Franklin India Corporate Bond Opportunities Fund (Debt, Credit Opportunities)

Moderate
6 yrs 6 monthsStarted on:07 Dec 2011
₹ 6924.68 Cras on: 22 May 2018
Mid Term & Long Horizon
1.83%
Income Generation

Minimum Investment

  • ₹ 5000.00 for Lumpsum

Investment Objective

The Scheme seeks to provide regular income and capital appreciation through a focus on corporate securities.

Exit Load

w.e.f 01/09/2014 Entry Load: Nil, Exit Load: 3% if redeemed / Switched-out within 12 months from the date of allotment, 2% if redeemed / Switched-out after 12 months but within 24 months from the date of allotment, 1% if redeemed / Switched-out after 24 months but within 36 months from the date of allotment
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Tenure

TenureReturns (CAGR)
YTD2.03
3 Month1.27
1 YR6.72
2 YR8.48
3 YR8.20

SIP Returns

TenureReturns (CAGR)
1 YR5.29
2 YR7.08
3 YR7.7
5 YR8.51

Portfolio

Company Name% Assets
Dolvi Minerals and Metals Ltd. 22/10/2019 8.96%6.11
Vedanta Ltd. 17/08/2020 9.45%4.15
Essel Infraprojects Ltd 22/05/20204.1
Renew Power Ventures Pvt Ltd. 09/09/2020 9.50%4.02
Yes Bank Ltd. 9.50%2.94
Reliance Infrastructure Consulting & Engineers Ltd. 15/01/20212.45
DCB Bank Ltd. 17/11/2027 9.85%2.26
Aditya Birla Retail Ltd. 20/09/20192.17
DLF Home Developers Ltd 21/11/2019 9.20%2
Aasan Corporate Solutions Pvt. Ltd. 13/12/2019 9.60%1.88

Top Sectoral Holdings

Sector Name% Assets

Indicators

LabelValue
Standard Deviation1.44%
Beta0.77%
Sharpe Ratio2.64

Santosh Kamath,Sumit Gupta

Mr. Kamath is a B.E ( Electronics ) from REC Bhopal and PGDM (Management) from XLRI Jamshedpur.Mr. Sumit Gupta is B.Tech, M.tech from IIT Delhi and PGDCM from IIM Calcutta.
Prior to joining Franklin Templeton Investments he has worked with ING Vysya AMC, Zurich Asset Management, SBI Mutual, CRISIL and Jardine Fleming Asset Management.Prior to joining Franklin Templeton Investments he has worked with Kotak Mahindra Bank, Ocwen Structured Investments and CRISIL Ltd.

Other Funds Managed by Santosh Kamath,Sumit Gupta

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