Franklin India Opportunities Fund Growth

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Equity
Equity - Other
Rating 2
Plan

238.57 -0.63 (-0.26%) NAV as on 24 Apr, 2025

5D
1M
6M
1Y
5Y
MAX

Key Metrics

AUM (in Cr)6046.75
CAGR 12.44%
Exit Load1.00%
Expense ratio1.79%
CategoryEquity
Min Investment5000
Min SIP500
Launch Date2000-02-21

Asset Allocation

Holdings As On - 25 April 2025

Holdings

Sectors

Name
Value (Cr)
Holding %

Call, Cash & Other Assets
609.51
10.08%

Hdfc Bank
373.68
6.18%

Reliance Industries
253.38
4.19%

Bharti Airtel
232.67
3.85%

Hindustan Unilever
181.61
3.00%

Mphasis
177.65
2.94%

Mahindra And Mahindra
170.07
2.81%

Lemon Tree Hotels
164.80
2.73%

Info Edge India
155.22
2.57%

Icici Bank
154.89
2.56%

Peer Comparison

Fund Name
Franklin India Opportunities Fund Growth12.44%
Aditya Birla Sun Life PSU Equity Fund Regular Growth-3.11%
ICICI Prudential Manufacturing Fund Growth2.07%
SBI Magnum Global Fund Regular Growth2.97%
ICICI Prudential Innovation Fund Regular Growth13.54%

Risk & Volitility

Alpha 0.24%
Beta 1.00
Sharpe Ratio1.14
Std Deviation 16.83%
Tracking Error 3.99%

About Fund

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

The Franklin India Opportunities Fund Growth has an AUM of 6046.75 crores & has delivered CAGR of 33.03% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.79%. The minimum investment in Franklin India Opportunities Fund Growth is Rs 5000 and the minimum SIP is Rs 500.

As per morningstar the risk & return rating of the fund are Medium & Exceptional respectively.

The top holdings of the fund include Call, Cash & Other Assets, Hdfc Bank, Reliance Industries & Bharti Airtel.

The major sectors where the fund is invested are Software & Programming, Regional Banks, Biotechnology & Drugs & Computer Services.

Some of the similar funds are Franklin India Opportunities Fund Growth, Aditya Birla Sun Life PSU Equity Fund Regular Growth, ICICI Prudential Manufacturing Fund Growth, SBI Magnum Global Fund Regular Growth, ICICI Prudential Innovation Fund Regular Growth. Franklin India Opportunities Fund Growth has a sharpe ratio of 1.14 & a standard deviation of 16.83%.