Franklin India Opportunities Fund Direct Growth
NAV as on 27-03-2025
₹ 250.25
1D
Inception Returns
17.8%
/yr
Historical NAV & Returns
Absolute
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1813 people have invested ₹ 2Cr in Franklin India Opportunities Fund Direct Growth in the last three months
About Franklin India Opportunities Fund Direct Growth
Franklin India Opportunities Fund Direct Growth is an equity fund. This fund was started on 1 January, 2013. The fund is managed by R. Janakiraman. The fund could potentially beat inflation in the long-run.
Key Parameters
- Franklin India Opportunities Fund Direct Growth has ₹5517 Cr worth of assets under management (AUM) as on Feb 2025 and is more than category average.
- The fund has an expense ratio 0.6.
Returns
Franklin India Opportunities Fund Direct Growth has given a CAGR return of 17.82% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 17.21%, 28.69% and 35.33% respectively.
Holdings
Franklin India Opportunities Fund Direct Growth has allocated its funds majorly in Cash Equivalent, Consumer Cyclical, Financial Services, Health, Communication, Basic Materials, Tech, Industrial, Energy, Consumer Defensive, Real Estate, Utilities. Its top holdings are HDFC Bank Ltd, Reliance Industries Ltd, Bharti Airtel Ltd, Mahindra & Mahindra Ltd, Mphasis Ltd
Taxation
As it is a equity - other mutual fund the taxation is as follows:For short term (less than a year) capital gains will be taxed at 20%For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefitDividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.
Investment objective of Franklin India Opportunities Fund Direct Growth
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
Minimum Investment and lockin period
Minimum investment for lump sum payment is INR 5000.00 and for SIP is INR 500.00. Franklin India Opportunities Fund Direct Growth has no lock in period.
Franklin India Opportunities Fund Direct Growth Overview
| Expense ratio | 0.59% |
Benchmark | IISL Nifty 500 TR INR |
| AUM | ₹5517 Cr |
| Inception Date | 1 January, 2013 |
| Min Lumpsum/SIP | ₹5000/₹500 |
Exit Load | 1.0% |
| Lock In | No Lock-in |
TurnOver | 46.36% |
| STCG | Selling mutual fund before 1 year, returns taxed at 20%. |
| LTCG | After 1 year, 12.5% tax on returns over ₹1.25 lakh/year. |
| Risk |   Very High Risk |
INDmoney Rank for Franklin India Opportunities Fund Direct Growth
Powered by IND quant engine
IND ranking is not available for this fund.
5Y returns in the top 25% of the category
3Y returns in the top 25% of the category
Beats FD returns for both 3Y & 5Y duration
No bad points found for this fund.
Trailing Returns
as on (27-Mar-25)
Fund Distribution
as on (28-Feb-25)
Large cap
44%
Small cap
29.2%
Mid cap
15.3%
Sector Allocation
Consumer Cyclical
22%
Financial Services
15.1%
Health
13.1%
Communication
10.3%
Basic Materials
9.6%
Tech
9%
Industrial
7.8%
Energy
4.9%
Consumer Defensive
4.2%
Real Estate
2.5%
Utilities
1.6%
All changes are between Dec'24 and Feb'25
- AUM of the fund stands at 5.5K Cr as of Feb'25
- AUM decreased by 431.3 Cr between Feb'25 and Jan'25
Top Stocks bought last month
HDFC Bank Ltd's allocation increased from 3.02% to 5.45%
Cholamandalam Investment and Finance Co Ltd's allocation increased from 1.19% to 1.94%
UPL Ltd's allocation increased from 1.76% to 2.21%
Top Stocks sold last month
Mahindra & Mahindra Ltd's allocation decreased from 3.21 % to 2.99 %
Mphasis Ltd's allocation decreased from 3.43 % to 2.89 %
Lemon Tree Hotels Ltd's allocation decreased from 2.94 % to 2.83 %
Mid Cap allocation has gone down from 16.5% to 15.3%
