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Franklin India Opportunities Fund - Direct Plan (G)

PLAN: Direct OPTIONS: Growth
73.370 0.61 (0.82%)

NAV as on 18 Oct, 2017

CRISIL MF RANK

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MODERATELY HIGH

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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 Jun 2017) rank unchanged from last quarter. If you are already invested in this scheme, you may consider switching to a better performing scheme.

View Top ranked funds in this category

Benchmark Index:
 
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Returns (NAV as on 18 Oct, 2017)

Period Returns (%) Rank #
1 mth -1.9 114
3 mth 2.5 127
6 mth 9.7 114
1 year 15.0 137
2 year 12.6 143
3 year 15.0 89
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 3.9 3.0 - -
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 -1.9 2.5 9.7 15.0 12.6 15.0 --
Category avg 0.9 3.1 8.7 16.4 13.4 11.1 9.8
Difference of Fund returns and Category returns -2.8 -0.6 1.0 -1.4 -0.8 3.9 --
Best of category 7.5 16.9 21.3 32.6 27.6 27.1 27.8
Worst of category -8.8 -7.7 -18.5 -19.0 -7.5 -1.7 1.4
Benchmark returns # -0.3 3.0 11.4 18.0 12.9 11.4 14.0
Difference of Fund returns and Benchmark returns -1.6 -0.5 -1.7 -3.0 -0.3 3.6 --
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) 75.62 (Sep-30-2017)
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 4
14,542.94 2.2 5.8 10.4 12.9 20.8
HDFC Equity Fund (G) Rank 3
14,575.34 -0.7 7.8 15.2 10.7 16.0
ICICI Pru Value Discovery - DP (G) Rank 4
2,695.17 2.4 6.4 11.7 14.2 --
Franklin India Prima Plus (G) Rank 3
9,426.19 1.6 9.0 14.5 15.0 18.8
Motilal Focused Multicap 35 -RP (G) Rank 1
4,970.70 6.5 12.3 27.3 25.9 --
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Sep 29, 17)

Equity Sector Value
(Rs cr)
Asset %
HDFC Bank Banking/Finance 6.44 8.51
Yes Bank Banking/Finance 3.92 5.19
Axis Bank Banking/Finance 3.42 4.52
SBI Banking/Finance 3.27 4.33
Grasim Conglomerates 2.73 3.61
ICICI Bank Banking/Finance 2.47 3.26
Dr Reddys Labs Pharmaceuticals 2.31 3.06
Tata Motors Automotive 2.30 3.04
Equitas Holding Banking/Finance 2.25 2.97
M&M Automotive 2.16 2.85

Full Portfolio

Sector Allocation (Sep 29, 17)

Sector %

1-Year

HighLow

Banking/Finance 32.51 0.00 0.00
Automotive 8.12 0.00 0.00
Technology 6.52 0.00 0.00
Pharmaceuticals 6.46 0.00 0.00
Conglomerates 5.10 0.00 0.00
Cement 4.69 0.00 0.00

View All Sectors

Asset Allocation (%)(Sep 29, 17)

Equity 92.44
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 7.57

View All

Concentration

Holdings (%)
Top 5 26.16
Top 10 41.34
Sector (%)
Top 3 47.15

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