Franklin India Opportunities Fund (Equity, Equity Thematic)

Moderately High
20 yrs 1 monthsStarted on:22 Feb 2000
₹ 561.66 Cras on: 20 Feb 2020
Long Term Horizon
2.47%
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)
YTD0.55
3 Month0.88
1 YR9.15
2 YR0.20
3 YR5.06

SIP Returns

TenureReturns (CAGR)
1 YR3.87
2 YR2.29
3 YR2.16
5 YR5.18
10 YR10.34

Portfolio

Company Name% Assets
HDFC Bank Ltd.13.16
Axis Bank Ltd.6.31
Kotak Mahindra Bank Ltd.5.95
Grasim Industries Ltd.5.71
Infosys Ltd.5.6
Dr. Reddy's Laboratories Ltd.5.45
Info Edge (India) Ltd.4.96
ICICI Bank Ltd.4.94
Mahindra & Mahindra Ltd.3.47
Wabco India Ltd.3.29

Top Sectoral Holdings

Sector Name% Assets
Financial35.38
Construction14.13
Energy10.7
Automobile8.28
Technology8.24
Healthcare7.28
Services5.96
Chemicals3.24
Metals2.17
FMCG1.23

Indicators

LabelValue
Portfolio turnover ratio6.07
Standard Deviation13.03%
Beta0.96%
Sharpe Ratio0.15

R Janakiraman,Hari Shyamsunder,Pyari Menon

Mr. Janakiraman is a B.E and PGDM (Business Management).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.Mr. Menon has done Master of Business Administration (The University of Melbourne) and Bachelor of Technology (IIT Madras).
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 Mutual Fund he worked with BG India Pvt. Ltd. as Business Analyst (2005-2009).Prior to joining Franklin Templeton Asset Management (India) Pvt. Ltd (April 2019- till date), he has worked with Tano Capital (September 2012 – December 2018), Daiwa Securities (November 2010-April 2012), Intellectual Ventures (March 2009-November 2010).

Other Funds Managed by R Janakiraman,Hari Shyamsunder,Pyari Menon