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Franklin India Income Opportunities Fund (G)

PLAN: Regular OPTIONS: Growth
20.060 0 (0.02%)

NAV as on 18 Oct, 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 18 Oct, 2017)

Period Returns (%) Rank #
1 mth 0.6 10
3 mth 2.1 7
6 mth 4.8 11
1 year 9.6 11
2 year 8.9 41
3 year 9.4 36
5 year 9.5 8

# 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 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 0.6 2.1 4.8 9.6 8.9 9.4 9.5
Category avg 0.4 1.7 4.0 7.7 8.7 8.9 6.5
Difference of Fund returns and Category returns 0.2 0.4 0.8 1.9 0.2 0.5 3.0
Best of category 1.2 2.7 6.0 10.6 10.7 11.6 10.2
Worst of category 0.4 -0.4 0.1 -0.2 3.7 5.2 6.7
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) 2,760.35 (Sep-30-2017)
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. -Reg (G) Rank 4
10,693.04 1.6 4.0 7.8 9.8 --
ABSL Medium Term - RP (G) Rank 3
9,563.65 1.5 4.7 8.1 9.9 10.2
Reliance RSF - Debt - RP (G) Rank 5
8,422.11 1.7 3.8 7.7 9.2 9.2
ICICI Pru Regular Sav. -Direct (G) Rank 4
909.09 1.9 4.6 8.9 10.0 --
ICICI Pru Regular Savings Fund (G) Not Ranked
6,948.47 1.7 4.1 7.8 9.1 8.9
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Sep 29, 17)

Debt Rating Value
(Rs cr)
Asset %
Jindal Power Ltd ICRA A- 165.62 6.00
Reliance Communications Enterprises Private Ltd BWR A+ (SO) 128.63 4.66
Pune Solapur Expressway Pvt Ltd ICRA A(SO) 120.63 4.37
Renew Power Ventures Private Ltd Privately Rated $ 118.42 4.29
Yes Bank Ltd CARE AA 115.93 4.20
DLF Ltd ICRA A 113.45 4.11
LIC Housing Finance Ltd. CRISIL AAA 113.17 4.10
Edelweiss Commodities Services Ltd CRISIL AA 106.55 3.86
Future Retail Ltd CARE AA- 104.89 3.80
Aditya Birla Retail Ltd CRISIL A- 104.07 3.77

Full Portfolio

Sector Allocation (Sep 29, 17)

Sector %

1-Year

HighLow

No Sector Data Available

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Asset Allocation (%)(Sep 29, 17)

Equity 0.00
Others 0.00
Debt 97.25
Mutual Funds N.A
Money Market 0.00
Cash / Call 2.75

View All

Concentration

Holdings (%)
Top 5 23.52
Top 10 43.16
Sector (%)
Top 3 N.A.

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