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Franklin India Opportunities Fund - Direct Plan (G)

PLAN: Direct OPTIONS: Growth
69.230 0.57 (0.82%)

NAV as on 23 Jun, 2017

CRISIL MF RANK

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ranking by CRISIL

Average performance in the category

The scheme is ranked 3 in Diversified Equity category by Crisil (for quarter ended Mar 2017) rank unchanged from last quarter. If you are already invested in this scheme, you may consider switching to a better performing scheme.

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Benchmark Index:
 
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Returns (NAV as on 23 Jun, 2017)

Period Returns (%) Rank #
1 mth 2.5 99
3 mth 5.4 110
6 mth 21.0 108
1 year 17.7 154
2 year 9.3 144
3 year 17.2 59
5 year - -

# Moneycontrol Rank within 263 Diversified Equity Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2017 13.1 - - - -
2016 -3.3 10.2 4.8 -8.1 4.6
2015 7.7 -2.3 -4.2 -0.4 2.8
2014 8.3 18.8 10.3 11.5 58.7
2013 -9.4 2.2 -4.6 12.1 1.5

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 (Diversified Equity)

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns 2.5 5.4 21.0 17.7 9.3 17.2 --
Category avg 2.1 6.7 18.9 20.6 10.3 10.9 10.2
Difference of Fund returns and Category returns 0.4 -1.3 2.1 -2.9 -1.0 6.3 --
Best of category 7.5 16.9 37.8 40.9 25.4 41.3 28.7
Worst of category -8.8 -7.7 -18.5 -19.0 -7.5 -1.7 1.4
Benchmark returns # 2.2 5.4 21.3 19.3 8.9 10.8 15.0
Difference of Fund returns and Benchmark returns 0.3 0.0 -0.3 -1.6 0.4 6.4 --
Franklin India Opportunities Fund - Direct Plan (G) Review by Crisil - Rating: 3 (Rank 3 out of 5)
# Benchmark Index: S&P BSE 200

Investment Info

Investment Objective

Scheme details

Fund Type Open-Ended
Investment Plan Growth
Launch date Jan 01, 2013
Benchmark S&P BSE 200
Asset Size (Rs cr) 80.34 (Mar-31-2017)
Minimum Investment Rs.5000
Last Dividend N.A. View Dividend History
Bonus N.A.
Fund Manager R. Janakiraman / Hari Shyamsunder
View performance of schemes managed by the Fund Manager
Notes N.A

Load Details

Entry Load N.A
Exit Load 1.00%
Load Comments Exit Load 1% if units are redeemed / switched-out within 1 year from the date of allotment.

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

Diversified Equity Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
HDFC Equity Fund - Direct (G) Rank 4
3,971.06 8.3 22.9 26.7 12.7 --
Franklin India Prima Plus (G) Rank 3
8,479.15 3.6 19.0 15.3 17.0 20.2
Franklin (I) Prima Plus -Direct (G) Rank 3
1,704.47 3.9 19.7 16.6 18.3 --
ICICI Pru Value Discovery - DP (G) Rank 3
2,126.45 2.4 14.6 14.7 16.0 --
HDFC Equity Fund (G) Not Ranked
13,046.69 8.1 22.4 25.6 11.8 17.8
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (May 31, 17)

Equity Sector Value
(Rs cr)
Asset %
HDFC Bank Banking/Finance 49.31 7.36
Yes Bank Banking/Finance 37.00 5.52
Grasim Conglomerates 36.40 5.43
Axis Bank Banking/Finance 32.57 4.86
SBI Banking/Finance 31.48 4.70
ICICI Bank Banking/Finance 22.35 3.33
Dr Reddys Labs Pharmaceuticals 21.19 3.16
Cadila Health Pharmaceuticals 20.60 3.07
M&M Automotive 20.59 3.07
Equitas Holding Banking/Finance 19.52 2.91

Full Portfolio

Sector Allocation (May 31, 17)

Sector %

1-Year

HighLow

Banking/Finance 31.76 0.00 0.00
Automotive 7.86 0.00 0.00
Technology 7.68 0.00 0.00
Conglomerates 6.79 0.00 0.00
Pharmaceuticals 6.23 0.00 0.00
Cement 5.22 0.00 0.00

View All Sectors

Asset Allocation (%)(May 31, 17)

Equity 96.07
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 3.90

View All

Concentration

Holdings (%)
Top 5 27.87
Top 10 43.41
Sector (%)
Top 3 47.30

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