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Franklin India Opportunities Fund - Direct Plan (G)

PLAN: Direct OPTIONS: Growth
68.358 0.17 (0.25%)

NAV as on 28 Apr, 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 Dec 2016) 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 28 Apr, 2017)

Period Returns (%) Rank #
1 mth 3.5 162
3 mth 9.2 162
6 mth 7.1 168
1 year 22.7 155
2 year 10.2 144
3 year 22.0 66
5 year - -

# Moneycontrol Rank within 263 Diversified Equity Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
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 3.5 9.2 7.1 22.7 10.2 22.0 --
Category avg 4.3 9.4 8.2 23.9 10.4 13.7 9.9
Difference of Fund returns and Category returns -0.8 -0.2 -1.1 -1.2 -0.2 8.3 --
Best of category 10.5 20.1 18.9 50.4 25.7 63.9 28.1
Worst of category -8.8 -7.7 -18.5 -19.0 -7.5 -1.7 1.4
Benchmark returns # 3.2 9.3 8.8 23.0 8.8 14.5 14.0
Difference of Fund returns and Benchmark returns 0.3 -0.1 -1.7 -0.3 1.4 7.5 --
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 (%)
ICICI Pru Value Discovery Fund (G) Rank 2
14,011.22 8.4 6.7 19.9 23.1 22.3
HDFC Equity Fund (G) Rank 4
13,046.69 9.9 10.1 31.0 17.6 17.0
Reliance Equity Oppor - RP (G) Rank 5
8,662.40 12.7 9.7 22.4 17.8 17.5
Franklin India Prima Plus (G) Rank 3
8,479.15 9.2 7.4 19.6 21.9 19.8
Reliance Growth Fund - RP (G) Rank 3
5,517.58 11.8 8.3 33.1 23.0 18.5
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Mar 31, 17)

Equity Sector Value
(Rs cr)
Asset %
HDFC Bank Banking/Finance 5.26 6.55
Yes Bank Banking/Finance 4.10 5.10
Grasim Conglomerates 4.00 4.98
SBI Banking/Finance 3.87 4.82
Axis Bank Banking/Finance 3.76 4.68
Dr Reddys Labs Pharmaceuticals 2.68 3.33
Equitas Holding Banking/Finance 2.55 3.18
Cadila Health Pharmaceuticals 2.37 2.95
ICICI Bank Banking/Finance 2.29 2.85
M&M Automotive 2.27 2.82

Full Portfolio

Sector Allocation (Mar 31, 17)

Sector %

1-Year

HighLow

Banking/Finance 29.39 58.06 58.06
Technology 7.75 18.62 18.62
Automotive 7.57 22.06 22.06
Pharmaceuticals 6.28 13.44 13.44
Conglomerates 6.15 4.70 4.70
Cement 5.96 8.34 8.34

View All Sectors

Asset Allocation (%)(Mar 31, 17)

Equity 93.15
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 6.86

View All

Concentration

Holdings (%)
Top 5 26.13
Top 10 41.26
Sector (%)
Top 3 44.71

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