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franklin india opportunities fund - direct - growth
Franklin India Opportunities Fund - Direct - Growth

Franklin India Opportunities Fund - Direct - Growth

  • Very High Risk
  • Equity
  • Equity - Other
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NAV as on Apr 24, 2025
i
Price per unit of the scheme.
₹ 262.4097-0.26%1 Day Change
4.01%
Minimum Investment₹5000
Expense Ratio1.43%

FUND RATING

A holistic measure of the rank of a fund relative to its peers. Top funds receive a score of 5.
3
Scheme Rating
*Morningstar Rating Methodologyi
i

RISK-O-METER

Level of risk associated with a mutual fund to help investors make informed investment decisions
 

bt_logoFUND PERFORMANCE

As On Jan 01, 2023
Compare fund’s performance against category average across different time periods


No Data Found.
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
For calculating Category Return & Scheme Ranking, only Growth & Direct schemes are considered.

bt_logoFUND COMPARISON

1M3M6M1Y3Y5Y
This Fund
Franklin India Opportunities Fund - Direct - Growth
VS
Equity: Equity - Other Average NAV
    Topper in Equity: Equity - Other
    All Fund


    No Data Found.
    *For the other fund, rescaled NAVs are used
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    bt_logoRETURN CALCULATOR

    Check the return on your investment in the fund
    Franklin India Opportunities Fund - Direct - Growth
    Investment Type
    Monthly Investment
    Time Period (yrs)
    Annual Return in %
    • Invested Amount
      ₹0
    • Return
      ₹0
    • Current Value
      ₹0

    bt_logoFUND SUMMARY

    Benchmark
    IISL Nifty 500 TR INR
    Expense Ratio
    1.43%
    Category Avg Expense Ratio
    0.93%
    Minimum Investment (Lumpsum/SIP)
    ₹ 5000 /₹ 1000
    Lock In (Years)
    No Lock-in
    Fund Size
    ₹ 6,046.75 Cr(As on Mar, 2025)
    Inception Date
    Jan 01, 2013
    Turnover
    34.95 %
    Exit Load
    In respect of each purchase of Units 1% if the Units are redeemed/switched-out within one year of allotment

    bt_logoABOUT THE FUND

    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

    Franklin India Opportunities Fund - Direct - Growth is an Equity - Equity - Other fund. The fund was launched inJan 01, 2013. Its risk level is . The NAV of the fund as onApr 24, 2025 is ₹262.41. Its expense ratio is 1.43 %. The fund has an AUM of ₹6,046.75 Cr.The fund is managed byKiran Sebastian,R. Janakiraman,Sandeep Manam.
    The minimum initial investment is  ₹5000 in Lumpsum mode.

