Please wait...

Franklin India Opportunities Fund

'Hi, I came across this interesting fund from Franklin Templeton. Check it out!'
Annualised Returns As of 31/08/2017
11.69%
Minimum Investment/Multiples for Fresh Purchase (INR)

5000/1

Additional Investment/Multiples thereof (INR)

1000/1

Over 70,000 Unique Investors (As of 30/09/2017)
Why should you invest in this fund?

Franklin India Opportunities Fund takes concentrated sector or company exposure based on four prominent themes. These are as follows:

  • Companies operating in areas wherein India has a strong advantage
  • Globally competitive Indian companies with potential to participate in global opportunities
  • Undervalued companies
  • Companies best positioned to take advantage of opportunities arising from a growing economy
What are the “Tax Benefits” of investing in this fund?
  • The long term capital gains (LTCG) tax, if you stay invested for more than 12 months, is “Nil”
  • The dividends declared are "Tax Free” and carry “NIL” Dividend Distribution Tax
Top 10 companies and sectors where the fund has invested as on 30/09/2017 are given below*:
  • HDFC Bank Ltd. (Banks)
  • Axis Bank Ltd. (Banks)
  • Grasim Industries Ltd. (Materials)
  • Dr Reddy's Laboratories Ltd. (Pharmaceuticals, Biotechnology & Life Sciences)
  • Equitas Holdings Ltd. (Diversified Financials)
  • Yes Bank Ltd. (Banks)
  • State Bank of India (Banks)
  • ICICI Bank Ltd. (Banks)
  • Tata Motors Ltd. (Automobiles & Components)
  • Mahindra & Mahindra Ltd. (Automobiles & Components)
What is the “Ideal Investment Horizon” while investing in this fund?

The recommended investment horizon is “5 years or more”

Alternative To
  • Investments In Multi Sized Companies

Suitable For
  • Retirement Corpus

  • Long Term Wealth Creation

  • Education Corpus

Fund Video

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 18/10/2017
  • Growth 71.21
  • Dividend 21.58
  • Direct-Growth 73.37
  • Direct-Dividend 22.31
  • Additional Fund Information as on 31/08/2017
  • Fund Size in INR (CR) 639.99
  • Portfolio Turnover 31.79%
  • Weighted Average Maturity 2.30 Years
  • Expense Ratio [#] 2.85%
  • Expense Ratio (Direct) [#] 2.3%
  • Benchmark(s) S&P BSE 200 ^
    Nifty 50
  • Fund Manager Janakiraman Rengaraju, Hari Shyamsunder & Srikesh Karunakaran Nair
Product Label
This product is suitable for Investors who are seeking*:
  • Long term capital appreciation
  • A fund that takes concentrated stock or sector exposures based on four themes
”Moderately

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

[^] 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 average charged for the month of September 2017. The above ratio includes the Service tax on Investment management fees. The above expense also includes proportionate charge in respect sales of beyond T-15 cities subject to maximum of 30 bps on daily net assets wherever applicable.