Franklin India Opportunities Fund Growth
- Equity - Other
- Equity
- Very High Risk
Rating:
2
Key Metrics
Aum
₹9,192.08 Cr
Expense Ratio
1.51%
Exit Load
1.00%
Min. Investment
₹5,000.00
Min. SIP
₹500.00
Launch Date
21 Feb 2000
CAGR Returns
| Period | Absolute(%) | Annualised(%) |
|---|---|---|
| 1 Month | +2.31% | -- |
| 3 Months | +9.8% | -- |
| 6 Months | +3.26% | -- |
| 1 Year | +8.02% | +8.02% |
| 2 Years | -- | +4.22% |
| 3 Years | +80.36% | +21.73% |
| 5 Years | +136% | +18.74% |
| Since Launch | +2581.51% | +13.23% |
Holdings as on 13 Aug 2026
| Name | Value (₹Cr) | Holding % |
|---|---|---|
| Call, Cash & Other Assets | 758.45 | 8.25 |
| Hindustan Aeronautics | 565.25 | 6.15 |
| State Bank of India | 465.92 | 5.07 |
| Reliance Industries | 397.31 | 4.32 |
| Amphenol Corp Class A | 391.23 | 4.26 |
| Shriram Finance | 386.01 | 4.20 |
| AIA Engineering | 325.93 | 3.55 |
| Syrma SGS Technology | 323.91 | 3.52 |
| Kirloskar Oil Engines | 304.57 | 3.31 |
| APL Apollo Tubes Ltd | 297.42 | 3.24 |
Morning Star Rating
Rating:
2
Risk
Return
Risk & Volitility
0.81
Sharpe Ratio
17.27%
Std. Deviation
3.99%
Tracking Error
0.24%
Alpha
1.00
Beta
Peer Comparison
| Fund Name | 1Y | 3Y | 5Y |
|---|---|---|---|
| Nippon India Power & Infra Fund - Growth | +15% | +21.25% | +22.29% |
| Franklin India Opportunities Fund Growth | +8.02% | +21.73% | +18.74% |
| HDFC Defence Fund Regular Growth | +31.8% | +39.83% | -- |
| ICICI Prudential Innovation Fund Regular Growth | +9.57% | +19.74% | -- |
| HDFC Manufacturing Fund Regular Growth | +14.44% | -- | -- |
Results are calculated on CAGR basis
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 9192.08 crores & has delivered CAGR of 18.74 in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.51%. 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 fund has a present cash holding of %. The top holdings of the fund include Call, Cash & Other Assets, Hindustan Aeronautics, State Bank of India, Reliance Industries.
The major sectors where the fund is invested are Regional Banks, Biotechnology & Drugs, Aerospace & Defense, Misc. Capital Goods.
Some of the similar funds are Nippon India Power & Infra Fund - Growth, Franklin India Opportunities Fund Growth, HDFC Defence Fund Regular Growth, ICICI Prudential Innovation Fund Regular Growth, HDFC Manufacturing Fund Regular Growth. Franklin India Opportunities Fund Growth has a sharpe ratio of 0.81 & a standard deviation of 17.27%.
FAQs
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 1.51%.
The 5 year annualized return on Franklin India Opportunities Fund Growth is 18.74% & it has generated 8.02% 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 9192.08 crores.
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