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    bt_logoFUND MANAGER

    R. Janakiraman
    R. Janakiraman
    i
    Lead Fund Manager.
    Apr 1, 2013 - Present
    • Schemes managed8
    • Total AUM₹ 65,581.78 Cr
    • Highest Return In 1 Yr16.39 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    Franklin India Flexi Cap Fund Direct Growth
    ₹ 1,760.26
    3.17%
    2.32%
    Very High Risk
    ₹17,393.86Cr
    Franklin India Opportunities Fund - Direct - Growth
    ₹ 262.41
    4.01%
    -%
    Very High Risk
    ₹6,046.75Cr
    Franklin India Smaller Companies Fund Direct Growth
    ₹ 182.65
    4.56%
    2.33%
    Very High Risk
    ₹11,969.61Cr
    Franklin India Flexi Cap Fund Direct Growth
    Very High Risk
    • NAV₹ 1,760.26
    • Fund Size₹17,393.86Cr
    Fund Return3.17%
    Category Return2.32%
    Franklin India Opportunities Fund - Direct - Growth
    Very High Risk
    • NAV₹ 262.41
    • Fund Size₹6,046.75Cr
    Fund Return4.01%
    Category Return--
    Franklin India Smaller Companies Fund Direct Growth
    Very High Risk
    • NAV₹ 182.65
    • Fund Size₹11,969.61Cr
    Fund Return4.56%
    Category Return2.33%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Kiran Sebastian
    Kiran Sebastian
    i
    Lead Fund Manager.
    Feb 7, 2022 - Present
    • Schemes managed2
    • Total AUM₹ 8,688.38 Cr
    • Highest Return In 1 Yr13.87 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    Franklin India Opportunities Fund - Direct - Growth
    ₹ 262.41
    4.01%
    -%
    Very High Risk
    ₹6,046.75Cr
    Franklin Build India Fund Direct Growth
    ₹ 153.48
    2.57%
    1.90%
    Very High Risk
    ₹2,641.63Cr
    Franklin India Opportunities Fund - Direct - Growth
    Very High Risk
    • NAV₹ 262.41
    • Fund Size₹6,046.75Cr
    Fund Return4.01%
    Category Return--
    Franklin Build India Fund Direct Growth
    Very High Risk
    • NAV₹ 153.48
    • Fund Size₹2,641.63Cr
    Fund Return2.57%
    Category Return1.90%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Sandeep Manam
    Sandeep Manam
    i
    Lead Fund Manager.
    Oct 18, 2021 - Present
    • Schemes managed21
    • Total AUM₹ 86,207.67 Cr
    • Highest Return In 1 Yr16.39 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    Franklin India Flexi Cap Fund Direct Growth
    ₹ 1,760.26
    3.17%
    2.32%
    Very High Risk
    ₹17,393.86Cr
    Franklin India Equity Advantage Fund Direct Growth
    ₹ 197.02
    3.01%
    2.23%
    Very High Risk
    ₹3,273.15Cr
    Franklin India Focused Equity Fund Direct Growth
    ₹ 115.77
    2.89%
    2.19%
    Very High Risk
    ₹11,396.38Cr
    Franklin India Flexi Cap Fund Direct Growth
    Very High Risk
    • NAV₹ 1,760.26
    • Fund Size₹17,393.86Cr
    Fund Return3.17%
    Category Return2.32%
    Franklin India Equity Advantage Fund Direct Growth
    Very High Risk
    • NAV₹ 197.02
    • Fund Size₹3,273.15Cr
    Fund Return3.01%
    Category Return2.23%
    Franklin India Focused Equity Fund Direct Growth
    Very High Risk
    • NAV₹ 115.77
    • Fund Size₹11,396.38Cr
    Fund Return2.89%
    Category Return2.19%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoDETAILED PORTFOLIO

    As on Mar, 2025
    EQUITY (89.51%)
    DEBT (-%)
    CASH (10.49%)
    Allocation by Market Cap
    Large Cap(44.67%)
    Mid Cap(14.27%)
    Small Cap(28.20%)
    Industry Holdings
    • Banks Regional10.03%
    • Drug Manufacturers Specialty Generic7.04%
    • Telecom Services6.20%
    • Auto Manufacturers5.37%
    • Household Personal Products5.28%
    • Oil Gas Refining Marketing4.81%
    Stock Holdings
    • HDFC Bank Ltd6.18%
    • Reliance Industries Ltd4.19%
    • Bharti Airtel Ltd3.85%
    • Hindustan Unilever Ltd3.00%
    • Mphasis Ltd2.94%
    • Mahindra & Mahindra Ltd2.81%

    bt_logoPERFORMANCE MEASURES

    Fund evaluation across critical parameters for better decision making. Study period is 3 years.
    • Consistency
      i
      It represents the consistency of a fund in beating its benchmark.
      ----
    • Downside Risk
      i
      Measured by Maximum Drawdown which shows the maximum loss from a peak to a nadir over a specified time period
    • Risk Adjusted Return
      i
      Risk adjusted return represents the return generated after factoring the risk taken to achieve it.
    • Volatility
      i
      Volatility represents the standard deviation of fund returns that is, how much the fund returns have deviated from the average.
    • Upside Capture Ratio
      i
      Fund performance relative to the index when the market is up. An upside capture ratio of >100 indicates better fund performance.
      ----
    • Downside Capture Ratio
      i
      Fund performance relative to the index when the market is down. A downside capture ratio of <100 indicates better fund performance.
      ----

