Franklin India Opportunities Fund Growth

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Equity
Equity - Other
Rating 2
Plan

258.80 +0.77 (0.30%) NAV as on 18 Feb, 2026

5D
1M
6M
1Y
5Y
MAX

Key Metrics

AUM (in Cr)8303.72
CAGR 17.50%
Exit Load1.00%
Expense ratio1.75%
CategoryEquity
Min Investment5000
Min SIP500
Launch Date2000-02-21

Asset Allocation

Holdings As On - 19 February 2026

Holdings

Sectors

Name
Value (Cr)
Holding %

AXIS Bank Ltd
541.14
6.54%

State Bank of India
319.89
3.87%

Reliance Industries
294.07
3.56%

APL Apollo Tubes Ltd
263.85
3.19%

Hindustan Aeronautics
245.53
2.97%

NTPC
225.47
2.73%

IDFC First Bank
216.30
2.62%

Peer Comparison

Fund Name
Franklin India Opportunities Fund Growth17.5%
ICICI Prudential Business Cycle Fund Regular Growth20.92%
HDFC Manufacturing Fund Regular Growth19.82%
ICICI Prudential Innovation Fund Regular Growth14.65%
HDFC Defence Fund Regular Growth49.06%

Risk & Volitility

Alpha 0.24%
Beta 1.00
Sharpe Ratio1.37
Std Deviation 15.17%
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 8303.72 crores & has delivered CAGR of 20.04% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.75%. 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 AXIS Bank Ltd, Oil and Natural Gas Corporation, State Bank of India & Reliance Industries.

The major sectors where the fund is invested are Regional Banks, Software & Programming, Oil & Gas Operations & Biotechnology & Drugs.

Some of the similar funds are Franklin India Opportunities Fund Growth, ICICI Prudential Business Cycle Fund Regular Growth, HDFC Manufacturing Fund Regular Growth, ICICI Prudential Innovation Fund Regular Growth, HDFC Defence Fund Regular Growth. Franklin India Opportunities Fund Growth has a sharpe ratio of 1.37 & a standard deviation of 15.17%.