance
may or may not be sustained in the
future.
* Compounded and
annualised. As on July 31, 2009. The
scheme was launched as an open end
sector equity scheme and has been
repositioned in its new form with
effect from March 10, 2004. #Index
adjusted for the period February
21, 2000 to March 10, 2004 with
the performance of ET Mindex.
|
Fund Information
| Net Asset Value |
Calculated and disclosed on all business days |
|
Minimum Investments :
New Investment
Additional Investments
|
Rs.
5,000
Rs. 1,000
|
|
Load
|
| Entry Load |
Exit Load |
|
Nil |
In
respect of each purchase
of Units - 1% if the Units
are redeemed/switched-out
within one year of allotment
|
|
| Systematic Investment Plan |
Minimum Amount Rs. 500 per month for 12months,
Rs. 1000 per month for 6 months |
| Systematic Withdrawal Plan |
Minimum withdrawal of Rs.500 or fixed number
of units (Minimum investment/account
balance for availing this facility is
Rs.25,000) |
| Tax Benefits |
Indexation Benefits
Units are not liable to Wealth Tax and
Gift Tax.
No TDS on redemptions for resident investors
|
|
