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Franklin India Income Opportunities Fund (G)

PLAN: Regular OPTIONS: Growth
18.780 0.01 (0.07%)

NAV as on 23 Jan, 2017

CRISIL MF RANK

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ranking by CRISIL

Relatively Weak performance in the category

The scheme is ranked 5 in Credit Opportunities Funds category by Crisil (for quarter ended Sep 2016) rank unchanged from last quarter. If you are invested in this scheme, its time to switch to a better performing scheme.

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Returns (NAV as on 23 Jan, 2017)

Period Returns (%) Rank #
1 mth 1.0 42
3 mth 2.5 18
6 mth 5.5 36
1 year 9.0 52
2 year 8.7 48
3 year 9.8 39
5 year 9.7 11

# Moneycontrol Rank within Credit Opportunities Funds Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2016 -0.4 - - - -
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 1.0 2.5 5.5 9.0 8.7 9.8 9.7
Category avg 1.0 2.1 5.1 9.9 8.9 8.0 6.8
Difference of Fund returns and Category returns 0.0 0.4 0.4 -0.9 -0.2 1.8 2.9
Best of category 1.5 2.9 6.8 13.0 11.4 12.0 10.8
Worst of category 0.3 -0.3 -0.3 -13.3 6.6 7.5 8.7
Franklin India Income Opportunities Fund (G) Review by Crisil - Rating: 1 (Rank 5 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) 2,815.83 (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 2.4 6.0 11.7 -- --
Birla SL Medium Term - RP (G) Rank 3
7,783.39 2.3 5.5 11.4 10.8 10.8
Reliance RSF - Debt - RP (G) Rank 3
7,109.05 2.1 5.3 10.6 10.0 9.5
Franklin (I) ST Income -Retail (G) Rank 5
6,812.60 2.6 5.6 8.9 9.7 9.7
Franklin Corporate Bond Opp. (G) Rank 4
6,406.94 2.5 5.5 9.3 10.0 9.9
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Dec 30, 16)

Debt Rating Value
(Rs cr)
Asset %
Future Retail Ltd CARE AA- 221.32 7.86
Hinduja Leyland Finance Ltd IND A+ 182.18 6.47
Jindal Power Ltd ICRA A- 181.34 6.44
Renew Power Ventures Pvt Ltd Privately Rated $ 148.39 5.27
Reliance Project Ventures And Management Pvt.ltd BWR A+ (SO) 146.99 5.22
Reliance Communications Enterprises Pvt Limite BWR A+ (SO) 143.33 5.09
DLF Ltd ICRA A 143.04 5.08
Dewan Housing Finance Corporation Ltd. CARE AAA 112.63 4.00
OPJ Trading Pvt Ltd BWR BBB-(SO) 108.13 3.84
Aditya Birla Retail Ltd CRISIL A- 105.88 3.76

Full Portfolio

Sector Allocation (Dec 30, 16)

Sector %

1-Year

HighLow

No Sector Data Available

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Asset Allocation (%)(Dec 30, 16)

Equity 0.00
Others 0.00
Debt 97.26
Mutual Funds N.A
Money Market 0.00
Cash / Call 2.76

View All

Concentration

Holdings (%)
Top 5 31.26
Top 10 53.03
Sector (%)
Top 3 N.A.

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