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Franklin India Income Opportunities Fund (G)

PLAN: Regular OPTIONS: Growth
19.806 0 (0.02%)

NAV as on 16 Aug, 2017

CRISIL MF RANK

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ranking by CRISIL

Average performance in the category

The scheme is ranked 3 in Credit Opportunities Funds category by Crisil (for quarter ended Jun 2017) down from Rank 2 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 16 Aug, 2017)

Period Returns (%) Rank #
1 mth 0.9 8
3 mth 2.8 13
6 mth 5.0 17
1 year 10.3 11
2 year 9.0 47
3 year 9.8 39
5 year 9.7 7

# Moneycontrol Rank within 57 Credit Opportunities Funds Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2017 2.2 2.3 - - -
2016 -0.4 2.6 3.2 2.2 8.4
2015 2.6 1.5 2.6 1.9 9.2
2014 2.4 2.9 2.2 3.4 11.6
2013 2.1 2.8 -0.1 3.0 8.5
2012 1.8 2.5 2.9 2.0 10.1

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 0.9 2.8 5.0 10.3 9.0 9.8 9.7
Category avg 0.8 2.5 4.3 8.7 9.1 8.6 6.7
Difference of Fund returns and Category returns 0.1 0.3 0.7 1.6 -0.1 1.2 3.0
Best of category 1.2 3.3 6.2 11.5 11.1 11.9 10.3
Worst of category 0.5 0.6 0.7 0.2 4.9 6.1 7.3
Franklin India Income Opportunities Fund (G) Review by Crisil - Rating: 3 (Rank 3 out of 5)

Investment Info

Investment Objective

An open-end income fund which seeks to provide regular income and capital appreciation by investing in fixed income securities across the yield curve.

Scheme details

Fund Type Open-Ended
Investment Plan Growth
Launch date Dec 10, 2009
Benchmark CRISIL Composite Bond Fund
Asset Size (Rs cr) 2,758.72 (Mar-31-2017)
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. -Dir (G) Rank 4
1,445.22 2.6 4.7 10.0 11.4 --
HDFC Corporate Debt Opp. -Reg (G) Rank 4
9,163.60 2.4 4.2 9.0 10.4 --
Reliance RSF - Debt - RP (G) Rank 5
7,614.22 2.3 4.2 8.8 9.5 9.4
Reliance RSF - Debt - Direct (G) Rank 4
949.55 2.5 4.6 9.8 10.5 --
Reliance RSF - Debt - IP (G) Not Ranked
67.33 2.3 4.3 9.0 9.8 9.6
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Jul 31, 17)

Debt Rating Value
(Rs cr)
Asset %
Jindal Power Ltd ICRA A- 194.46 6.23
Renew Power Ventures Pvt Ltd Privately Rated $ 157.84 5.06
DLF Ltd ICRA A 154.07 4.94
Reliance Communications Enterprises Pvt Ltd BWR A+ (SO) 151.45 4.86
Yes Bank CARE AA 136.30 4.37
OPJ Trading Pvt Ltd BWR BBB-(SO) 126.70 4.06
Edelweiss Commodities Services Ltd CRISIL AA 125.23 4.01
Future Retail Ltd CARE AA- 123.22 3.95
Aditya Birla Retail Ltd CRISIL A- 120.68 3.87
Wadhawan Global Capital Pvt Ltd. CARE AAA(SO) 111.47 3.57

Full Portfolio

Sector Allocation (Jul 31, 17)

Sector %

1-Year

HighLow

No Sector Data Available

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Asset Allocation (%)(Jul 31, 17)

Equity 0.00
Others 0.00
Debt 93.86
Mutual Funds N.A
Money Market 0.00
Cash / Call 6.12

View All

Concentration

Holdings (%)
Top 5 25.46
Top 10 44.92
Sector (%)
Top 3 N.A.

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