Franklin India Opportunities (Equity, Equity Thematic)

Moderately High
18 yrs 11 monthsStarted on:22 Feb 2000
₹ 580.02 Cras on: 18 Dec 2018
Long Term Horizon
2.56%
Capital Appreciation

Minimum Investment

  • ₹ 5000.00 for Lumpsum

Investment Objective

The scheme aims to generate capital appreciation by capitalising on the long-term growth opportunities in the India economy. The scheme will invest in a broad range of stocks without any limitation either qualitative or quantitative and across market capitalization.

Exit Load

w.e.f 24/08/2009 Entry Load - NIL; Exit Load: 1% if redeemed/switched-out within 1 year from the date of allotment: For SIP/STP, basis registration date

Scheme Documents

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Tenure

TenureReturns (CAGR)
1 Month1.55
2 YR10.26
3 YR8.86

SIP Returns

TenureReturns (CAGR)
3 YR4.93
5 YR8.46
10 YR12.06

Portfolio

Company Name% Assets
HDFC Bank Ltd.11.06
Axis Bank Ltd.6.5
Mahindra & Mahindra Ltd.4.68
Infosys Ltd.4.67
Dr. Reddy's Laboratories Ltd.4.61
State Bank of India4.43
Kotak Mahindra Bank Ltd.4.21
ICICI Bank Ltd.3.94
Info Edge (India) Ltd.3.37
Grasim Industries Ltd.3.04

Top Sectoral Holdings

Sector Name% Assets
Financial37.35
Construction10.43
Energy10.2
Automobile8.29
Healthcare7.05
Technology6.87
Services4.83
FMCG2.7
Metals2.36
Chemicals2.35

Indicators

LabelValue
Portfolio turnover ratio24.17
Standard Deviation15.48%
Beta0.99%
Sharpe Ratio0.14

R Janakiraman,Srikesh Nair,Hari Shyamsunder

Mr. Janakiraman is a B.E and PGDM (Business Management).Mr. Nair is a B.S. Marine Engineering from BITS Pilani and holds a Post Graduate Diploma in Management from Management Development Institute, Gurgaon.Mr. Shyamsunder is a Bachelor in Engineering (Mechanical) from NIT, Tiruchirapalli and holds a PGDM from IIM-B. He is also a Chartered Financial Analyst from CFA Institute.
Prior to joining Franklin Templeton Investments, he has worked with Indian Syntans Inv. Pvt. Ltd., Citicorp Information Tech Ltd. and UTI Securities Exchange Ltd.Prior to joining Franklin Templeton Asset Management (India) Pvt. Ltd. he has worked with Goldman Sachs Services Private Limited (Apr 2011 - May 2015) as an Analyst and Teekay Shipping (Oct 2007 - Apr 2008 ) as a Trainee Marine EngineerPrior to joining Franklin Templeton Mutual Fund he worked with BG India Pvt. Ltd. as Business Analyst (2005-2009).

Other Funds Managed by R Janakiraman,Srikesh Nair,Hari Shyamsunder

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