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Business News/Market/Market Stats/    Franklin India Opportunities Fund Growth

Franklin India Opportunities Fund Growth

+
  • Equity
  • Equity - Other
  • Rating 2
  • Plan
176.23 -0.25 (-0.14%) NAV as on 08 Dec, 2023
  • 5D
  • 1M
  • 6M
  • 1Y
  • 5Y
  • MAX

Key Metrics

  • AUM (in Cr)1786.36
  • CAGR 41.98%
  • Exit Load1.00%
  • Expense ratio2.19%
  • CategoryEquity
  • Min Investment5000
  • Min SIP500
  • Launch Date2000-02-21

Morning Star Rating 2

Medium
Risk
Exceptional
Return

Asset Allocation

Holdings As On - 11 December 2023

  • Name
  • Value (Cr)
  • Holding %
  • Call, Cash & Other Assets
  • 65.40
  • 4.39%
View More

Risk & Volitility

  • Alpha 0.24%
  • Beta 1.00
  • Sharpe Ratio1.30
  • Std Deviation 14.71%
  • 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 1786.36 crores & has delivered CAGR of 21.01% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 2.19%. 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 Reliance Industries, NTPC, Bharat Electronics & ICICI Bank.

 

The major sectors where the fund is invested are Misc. Capital Goods, Electric Utilities, Aerospace & Defense & Software & Programming.

 

Some of the similar funds are ICICI Prudential Manufacturing Fund Growth, Franklin India Opportunities Fund Growth, Tata Ethical Fund Regular Growth, Kotak Pioneer Fund Regular Growth, Aditya Birla Sun Life Business Cycle Fund Regular Growth. Franklin India Opportunities Fund Growth has a sharpe ratio of 1.30 & a standard deviation of 14.71%.

FAQs about Franklin India Opportunities Fund Growth

According to the morning star rating Franklin India Opportunities Fund Growth has a Medium risk & Exceptional return.
Franklin India Opportunities Fund Growth is managed by Kiran Sebastian,R. Janakiraman,Sandeep Manam.
The expense ratio of Franklin India Opportunities Fund Growth is 2.19%.
The 5 year annualized return on Franklin India Opportunities Fund Growth is 21.01% & it has generated 41.98% in the last 1 year.
The minimum investment in Franklin India Opportunities Fund Growth is 5000 Rs.
Franklin India Opportunities Fund Growth has an AUM of 1786.36 crores.
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