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Franklin India Income Opportunities Fund (G)

PLAN: Regular OPTIONS: Growth
19.317 0.01 (0.04%)

NAV as on 26 May, 2017

CRISIL MF RANK

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ranking by CRISIL

Good performance in the category

The scheme is ranked 2 in Credit Opportunities Funds category by Crisil (for quarter ended Mar 2017) rank unchanged from last quarter. If you are already invested in this scheme, you may continue to stay invested. But, do keep a check on its performance.

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Returns (NAV as on 26 May, 2017)

Period Returns (%) Rank #
1 mth 0.8 30
3 mth 2.1 41
6 mth 4.0 12
1 year 10.7 20
2 year 8.8 48
3 year 9.5 40
5 year 9.7 10

# Moneycontrol Rank within 57 Credit Opportunities Funds Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2017 2.2 - - - -
2016 -0.4 2.6 3.2 2.2 8.4
2015 2.6 1.5 2.6 1.9 9.2
2014 2.4 2.9 2.2 3.4 11.6
2013 2.1 2.8 -0.1 3.0 8.5
2012 1.8 2.5 2.9 2.0 10.1

View where it stands within its peers

* Returns over 1 year are Annualised

* Calculation Remark - Dividends are reinvested at the rate of return

Performance

Fund returns v/s Category average (Credit Opportunities Funds)

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns 0.8 2.1 4.0 10.7 8.8 9.5 9.7
Category avg 0.8 2.1 2.8 9.3 9.0 8.2 6.7
Difference of Fund returns and Category returns 0.0 0.0 1.2 1.4 -0.2 1.3 3.0
Best of category 1.5 3.6 6.0 12.1 11.1 11.5 10.4
Worst of category 0.5 0.1 -0.6 -0.3 5.7 6.6 7.9
Franklin India Income Opportunities Fund (G) Review by Crisil - Rating: 4 (Rank 2 out of 5)

Investment Info

Investment Objective

An open-end income fund which seeks to provide regular income and capital appreciation by investing in fixed income securities across the yield curve.

Scheme details

Fund Type Open-Ended
Investment Plan Growth
Launch date Dec 10, 2009
Benchmark CRISIL Composite Bond Fund
Asset Size (Rs cr) 2,758.72 (Mar-31-2017)
Minimum Investment Rs.5000
Last Dividend N.A.
Bonus N.A.
Fund Manager Santosh Kamath / Sumit Gupta
View performance of schemes managed by the Fund Manager
Notes N.A

Load Details

Entry Load N.A
Exit Load 3.00%
Load Comments Exit load: 3% if redeemed within 12 months from the date of allotment, exit load: 2% if redeemed after 12 months but within 18 months and exit load of 1% if redeemed after 18 months but within 24 months from the date of allotment of unit.

Contact Details

Regd. Office Indiabulls Finance Centre; Tower 2, 12th and 13th Floor; Senapati Bapat Marg; Elphinstone Road (W) , 400013
Tel. No. 022-67519100
Fax No. 022-66490622/66490627
Email service@templeton.com
Website http://www.franklintempletonindia.com

Peer Comparison

Credit Opportunities Funds Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
HDFC Corporate Debt Opp. -Dir (G) Rank 3
1,445.22 2.3 2.9 11.3 11.3 --
HDFC Corporate Debt Opp. -Reg (G) Rank 3
9,163.60 2.1 2.4 10.3 10.3 --
Birla SL Medium Term -Direct (G) Rank 5
1,014.65 3.0 3.1 10.8 10.9 --
Birla SL Medium Term - IP (G) Rank 5
4.75 2.8 2.7 9.9 10.2 10.4
Birla SL Medium Term - RP (G) Rank 5
8,660.99 2.8 2.7 9.9 10.2 10.4
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Apr 28, 17)

Debt Rating Value
(Rs cr)
Asset %
Jindal Power Limited* ICRA A- 192.76 6.43
Renew Power Ventures Private Limited* Privately Rated $ 156.70 5.23
DLF Limited* ICRA A 153.45 5.12
Reliance Communications Enterprises Private Limited* BWR A+ (SO) 152.14 5.08
Future Retail Limited* CARE AA- 143.44 4.79
Edelweiss Commodities Services Limited* CRISIL AA 124.62 4.16
OPJ Trading Private Ltd* BWR BBB-(SO) 121.49 4.05
AU Small Finance Bank Ltd* ICRA A+ 118.20 3.94
Aditya Birla Retail Limited* CRISIL A- 116.37 3.88
Wadhawan Global Capital Private Limited.* CARE AAA(SO) 106.17 3.54

Full Portfolio

Sector Allocation (Apr 28, 17)

Sector %

1-Year

HighLow

No Sector Data Available

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Asset Allocation (%)(Apr 28, 17)

Equity 0.00
Others 0.00
Debt 98.03
Mutual Funds N.A
Money Market 0.00
Cash / Call 1.96

View All

Concentration

Holdings (%)
Top 5 26.65
Top 10 46.22
Sector (%)
Top 3 N.A.

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