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Franklin India Opportunities Fund - Growth

Category: Equity: Thematic-Others
Launch Date: 05-02-2000
Asset Class: Equity
Benchmark: NIFTY 500 TRI
Expense Ratio: 2.48% As on (31-12-2020)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 595.32 Cr As on (31-01-2021)
Turn over: 34.17
NAV as on Wed Feb 24 00:00:00 IST 2021

102.2129

1.47 (1.4376%)

CAGR Since Inception

11.98%

NIFTY 500 TRI 16.67%

PERFORMANCE of Franklin India Opportunities Fund - Growth

Scheme Performance (%) Data as on - 24-02-2021

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Franklin India Opportunities Fund - Growth 40.97 11.3 16.33 13.37 11.98
NIFTY 500 TRI 29.07 11.72 17.7 12.78 16.67
Equity: Thematic-Others 29.8 8.1 13.88 12.69 16.34

Yearly Performance (%)

Fund Managers

Mayank Bukrediwala

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.

RETURNS CALCULATOR for Franklin India Opportunities Fund - Growth

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

Key Performance and Risk Statistics of Franklin India Opportunities Fund - Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Franklin India Opportunities Fund - Growth 14.83 0.48 -2.86 1.04 - -
Equity: Thematic-Others - - - - - -

PEER COMPARISION of Franklin India Opportunities Fund - Growth

Period
Data as on - 24-02-2021
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Franklin India Opportunities Fund - Growth 05-02-2000 40.97 22.12 11.3 16.33 13.37
ICICI Prudential Commodities Fund - Growth Option 01-10-2019 64.67 0.0 0.0 0.0 0.0
Kotak Pioneer Fund- Regular Plan- Growth Option 31-10-2019 46.69 0.0 0.0 0.0 0.0
SBI Magnum Comma Fund - Regular Plan - Growth 05-08-2005 41.2 27.41 8.99 20.76 9.09
Axis ESG Equity Fund - Regular Plan - Growth Option 05-02-2020 38.06 0.0 0.0 0.0 0.0
UTI-Transpotation and Logistics Fund-Growth Option 01-08-2005 37.22 13.83 -0.26 9.53 17.63
ICICI Prudential Manufacture in India Fund - Cumulative Option 11-10-2018 36.6 18.24 0.0 0.0 0.0
QUANTUM INDIA ESG EQUITY FUND - REGULAR PLAN - GROWTH OPTION 12-07-2019 35.51 0.0 0.0 0.0 0.0
ICICI Prudential India Opportunities Fund - Cumulative Option 01-01-2019 32.87 16.2 0.0 0.0 0.0
SBI Equity Minimum Variance Fund - Regular Plan - Growth 02-03-2019 28.38 0.0 0.0 0.0 0.0

PORTFOLIO ANALYSIS of Franklin India Opportunities Fund - Growth

Asset Allocation (%)