Franklin India Opportunities Fund - Direct Growth

Equity | Thematic - Contra

(NAV as of 29/11/2024)

274.50 (0.93)

3Y Returns

28.36%

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

Fund Traits

Zi Tags

Description

Market Risk / Risk Taken Compared to Benchmark

This fund has taken less risk than the Nifty 500 TRI benchmark but its beta is more than Sector & Thematic category average when compared on the 5 year period.

Fund Size

This fund has a medium range AUM.

SIP Returns

This fund has given more or less similar SIP returns than the Nifty 500 TRI benchmark and among the mid quartile in Sector & Thematic category when compared on the 5 year period.

Risk Adjusted Returns

This fund has given more or less similar risk adjusted returns than the Nifty 500 TRI benchmark and among the mid quartile in Sector & Thematic category when compared on the 5 year period.

Extra Returns Over Benchmark

This fund has beaten the Nifty 500 TRI benchmark and its alpha is more than Sector & Thematic category average when compared on a 3 year rolling period.

Returns Consistency

This fund has given more or less similar returns than the Nifty 500 TRI benchmark and among the mid quartile in Sector & Thematic category when compared on a 3 year rolling period.

Performance Against Inflation

This fund has given better inflation beating returns than the Nifty 500 TRI benchmark and among the top quartile in Sector & Thematic category when compared on a 3 year rolling period.

Overall Fund Zi Tag

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

Scheme Document

https://www.franklintempletonindia.com/investor/downloads/fund-documents

Address

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

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Sbi Contra Fund - Direct Plan - Growth

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Franklin India Opportunities Fund - Direct Growth

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Icici Prudential India Opportunities Fund Direct Plan Growth

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Sbi Contra Fund - Direct Plan - Growth

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Kotak India Eq Contra Fund - Direct Plan - Growth

35.39%

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Invesco India Contra Fund - Direct Plan Growth

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Quant Momentum Fund - Direct Plan Growth - Growth

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