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Franklin India Opportunities Fund - Direct Growth

Equity | Thematic - Contra

(NAV as of 22/05/2024)
249.46 (0.10)

3Y Returns

31.23%

Min SIP

100

Min Lumpsum

5000

Expense Ratio

0.54%

Fund Size

2135 Cr

Inception Date

01-Jan-13

Fund Manager

R. Janakiraman

Exit Load

1% on or before 1Y.

Wealthzi View

Market Risk / Risk Taken Compared to Benchmark

Fund Size

SIP Returns

Risk Adjusted Returns

Extra Returns Over Benchmark

Returns Consistency

Performance Against Inflation

Overall Fund Zi Tag

Asset Allocation

Equity

94.23%

Debt & Others

5.77%

Market Cap Allocation

Large Cap

38.43%

Mid Cap

16.24%

Small Cap

37.48%

Other Cap

7.84%

Sector Allocation

Consumer Durables

8.02%

Cash/Deposits/Margins/Treps/Repo/Swaps

7.91%

Industrial Products

7.78%

Aerospace & Defence

7.18%

Automobiles

7.02%

Top Ten Holdings

Cash/Bank/Net Current Assets/(Liabilities)

7.91%

Reliance Industries Ltd

6.40%

PB Fintech Ltd

4.95%

ICICI Bank Ltd

3.98%

Bharti Airtel Ltd

3.81%

Investment Objective

To Generate Capital Appreciation By Investing In Opportunities Presented By Special Situations Such As Corporate Restructuring, Government Policy And/Or Regulatory Changes, Companies Going Through Temporary Unique Challenges And Other Similar Instances.

Fund House Detail

AMC Name

Franklin Templeton Asset Management (India) Private Limited

Address

Indiabulls Finance Centre; Tower 2,12th and 13th Floor; Senapati Bapat Marg; Elphinstone Road (W)Mumbai 400013

BUILD WEALTH WITH CONFIDENCE

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BSE Member code: 58371

Mutual Fund investments are subject to market risks, read all scheme related documents carefully.
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Disclaimers:

Investment in securities market are subject to market risks. Read all the related documents carefully before investing.

Registration granted by SEBI, membership of BASL and certification from National Institute of Securities Markets (NISM) in no way guarantee performance of the intermediary or provide any assurance of returns to investors.

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