Franklin India Opportunities Fund - Direct - IDCW
Expense Ratio: 0.52
Risk: Very High
Equity Scheme - Sectoral/ Thematic
Plan: Direct
Benchmark: Nifty 500 TRI
Inception: 21-02-2000
Exit Load: Nil
Fund Size:₹8,379.48 Cr
Performance
1Y
Fund-9.18%
Cat. Avg.N/A
2Y
Fund-7.61%
Cat. Avg.N/A
3Y
Fund8.69%
Cat. Avg.N/A
5Y
Fund6.15%
Cat. Avg.N/A
10Y
Fund6.95%
Cat. Avg.N/A
SI
Fund8.42%
Cat. Avg.N/A
Fund Facts
No available Data
Taxation
Within 1 Year (STCG (Short Term)):20%
After 1 Year (LTCG (Long Term)):12.5%
*Tax rates as per Finance Act 2024. Surcharge & cess may apply.
Allocation
Visualizing Fund's Exposure
Asset Class
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Market Cap
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Top Sectors
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Asset Class
Market Cap
Top Sectors
Portfolio Holdings
Detailed breakdown of instruments.
Instrument | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | Call, Cash & Other Assets | 758.44 | 8.25% |
| 2 | Hindustan Aeronautics Ltd | 565.25 | 6.15% |
| 3 | State Bank of India | 465.91 | 5.07% |
| 4 | Reliance Industries Ltd | 397.31 | 4.32% |
| 5 | Amphenol Corp | 391.23 | 4.26% |
| 6 | Shriram Finance Ltd | 386.01 | 4.20% |
| 7 | AIA Engineering Ltd | 325.93 | 3.55% |
| 8 | Syrma SGS Technology Ltd | 323.90 | 3.52% |
| 9 | Kirloskar Oil Engines Ltd | 304.57 | 3.31% |
| 10 | APL Apollo Tubes Ltd | 297.41 | 3.24% |
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SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Nov, 25 | 60000 | 60155 | +0.3% | +0.5% |
| 2Y | 07 Nov, 24 | 1.20 L. | 1.19 L. | -1.2% | -1.2% |
| 3Y | 07 Nov, 23 | 1.80 L. | 1.82 L. | +1.1% | +0.7% |
| 5Y | 08 Nov, 21 | 3 L. | 3.74 L. | +24.7% | +9.0% |
| 10Y | 07 Nov, 16 | 6 L. | 9.93 L. | +65.6% | +9.8% |
| SI | 07 Jan, 13 | 8.30 L. | 15.78 L. | +90.2% | +8.9% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 16 Oct, 25 | 1 L. | 90819 | -9.2% | -9.2% |
| 2Y | 16 Oct, 24 | 1 L. | 85355 | -14.6% | -7.6% |
| 3Y | 16 Oct, 23 | 1 L. | 1.28 L. | +28.4% | +8.7% |
| 5Y | 18 Oct, 21 | 1 L. | 1.45 L. | +45.0% | +7.7% |
| 10Y | 17 Oct, 16 | 1 L. | 1.97 L. | +97.0% | +7.0% |
| SI | 01 Jan, 13 | 1 L. | 3.05 L. | +205.2% | +8.4% |
SIP Calculator
Visualize how small monthly investments grow over time.
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Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Profit
₹14.80LSIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0
Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%
Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.