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Franklin India Income Opportunities Fund - Direct Plan (G)

PLAN: Direct OPTIONS: Growth
19.697 0.01 (0.05%)

NAV as on 29 Mar, 2017

CRISIL MF RANK

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ranking by CRISIL

Below average performance in the category

The scheme is ranked 4 in Credit Opportunities Funds 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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Returns (NAV as on 29 Mar, 2017)

Period Returns (%) Rank #
1 mth 0.5 48
3 mth 2.5 5
6 mth 5.1 4
1 year 12.2 2
2 year 9.6 28
3 year 10.7 9
5 year - -

# Moneycontrol Rank within 57 Credit Opportunities Funds Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2016 -0.1 2.8 3.4 2.4 9.2
2015 2.9 1.7 2.9 2.2 10.3
2014 2.6 3.1 2.5 3.7 12.6
2013 2.2 3.0 - 3.2 9.2

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 (Credit Opportunities Funds)

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns 0.5 2.5 5.1 12.2 9.6 10.7 --
Category avg 0.5 1.8 3.7 9.5 8.7 8.4 6.7
Difference of Fund returns and Category returns 0.0 0.7 1.4 2.7 0.9 2.3 --
Best of category 1.2 2.7 6.0 12.6 11.1 11.9 10.4
Worst of category -1.5 0.3 -0.2 0.1 5.8 6.8 8.0
Franklin India Income Opportunities Fund - Direct Plan (G) Review by Crisil - Rating: 2 (Rank 4 out of 5)

Investment Info

Investment Objective

Scheme details

Fund Type Open-Ended
Investment Plan Growth
Launch date Jan 01, 2013
Benchmark CRISIL Composite Bond Fund
Asset Size (Rs cr) 193.22 (Dec-31-2016)
Minimum Investment Rs.5000
Last Dividend N.A.
Bonus N.A.
Fund Manager Santosh Kamath / Sumit Gupta
View performance of schemes managed by the Fund Manager
Notes N.A

Load Details

Entry Load N.A
Exit Load 3.00%
Load Comments Exit load: 3% if redeemed within 12 months from the date of allotment, exit load: 2% if redeemed after 12 months but within 18 months and exit load of 1% if redeemed after 18 months but within 24 months from the date of allotment of unit.

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

Credit Opportunities Funds Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
HDFC Corporate Debt Opp. -Reg (G) Rank 3
8,222.79 2.0 3.9 10.5 10.5 --
HDFC Corporate Debt Opp. -Dir (G) Rank 3
1,263.65 2.2 4.4 11.6 11.5 --
Birla SL Medium Term -Direct (G) Rank 3
857.27 1.5 3.7 10.4 10.9 --
Birla SL Medium Term - RP (G) Rank 3
7,783.39 1.2 3.2 9.6 10.2 10.4
Birla SL Medium Term - IP (G) Rank 3
4.69 1.2 3.2 9.6 10.2 10.4
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Feb 28, 17)

Debt Rating Value
(Rs cr)
Asset %
Future Retail Ltd CARE AA- 235.34 7.81
Jindal Power Ltd ICRA A- 193.37 6.42
Renew Power Ventures Pvt Ltd Privately Rated $ 157.70 5.23
Reliance Project Ventures And Management Pvt.ltd BWR A+ (SO) 156.32 5.19
DLF Ltd ICRA A 153.38 5.09
Reliance Communications Enterprises Pvt Ltd BWR A+ (SO) 152.40 5.06
Hinduja Leyland Finance Ltd IND A+ 150.38 4.99
Edelweiss Commodities Services Ltd CRISIL AA 119.96 3.98
OPJ Trading Pvt Ltd BWR BBB-(SO) 118.37 3.93
Aditya Birla Retail Ltd CRISIL A- 115.13 3.82

Full Portfolio

Sector Allocation (Feb 28, 17)

Sector %

1-Year

HighLow

No Sector Data Available

View All Sectors

Asset Allocation (%)(Feb 28, 17)

Equity 0.00
Others 0.00
Debt 94.31
Mutual Funds N.A
Money Market 2.14
Cash / Call 3.53

View All

Concentration

Holdings (%)
Top 5 29.74
Top 10 51.52
Sector (%)
Top 3 N.A.

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