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Franklin India Income Opportunities Fund (G)

PLAN: Regular OPTIONS: Growth
18.594 0 (0.01%)

NAV as on 02 Dec, 2016

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 Jun 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 02 Dec, 2016)

Period Returns (%) Rank #
1 mth 1.3 44
3 mth 3.1 46
6 mth 6.3 43
1 year 8.9 52
2 year 9.1 49
3 year 10.0 39
5 year 9.8 10

# Moneycontrol Rank within 57 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
2011 1.7 2.3 2.2 2.2 9.0

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 1.3 3.1 6.3 8.9 9.1 10.0 9.8
Category avg 1.5 3.1 6.2 10.2 9.5 8.2 6.6
Difference of Fund returns and Category returns -0.2 0.0 0.1 -1.3 -0.4 1.8 3.2
Best of category 2.9 4.5 8.4 13.9 12.0 12.1 11.0
Worst of category 0.5 0.2 0.3 0.2 8.0 8.5 9.2
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) 2,864.53 (Sep-30-2016)
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. -Dir (G) Not Ranked
998.26 4.1 8.0 13.6 -- --
HDFC Corporate Debt Opp. -Reg (G) Rank 3
7,115.59 3.9 7.5 12.5 -- --
Birla SL Medium Term - IP (G) Not Ranked
4.56 3.5 7.0 11.8 11.2 11.0
Birla SL Medium Term - RP (G) Rank 3
6,520.96 3.5 7.0 11.8 11.2 11.0
Birla SL Medium Term -Direct (G) Not Ranked
605.04 3.7 7.3 12.5 11.9 --
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Oct 28, 16)

Debt Rating Value
(Rs cr)
Asset %
Future Retail Ltd CARE AA- 235.18 7.81
Hinduja Leyland Finance Ltd IND A+ 194.81 6.47
Jindal Power Ltd ICRA A- 191.65 6.37
Renew Power Ventures Pvt Ltd Privately Rated $ 157.76 5.24
Reliance Project Ventures And Management Pvt.Ltd BWR A+ (SO) 156.94 5.21
DLF Ltd ICRA A 153.31 5.09
Reliance Communications Enterprises Pvt Ltd BWR A+ (SO) 152.95 5.08
Sterlite Industries (India) Ltd CRISIL AA- 121.37 4.03
OPJ Trading Pvt Ltd BWR BBB-(SO) 112.09 3.72
Aditya Birla Retail Ltd CRISIL A- 110.15 3.66

Full Portfolio

Sector Allocation (Oct 28, 16)

Sector %

1-Year

HighLow

No Sector Data Available

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Asset Allocation (%)(Oct 28, 16)

Equity 0.00
Others 0.00
Debt 96.51
Mutual Funds N.A
Money Market 0.33
Cash / Call 3.17

View All

Concentration

Holdings (%)
Top 5 31.10
Top 10 52.68
Sector (%)
Top 3 N.A.

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