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Franklin India Opportunities Fund (G)

27.157
0.06 (0.23%)
NAV as on May-25-2012

Below average performance in the category

The scheme is ranked 4 in Diversified Equity category by Crisil. 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 May-25-2012)

Period Returns (%) Rank #
1 mth -5.5 70
3 mth -6.5 71
6 mth -0.6 72
1 year -9.3 63
2 year -0.7 49
3 year 5.8 67
5 year -0.3 60

# Moneycontrol Rank within 101 Diversified Equity Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2012 12.6 - - - -
2011 -7.1 -1.6 -10.1 -5.5 -23.7
2010 -1.5 -0.1 14.9 -1.7 13.6
2009 -4.4 44.7 14.1 5.3 69.8
2008 -30.7 -13.0 -4.0 -25.0 -58.1
2007 -9.8 22.5 9.5 25.5 52.1

View where it stands within its peers

* Returns over 1 year are Annualised

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 -5.5 -6.5 -0.6 -9.3 -0.7 5.8 -0.3
Category avg -4.6 -4.6 1.9 -7.4 -0.1 8.6 3.0
Difference of Fund returns and Category returns -0.9 -1.9 -2.5 -1.9 -0.6 -2.8 -3.3
Best of category 0.4 3.4 11.7 8.8 14.6 25.0 11.9
Worst of category -8.8 -11.7 -9.2 -20.4 -8.1 -21.1 -5.9
Benchmark returns # -5.7 -6.3 4.5 -9.5 -0.8 5.6 2.8
Difference of Fund returns and Benchmark returns 0.2 -0.2 -5.1 0.2 0.1 0.2 -3.1
# Benchmark Index: 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 BSE-200
Asset Size (Rs cr) 332.10 (Mar-31-2012)
Minimum Investment Rs.5000
Last Dividend N.A. View Dividend History
Bonus N.A.
Fund Manager Chakri Lokapriya / Anil Prabhudas
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 Sakhar Bhavan, 1st Floor, 230, Backbay Reclamation, Nariman Point, Mumbai, 400021
Tel. No. 66325820-36
Fax No. 22886707/22886133
Email mktg@templeton.com
Website http://www.franklintempletonindia.com

Peer Comparison

Diversified Equity Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
DSP-BR Equity Fund - RP (D) Not Ranked
1,229.08 -6.6 0.8 -8.7 9.0 6.1
DSP-BR Equity Fund - Inst Not Ranked
155.82 -4.2 3.4 -6.1 4.2 --
DSP-BR Equity Fund - RP (G) Rank 3
1,166.24 -4.3 3.2 -6.5 12.6 8.3
Franklin India Prima Plus (G) Rank 3
1,828.81 -4.9 0.8 -5.1 11.0 6.4
Franklin (I) Flexi Cap (G) Rank 3
1,771.36 -7.2 -0.3 -10.0 10.8 5.4
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Apr 30, 12)

Equity Sector Value
(Rs cr)
Asset %
ICICI Bank Banking/Finance 21.01 6.53
HDFC Bank Banking/Finance 17.30 5.38
ITC Tobacco 15.29 4.75
HDFC Banking/Finance 14.13 4.39
Larsen Engineering 14.13 4.39
Reliance Oil & Gas 12.90 4.01
Tata Motors Automotive 12.47 3.88
Axis Bank Banking/Finance 11.24 3.49
Bharti Airtel Telecom 9.15 2.84
Infosys Technology 7.53 2.34

Full Portfolio

Sector Allocation (Apr 30, 12)

Sector %

1-Year

HighLow

Banking/Finance 28.60 30.61 19.53
Automotive 10.71 10.71 2.84
Technology 7.37 15.59 7.27
Engineering 6.15 7.50 3.73
Oil & Gas 5.68 12.11 3.93
Tobacco 5.67 5.67 3.33

View All Sectors

Asset Allocation (%)(Apr 30, 12)

Equity 96.96
Others 0.04
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 3.00

View All

Concentration

Holdings (%)
Top 5 25.44
Top 10 42.00
Sector (%)
Top 3 46.68

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