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Franklin India Income Opportunities Fund - Growth

  • Regular
  • Direct
Category : Medium Duration Fund
  • NAV
    : ₹ 24.0749 0%
    (as on 04th August, 2021)
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Crisil Rank
Below average performance among peers
Risk-O-Meter
High

Fund has 72.46% investment in Debt of which , 54.61% in funds invested in very low risk securities..

Suitable For : Investors who want to invest for 1-3 years and are looking for alternative to bank deposits.

This Scheme
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  • CRISIL 10 Year Gilt Index
  • NA
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  • Gold
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Returns (NAV as on 04th August, 2021)

Period Invested for ₹10000 Invested on Latest Value Absolute Returns Annualised Returns Category Avg Rank within Category
1 Week 28-Jul-21 10011.70 0.12% - 0.13% 13/19
1 Month 02-Jul-21 10092.70 0.93% - 1.53% 7/18
3 Month 04-May-21 10322.50 3.23% - 2.34% 2/18
6 Month 04-Feb-21 10889.70 8.90% - 4.19% 2/18
YTD 01-Jan-21 10979.50 9.80% - 0.93% 2/18
1 Year 04-Aug-20 11491.50 14.92% 14.92% 3.88% 2/17
2 Year 02-Aug-19 10615.20 6.15% 3.02% 4.12% 13/16
3 Year 03-Aug-18 11410.90 14.11% 4.49% 5.70% 11/15
5 Year 04-Aug-16 13473.40 34.73% 6.14% 6.12% 9/15
10 Year 04-Aug-11 21243.20 112.43% 7.82% 7.99% 6/9
Since Inception 11-Dec-09 24074.90 140.75% 7.83% 6.77% 7/17

SIP Returns (NAV as on 04th August, 2021)

Period Invested for ₹1000 SIP Started on Investments Latest Value Absolute Returns Annualised Returns
1 Year 04-Aug-20 12000 13182.4 9.85 % 18.72 %
2 Year 02-Aug-19 24000 26120.23 8.83 % 8.36 %
3 Year 03-Aug-18 36000 39390.19 9.42 % 5.93 %
5 Year 04-Aug-16 60000 69040.86 15.07 % 5.55 %
10 Year 04-Aug-11 120000 171358.59 42.8 % 6.92 %
 

Tax Treatment

Portfolio (Updated on 30th Jun,2021)

No of Debt Holding 17 (Category Avg - 34.61) | Modified Duration 1.13 Years (Category Avg - 2.65)| Yield to Maturity 7.91% (Category Avg - 5.86%)

Type of Holdings

Security Type
% Weight
Category Average
GOI 0.00% 27.57%
CD 0.00% 1.08%
T-Bills 0.00% 1.01%
CP 0.00% 0.22%
NCD & Bonds 72.45% 62.70%
PTC 0.00% 0.65%

Investment / Portfolio Grades

Security Type
% Weight
Category Average
Government Backed 0.00% 0.00%
Low Risk 54.61% 50.90%
Moderate Risk 17.84% 13.76%
High Risk 0.00% 0.00%
Very High Risk 0.00% 0.00%
Others 0.00% 0.00%
Name Type of Instrument Weight (%)
MF Units MF Units 24.92%
Net Receivables Net Receivables 2.62%

Risk Ratios

Ratios calculated on daily returns for last 3 years (Updated as on 01st January, 1970)

    No data available. Ratios are only available for the funds which are 3 years old.

Alternative Funds (Category Peers)

Scheme Name
Crisil Rank
Asset Size (Cr)
1M
3M
6M
1Y
3Y
Nippon India Strategic Debt Fund - Growth 1 251.72 14.39 14.76 16.15 17.67 -4.41
L&T Resurgent India Bond Fund - Growth 3 760.00 0.94 1.45 3.26 7.88 7.38
ICICI Prudential Medium Term Bond Fund - Growth 4 6800.53 0.63 1.52 3.72 7.50 8.40
HDFC Medium Term Debt Fund - Growth 4 3488.37 0.76 1.76 3.40 7.22 8.29
Axis Strategic Bond Fund - Growth 3 1519.27 0.75 1.49 3.31 6.86 7.96
Kotak Medium Term Fund - Regular Plan - Growth 3 2069.11 0.81 1.78 3.18 6.82 6.84
SBI Magnum Medium Duration Fund - Regular Plan - Growth 4 9412.04 0.65 1.50 2.76 6.22 9.42
Tata Medium Term Fund - Regular Plan - Growth 2 73.32 0.78 1.71 3.37 5.69 2.24
UTI - Medium Term Fund - Growth 2 70.68 0.57 1.08 1.96 4.04 3.27
DSP Bond Fund - Regular Plan - Growth 3 364.81 0.46 0.99 2.36 4.02 5.08

More Funds from Franklin Templeton Mutual Fund

Out of 54 mutual fund schemes offered by this AMC, 3 is/are ranked 5 * , 2 is/are ranked 4 * , 8 is/are ranked 3 * , 6 is/are ranked 2 * , 9 is/are ranked 1 * , and 26 schemes are not ranked. See more about AMC

Scheme Name
Crisil Rank
Asset Size (Cr)
1M
3M
6M
1Y
3Y
Franklin India Flexi Cap Fund - Growth 3 9487.62 3.98 15.36 13.51 65.64 13.76
Franklin India Prima Fund - Growth 2 7694.73 3.56 16.30 18.56 70.47 14.03
Franklin India Focused Equity Fund - Growth 3 7379.23 5.21 17.33 16.50 71.73 15.99
Franklin India Smaller Companies Fund - Growth 1 6768.37 5.83 24.10 39.32 104.85 14.60
Franklin India Smaller Companies Fund - Growth 1 6768.37 6.43 21.77 32.14 100.92 13.20
Franklin India Bluechip Fund - Growth 5 6375.36 3.37 12.33 10.13 46.70 12.27
Franklin India Bluechip Fund - Growth 5 6375.36 3.96 13.66 12.67 63.12 13.36
Franklin India Taxshield Fund - Growth 3 4739.14 3.03 15.37 15.06 65.04 12.35
Franklin India Feeder - Franklin U.S. Opportunities Fund - Growth NA 3610.09 0.59 13.02 12.78 28.66 25.29
Franklin India Short Term Income Plan - Growth 1 3173.73 -3.04 -1.80 2.47 7.24 2.12

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