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Franklin India Opportunities Fund

'Hi, I came across this interesting fund from Franklin Templeton. Check it out!'
Annualised Returns As of 31/10/2020
10.32%
Minimum Investment/Multiples for Fresh Purchase (INR)

5000/1

Additional Investment/Multiples thereof (INR)

1000/1

Over 55,000 Unique Investors (As of 30/09/2020)
Why should you invest in Franklin India Opportunities Fund?
  • The fund aims to generate capital appreciation by investing in opportunities presented by special situations such as –
    • Corporate restructuring
    • Government policy and/or regulatory changes
    • Companies going through temporary unique challenges and
    • Other similar instances
What are the “Tax Benefits” of investing in this fund?**
  • Long term capital gains (LTCG) tax @10% (plus surcharge, if applicable and cess) without indexation if units held for more than 12 months^
  • Short term capital gains (STCG) tax @ 15% (plus surcharge, if applicable and cess) if units are held for less than 12 months
  • Dividends shall be taxable in the hands of investors and the mutual fund will deduct TDS @ 7.5%^^ for resident investors and @20% (plus applicable surcharge and cess) for non-resident investors before payouts/re-investment. However, investors can claim tax-credit of TDS deducted at the time of filing their annual return.

^ Capital gain accrued up to January 31, 2018 is exempt form LTCG tax in respect of units acquired before January 31, 2018 & redeemed on or after April 1, 2018.

^^ In accordance with the Central Board of Direct Taxes press release dated May 13, 2020, the mutual fund shall deduct TDS at the rate of 7.50% for resident investor w.e.f. May 14, 2020 till March 31, 2021 (earlier 10% from April 1, 2020 to May 13, 2020).

Top 10 companies and sectors where the fund has invested as on 31/10/2020 are given below*:
  • HDFC Bank Ltd. (Banks)
  • Info Edge India Ltd. (Media & Entertainment)
  • ICICI Bank Ltd. (Banks)
  • Grasim Industries Ltd. (Materials)
  • Mahindra & Mahindra Ltd. (Automobiles & Components)
  • Infosys Ltd. (Software & Services)
  • Kotak Mahindra Bank Ltd. (Banks)
  • Axis Bank Ltd. (Banks)
  • JK Cement Ltd. (Materials)
  • HCL Technologies Ltd. (Software & Services)
What is the “Ideal Investment Horizon” while investing in this fund?

The recommended investment horizon is “5 years or more”

Alternative To
  • Investments in companies undergoing Special Situations

Suitable For
  • Retirement Corpus

  • Child’s Marriage

  • Long Term Wealth Creation

Fund Video

Franklin India Opportunities Fund is an equity fund that invests in companies undergoing special situations like Corporate Restructuring, Government Policy changes and other similar circumstances. This fund is suitable if you are looking for long term wealth creation. You should consider investing in this fund if your investment horizon is 5 years or more. To know more about Franklin India Opportunities Fund, watch the video below.

Fund Information

  • Inception 21/02/2000
  • Entry Load Nil
  • Exit Load In respect of each purchase of units - 1% if the units are redeemed/switched-out within one year of allotment
  • NAV in INR as on 26/11/2020
  • Growth 85.1980
  • Dividend 18.7888
  • Direct-Growth 90.0088
  • Direct-Dividend 20.2232
  • Additional Fund Information as on 31/10/2020
  • Fund Size in INR (CR) 524.6
  • Portfolio Turnover 25.35%
  • Expense Ratio [#] 2.51
  • Expense Ratio (Direct) [#] 1.64
  • Benchmark(s) Nifty 500INST2::Nifty 50
  • Fund Manager Janakiraman Rengaraju, Hari Shyamsunder & Pyari Menon
Product Label
This product is suitable for Investors who are seeking*:
  • Long term capital appreciation
  • A fund that takes stock or sector exposures based on special situations theme
”Moderately

*Investors should consult their financial distributors if in doubt about whether the product is suitable for them.

** The information given here is neither a complete disclosure of every material fact of Income-tax Act 1961 nor does it constitute tax or legal advice. Investors are requested to review the prospectus carefully and obtain expert professional advice with regard to specific legal, tax and financial implications of the investment/participation in the scheme.

[^] Index adjusted for the period February 21, 2000 to March 10, 2004 with the performance of ET Mindex.

* All portfolio holdings are subject to change. The information stated above does not constitute an investment advice or recommendation to subscribe or transact in these securities.

[#]The rates specified are the actual expenses charged as at the end of the month. The above ratio includes the GST on Investment management fees. The above expense also includes proportionate charge in respect sales of beyond T-30 cities subject to maximum of 30 bps on daily net assets wherever applicable.