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Franklin India Opportunities Fund (G)

PLAN: Regular OPTIONS: Growth
61.012 0.1 (0.17%)

NAV as on 26 Aug, 2016

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 Jun 2016) down from Rank 1 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

Close Earlier called Franklin Internet Opportunities Fund, it has changed its investment objective to become a diversified fund w.e.f. March 10, 2004.
Benchmark Index:
 
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Returns (NAV as on 26 Aug, 2016)

Period Returns (%) Rank #
1 mth 0.9 187
3 mth 9.3 166
6 mth 28.0 122
1 year 11.6 132
2 year 14.2 73
3 year 29.0 45
5 year 17.4 37

# Moneycontrol Rank within 265 Diversified Equity Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2016 -3.5 - - - -
2015 7.6 -2.4 -4.4 -0.5 2.1
2014 8.2 18.7 10.2 11.4 58.1
2013 -9.5 2.1 -4.7 12.0 1.1
2012 12.6 -2.8 7.9 5.9 27.3
2011 -7.1 -1.6 -10.1 -5.5 -23.7

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 0.9 9.3 28.0 11.6 14.2 29.0 17.4
Category avg 2.0 10.1 24.0 10.4 8.9 15.5 9.2
Difference of Fund returns and Category returns -1.1 -0.8 4.0 1.2 5.3 13.5 8.2
Best of category 7.5 19.6 42.7 33.7 36.6 42.4 26.9
Worst of category -4.6 -4.8 -18.5 -19.0 -7.5 -1.7 0.8
Benchmark returns # 0.7 8.6 24.7 12.1 7.1 19.2 13.4
Difference of Fund returns and Benchmark returns 0.2 0.7 3.3 -0.5 7.1 9.8 4.0
Franklin India Opportunities Fund (G) Review by Crisil - Rating: 3 (Rank 3 out of 5)
# Benchmark Index: S&P BSE 200

Investment Info

Investment Objective

An open-end diversified growth scheme, with an objective to generate capital appreciation by capitalizing on long - term growth opportunities in the Indian economy.

Scheme details

Fund Type Open-Ended
Investment Plan Growth
Launch date Feb 19, 2000
Benchmark S&P BSE 200
Asset Size (Rs cr) 471.71 (Jun-30-2016)
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 Earlier called Franklin Internet Opportunities Fund, it has changed its investment objective to become a diversified fund w.e.f. March 10, 2004.

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) Not Ranked
2,727.81 11.9 34.9 11.7 26.7 --
ICICI Pru Value Discovery - DP (G) Not Ranked
1,332.83 9.4 26.4 12.3 36.8 --
ICICI Pru Value Discovery Fund (G) Rank 1
10,761.91 9.0 25.6 10.9 35.5 23.9
Reliance Equity Oppor - RP (G) Rank 4
9,527.69 10.7 24.1 4.2 26.1 18.4
Reliance Equity Oppor - IP (G) Not Ranked
8.13 10.7 24.2 4.4 26.4 18.6
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Jul 29, 16)

Equity Sector Value
(Rs cr)
Asset %
HDFC Bank Banking/Finance 37.56 6.15
Yes Bank Banking/Finance 28.82 4.72
Larsen Engineering 25.95 4.25
Equitas Holding Banking/Finance 24.46 4.01
ICICI Bank Banking/Finance 21.78 3.57
SBI Banking/Finance 20.19 3.31
Tata Motors Automotive 20.13 3.30
Infosys Technology 17.69 2.90
Axis Bank Banking/Finance 16.93 2.77
BPCL Oil & Gas 16.61 2.72

Full Portfolio

Sector Allocation (Jul 29, 16)

Sector %

1-Year

HighLow

Banking/Finance 28.46 58.06 25.14
Automotive 8.80 22.56 11.79
Technology 7.78 19.68 10.20
Engineering 7.63 14.36 5.91
Oil & Gas 6.45 14.64 3.14
Pharmaceuticals 6.09 13.44 1.70

View All Sectors

Asset Allocation (%)(Jul 29, 16)

Equity 93.38
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 6.61

View All

Concentration

Holdings (%)
Top 5 22.70
Top 10 37.70
Sector (%)
Top 3 45.04

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