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Franklin India Income Opportunities Fund - Growth

  • Regular
  • Direct
Category : Medium Duration Fund
  • NAV
    : ₹ 23.8109 0.06%
    (as on 18th June, 2021)
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Crisil Rank
Below average performance among peers
Risk-O-Meter
Moderate

Fund has 79.71% investment in Debt of which , 59.29% 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.

Crisil Rank Change : Fund Crisil rank was updated from 3 to 2 in the previous quarter.

This Scheme
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  • CRISIL 10 Year Gilt Index
  • NA
  • NA
  • Gold
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Returns (NAV as on 18th June, 2021)

Period Invested for ₹10000 Invested on Latest Value Absolute Returns Annualised Returns Category Avg Rank within Category
1 Week 11-Jun-21 10004.70 0.05% - -0.19% 3/18
1 Month 18-May-21 10193.60 1.94% - 0.52% 1/18
3 Month 18-Mar-21 10587.00 5.87% - 2.71% 1/18
6 Month 18-Dec-20 10990.60 9.91% - -0.22% 1/18
YTD 01-Jan-21 10859.10 8.59% - -0.53% 1/18
1 Year 18-Jun-20 11040.70 10.41% 10.41% 3.73% 1/17
2 Year 18-Jun-19 10575.10 5.75% 2.83% 4.38% 13/16
3 Year 18-Jun-18 11467.90 14.68% 4.67% 5.66% 11/15
5 Year 17-Jun-16 13562.80 35.63% 6.28% 6.30% 11/15
10 Year 17-Jun-11 21281.60 112.82% 7.84% 8.06% 6/9
Since Inception 11-Dec-09 23810.90 138.11% 7.82% 6.52% 7/17

SIP Returns (NAV as on 18th June, 2021)

Period Invested for ₹1000 SIP Started on Investments Latest Value Absolute Returns Annualised Returns
1 Year 18-Jun-20 12000 13127.88 9.4 % 17.86 %
2 Year 18-Jun-19 24000 25888.11 7.87 % 7.46 %
3 Year 18-Jun-18 36000 39130.03 8.69 % 5.48 %
5 Year 17-Jun-16 60000 68778.46 14.63 % 5.4 %
10 Year 17-Jun-11 120000 171199.57 42.67 % 6.91 %
 

Tax Treatment

Portfolio (Updated on 31st May,2021)

No of Debt Holding 22 (Category Avg - 33.89) | Modified Duration 2.33 Years (Category Avg - 2.91)| Yield to Maturity 8.79% (Category Avg - 5.90%)

Type of Holdings

Security Type
% Weight
Category Average
GOI 0.00% 24.44%
CD 0.00% 1.07%
T-Bills 0.00% 1.05%
CP 0.00% 0.44%
NCD & Bonds 79.72% 64.13%
PTC 0.00% 0.82%

Investment / Portfolio Grades

Security Type
% Weight
Category Average
Government Backed 0.00% 0.00%
Low Risk 59.29% 47.55%
Moderate Risk 20.43% 18.92%
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 18.32%
Net Receivables Net Receivables 1.97%

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
ICICI Prudential Medium Term Bond Fund - Growth 3 6683.29 0.41 2.84 3.09 9.77 8.65
L&T Resurgent India Bond Fund - Growth 3 759.91 0.37 2.22 2.44 9.54 7.56
HDFC Medium Term Debt Fund - Growth 4 3309.84 0.54 2.87 2.50 9.36 8.45
Kotak Medium Term Fund - Regular Plan - Growth 3 1964.15 0.65 3.04 2.03 8.56 7.04
Axis Strategic Bond Fund - Growth 4 1425.77 0.49 2.50 2.65 8.53 8.17
Tata Medium Term Fund - Regular Plan - Growth 2 73.35 0.42 2.92 2.40 7.60 2.43
SBI Magnum Medium Duration Fund - Regular Plan - Growth 4 9122.47 0.63 2.44 1.72 7.54 9.70
DSP Bond Fund - Regular Plan - Growth 3 364.76 0.30 2.40 1.67 5.28 5.39
IDFC Bond Fund - Medium Term Plan - Regular Plan - Growth 5 4527.96 0.25 2.23 0.82 4.66 8.40
BNP Paribas Medium Term Fund - Growth 2 28.62 0.20 2.03 0.86 3.90 2.95

More Funds from Franklin Templeton Mutual Fund

Out of 56 mutual fund schemes offered by this AMC, 2 is/are ranked 4 * , 11 is/are ranked 3 * , 7 is/are ranked 2 * , 8 is/are ranked 1 * , and 28 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 9604.60 5.88 8.33 23.69 70.03 12.64
Franklin India Focused Equity Fund - Growth 3 7794.21 6.66 10.35 26.32 69.42 15.31
Franklin India Prima Fund - Growth 2 7561.62 7.23 8.68 20.38 70.92 12.06
Franklin India Smaller Companies Fund - Growth 3 6657.08 8.34 13.60 31.46 99.30 8.86
Franklin India Bluechip Fund - Growth 4 6379.48 4.61 8.63 22.76 64.54 12.47
Franklin India Bluechip Fund - Growth 4 6379.48 5.30 7.47 15.04 58.26 12.65
Franklin India Taxshield Fund - Growth 3 4635.75 7.00 9.44 22.97 71.64 11.16
Franklin India Short Term Income Plan - Growth 1 4298.94 0.81 4.25 7.85 8.91 3.73
Franklin India Feeder - Franklin U.S. Opportunities Fund - Growth NA 3162.97 8.29 8.60 6.95 28.19 22.05
Franklin India Ultra Short Bond Fund - Super Institutional - Growth 1 3002.11 0.63 1.58 3.34 7.76 7.25

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