Franklin India Opportunities Fund - Growth
Fund House: Franklin Templeton Mutual Fund| Category: Equity: Thematic-Others |
| Launch Date: 05-02-2000 |
| Asset Class: Equity |
| Benchmark: NIFTY 500 TRI |
| TER: 1.82% As on (30-08-2024) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 5,381.37 Cr As on 30-08-2024(Source:AMFI) |
| Turn over: 58.25% | Exit Load: Exit load of 1% if redeemed within 1 year |
258.9065
-0.29 (-0.1104%)
14.4%
Benchmark: 13.05%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY 50 TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
6 Years 1 Months
7 Years 11 Months
14 Years 9 Months
21 Years 0 Months
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
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.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 15.08 |
| Sharpe Ratio | 1.41 |
| Alpha | 10.03 |
| Beta | 0.98 |
| Yield to Maturity | - |
| Average Maturity | - |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| Franklin India Opportunities Fund - Growth | 05-02-2000 | 68.68 | 49.16 | 28.55 | 29.24 | 18.3 |
| HDFC Defence Fund - Growth Option | 05-06-2023 | 83.83 | - | - | - | - |
| Quant Business Cycle Fund - Growth Option - Regular Plan | 30-05-2023 | 61.02 | - | - | - | - |
| Mahindra Manulife Business Cycle Fund- Regular Plan - Growth | 11-09-2023 | 60.19 | - | - | - | - |
| ICICI Prudential Innovation Fund - Growth | 05-04-2023 | 58.62 | - | - | - | - |
| HSBC Business Cycles Fund - Regular Growth | 20-08-2014 | 56.8 | 37.71 | 25.3 | 23.82 | 16.03 |
| Kotak Pioneer Fund- Regular Plan- Growth Option | 31-10-2019 | 51.34 | 34.49 | 19.74 | - | - |
| HDFC Housing Opportunities Fund - Growth Option | 06-12-2017 | 50.35 | 38.48 | 24.0 | 21.78 | - |
| Baroda BNP Paribas Business Cycle Fund - Regular Plan - Growth | 05-09-2021 | 49.7 | 33.59 | 19.46 | - | - |
| Nippon India Innovation Fund-Regular Plan-Growth Option | 29-08-2023 | 49.44 | - | - | - | - |
Scheme Characteristics
Minimum investment in equity & equity related instruments of a particular sector/ particular theme - 80% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
42.87%
Others
10.3%
Large Cap
34.72%
Mid Cap
12.11%