    bt_logoHISTORICAL RISK MEASURES

    Statistical measures to evaluate mutual fund risk. All ratios are calculated for a three-year time duration.
    • Alpha: Excess return of the fund over benchmark
      i
      Any Alpha above zero is considered good. However, for comparison, a fund with a higher Alpha is considered better. Alpha is normally used in conjunction with Beta. If the Beta is high, it implies that the fund manager took a high risk to generate Alpha.
      --
      This Fund
      VS
      --
      Category Avg
    • R-Squared: How well the fund tracks benchmark
      i
      R-Squared measures the correlation of fund returns and its benchmark returns. It varies between 0 and 1. The metric, Beta makes no sense if R-Squared is equal to zero. Thus, both Beta and R-Squared should be used in conjunction. A fund with a high R-Squared and low Beta is considered a less risky fund.
      --
      This Fund
      VS
      --
      Category Avg
    • Beta: Risk of the fund in relation to benchmark
      i
      Beta >1 indicates that the fund is more volatile than its benchmark while Beta < 1 indicates that the fund is less volatile than its benchmark. The Beta of the benchmark is equal to 1.
      --
      This Fund
      VS
      --
      Category Avg
    • Sharpe Ratio: Risk adjusted return of the fund
      i
      Sharpe Ratio is a measure of return per unit of risk. A higher Sharpe ratio indicates better risk adjusted return given by the fund.
      1.20
      This Fund
      VS
      --
      Category Avg
    • Sortino Ratio: Return per unit of bad risk
      i
      A variation of Sharpe ratio, Sortino considers only the downside risk. Unlike Sharpe ratio which considers both good risk and bad risk, Sortino factors only the bad risk. A high Sortino ratio indicates better return for each unit of downside risk.
      2.25
      This Fund
      VS
      --
      Category Avg
    • Standard Devation: Volatility of the fund
      i
      Standard deviation is a measure of dispersion of fund returns from its average return. A fund with a higher Standard deviation is more volatile than a fund with a low standard deviation.
      16.85
      This Fund
      VS
      --
      Category Avg
    Benchmark used in calculation : S&P BSE 500 India TR INR

    bt_logoPEER ANALYSIS

    1M
    3M
    6M
    1Y
    3Y
    5Y
    • card
    • table
    Fund NameMorningstar RatingNAV Fund Return Category ReturnRisk Fund Size
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoTOP FUNDS FROM THIS AMC

    1M
    3M
    6M
    1Y
    3Y
    5Y
    • card
    • table
    Fund NameMorningstar RatingNAV Fund Return Category Return Risk Fund Size (Cr)
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoABOUT THE AMC

    company icon
    Franklin Templeton Asst Mgmt(IND)Pvt Ltd
    Franklin Templeton Asst Mgmt(IND)Pvt Ltd manages assets worth ₹ 1,03,288.03 crores. It’s current offering of mutual fund schemes includes 16 equity, 19 debt and 7 hybrid schemes.
    phone icon
    Phone
    +91 22 - 67519100
    mail icon
    Email
    services@franklintempleton.com
    aum
    AUM
    ₹ 1,03,288.03 Cr (
    As on Mar 31, 2025
    )
    location
    Address
    Senapati Bapat Marg, Elphinstone Road (West), Mumbai Mumbai,400 013

    bt_logoFAQ's

    What is the category of Franklin India Opportunities Fund - Direct - Growth ?
    The category of Franklin India Opportunities Fund - Direct - Growth is Equity - Equity - Other
    What is the current NAV of Franklin India Opportunities Fund - Direct - Growth ?
    The current NAV of Franklin India Opportunities Fund - Direct - Growth as on Apr 24, 2025 is ₹262.41
    How safe is Franklin India Opportunities Fund - Direct - Growth ?
    The risk level of Franklin India Opportunities Fund - Direct - Growth is Very High.
    What are short term returns given by Franklin India Opportunities Fund - Direct - Growth ?
    The return given by Franklin India Opportunities Fund - Direct - Growth in 1 month is 4.01%, 3 months is 2.26%, 6 months is -1.96%, and 1 year is 13.87%
    What are the long term returns given by Franklin India Opportunities Fund - Direct - Growth ?
    The return given by Franklin India Opportunities Fund - Direct - Growth in 3 years is 30.58% and 5 years is 34.27%.
    What is the expense ratio of Franklin India Opportunities Fund - Direct - Growth ?
    The expense ratio of Franklin India Opportunities Fund - Direct - Growth is 1.43%
    What is the AUM of Franklin India Opportunities Fund - Direct - Growth ?
    The assets under Management (AUM) of Franklin India Opportunities Fund - Direct - Growth is Rs 6,046.75 crores.
    What is the minimum investment in Franklin India Opportunities Fund - Direct - Growth ?
    The minimum Lumpsum investment in Franklin India Opportunities Fund - Direct - Growth is ₹5,000.00 and the minimum SIP investment in Franklin India Opportunities Fund - Direct - Growth is ₹1,000.00
    What is the asset allocation of Franklin India Opportunities Fund - Direct - Growth?
    Franklin India Opportunities Fund - Direct - Growth has an exposure of 89.51% in Equity and 10.49% in Cash & Money Market Securities

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