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you are here: Moneycontrol Mutual Funds Medium Duration Fund Franklin Templeton Mutual Fund Franklin India Income Opportunities Fund (G)

Franklin India Income Opportunities Fund (G)

Plan: Regular | Option: Growth | Type : Open-Ended | AMFI Code: 112304
Fact Sheet Buy
21.997 0.01 ( 0.05 %)
NAV as on 20 Feb, 2019
Crisil MF Rank
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Info

Good performance in the category

The scheme is ranked 2 in Medium Duration Fund category by Crisil (for quarter ended Dec 2018 ) rank unchanged from last quarter. If you are already invested in this scheme, you may continue to stay invested. But, do keep a check on its performance.

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Returns (NAV as on Feb 20, 2019)
Period Returns(%) Rank#
1 Month 0.4 15
3 Months 2.6 4
6 Months 3.9 8
1 Year 7.8 4
2 Years 7.8 3
3 Years 9.0 5
5 Years 9.1 8

# Moneycontrol Rank within 36 Medium Duration Fund Schemes

*Returns over 1 year are Annualised

* Calculation Remark - Dividends are reinvested at the rate of return

Absolute Returns (in %)
Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2018 2.1 0.7 1.2 3.2 7.9
2017 2.2 2.3 2.3 1.1 8.4
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

View where it stands within its peers

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Performance

Fund returns v/s Category average (Medium Duration Fund)

* Returns over 1 year are Annualised
  1mth(%) 3mth(%) 6mth(%) 1yr(%) 2yr(%) 3yr(%) 5yr(%)
Fund Returns 0.4 2.6 3.9 7.8 7.8 9 9.1
Category average 0.2 2 2.9 6 6.3 8 8.9
Difference of Fund returns and Category returns 0.2 0.6 1 1.8 1.5 1 0.2
Best of Category 1 2.8 4.4 11.3 8.6 10.3 11.3
Worst of Category -1.5 0.2 0.3 3.5 4.9 6.4 7.8
Benchmark returns # 0 0 0 0 0 0 0
Difference of Fund returns and Benchmark returns 0 0 0 0 0 0 0

Investment Information

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.

Registrars
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
peer comparison
Fund Crisil Rank Assets(Rs Cr.) Current NAV 3mth(%) 6mth(%) 1yr(%) 3yr(%) 5yr(%)
Aditya Birla Sun Life Medium Term Plan - Direct Plan (G) 1,556.29 23.4 0.2 0.7 4.3 8.0 9.1
Aditya Birla Sun Life Medium Term Plan - Retail Plan (G) 8,801.08 22.5 0.0 0.3 3.5 7.2 8.4
Aditya Birla Sun Life Medium Term Plan - Institutional Plan (G) 2.46 21.9 0.0 0.3 3.5 7.2 8.4
Reliance Classic Bond Fund - Direct Plan (G) 1,453.22 15.2 2.0 3.0 6.1 8.6 0.0
Reliance Classic Bond Fund (G) 5,244.50 14.6 1.8 2.5 5.0 7.6 0.0
*Returns over 1 year are Annualised

Portfolio

Top 10 Holdings As on Dec 31, 2018
Company Sector Value %Assets
Piramal Capital & Housing Finance Ltd CARE AA+ 224.36 6.85
Uttar Pradesh Power Corp Ltd CRISIL A+(SO) 155.58 4.89
Coastal Gujarat Power Ltd CARE AA(SO) 160.17 4.87
Andhra Pradesh Capital Region Development Authority CRISIL A+(SO) 159.51 4.75
Edelweiss Commodities Services Ltd CRISIL AA 152.63 4.66
Star Health & Allied Insurance Company Ltd IND A 152.63 4.64
Pune Solapur Expressway Pvt Ltd ICRA A(SO) 151.98 4.05
Vodafone Idea Ltd CARE AA 118.57 3.71
Rivaaz Trade Ventures Pvt Ltd BWR AA- (SO) 121.52 3.69
Wadhawan Global Capital Pvt Ltd CARE AAA(SO) 120.86 3.62
Asset Allocation (%) As on Dec 31, 2018
Equity 0.00
Others 0.00
Debt 96.50
Mutual Funds 0.00
Money Market 0.00
Cash / Call 3.52
Sector Allocation (%) As on Dec 31, 2018
Sector %
No Sector Allocation Data Available
Concentration As on Dec 31, 2018
Holdings %
Top 5 26.02
Top 10 96.5
Sectors %
Top 3
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