Large Cap allocation has gone up from 41.2% to 44%
Small Cap allocation has gone down from 33.9% to 29.2%
Cash allocation has gone up from 5.6% to 9%
Top 3 Sectors in February were Consumer Cyclical, Health & Financial Services
Feb'25
Consumer Cyclical
22%
Financial Services
15%
Health
13%
Jan'25
Consumer Cyclical
20%
Health
14%
Financial Services
12%
See all
Top Growth Drivers | 1M Return |
|---|---|
 HDFC Bank Ltd | 6.2% |
 Cholamandalam Investment & Finance Company Ltd | 5.8% |
 UPL Ltd | 1.4% |
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R. Janakiraman
Fund Manager of Franklin India Opportunities Fund Direct Growth, since 1 April 2013
Top funds managed
Fund House
Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Total Schemes
Total AUM
₹1.11L Cr
as on 28-Feb-2025
Address
One International Centre, Tower 2, 12th and 13th Floor,Senapati Bapat Marg, Elphinstone Road (West), Mumbai
Phone
+9122-67519100
Website
services@franklintempleton.com
Mutual Fund Insights
In the last 1 year, HDFC Defence Fund Direct Growth has given 19.69% return, outperforming this fund by 2.48%.
In the last 3 years, SBI PSU Direct Growth has given 32.44% return, outperforming this fund by 3.75% per annum.
Over the last 6 months, this fund has experienced a 2.5% growth in AUM moving from 5.38K Cr to 5.51K Cr.
In the last 5 years, ICICI Prudential Commodities Fund Direct Growth has given 44.16% return, outperforming this fund by 8.83% per annum.
This fund expense ratio is slightly on the lower side within the category (equity - other). Its expense ratio is 0.59% which is lower than the category average expense ratio of 1.2%.
Franklin India Opportunities Fund Direct Growth Highlights
Very High Risk
Investors understand that their principal will be at Very High Risk
About the fund
This fund has delivered an average annual returns of 17.82% since inception which is more than its category average return of 8.53%
Fund Allocations
This fund has an allocation of 91.02% in Equity, 0% in Debt and 8.98% in Cash related instruments
AUM size ₹5517 Cr
This fund has AUM of ₹5517 Cr which is more than its category average of ₹ 2056 Cr
Expense Ratio 0.59%
This fund has an expense ratio of 0.59% which is less than its category average expense ratio of 1.31%
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Frequently Asked Questions for Franklin India Opportunities Fund Direct Growth
The current NAV of Franklin India Opportunities Fund Direct Growth is ₹250.25 as on 27-Mar-2025.
Existing (Absolute + CAGR) as on 27-Mar-2025.
Franklin India Opportunities Fund Direct Growth | Absolute Returns | CAGR Returns |
1 Month Returns | 3.07% | 3.07% |
6 Month Returns | -11.99% | -11.99% |
1 Year Returns | 17.21% | 17.21% |
3 Years Returns | 113.1% | 28.69% |
5 Years Returns | 353.89% | 35.33% |
With INDmoney, the process of investing is very simple and involves zero commission.
- Click Buy on the fund name.
- Input the amount you are looking to invest.
- Select Lump Sum or SIP (Weekly, Monthly or Quarterly).
- Select your bank account and proceed with Payment.
0.59% as on February 2025
₹5517 Cr as on February 2025
HDFC Bank Ltd(5.45%), Reliance Industries Ltd(4.32%), Bharti Airtel Ltd(3.82%), Mahindra & Mahindra Ltd(2.99%), Mphasis Ltd(2.89%) as on February 2025
Consumer Cyclical(20.02%), Financial Services(13.74%), Health(11.89%) as on February 2025
The alpha ratio for the Franklin India Opportunities Fund Direct Growth for various period is as follows:
Fund Name | Alpha 1 Year | Alpha 3 Years | Alpha 5 Years |
Franklin India Opportunities Fund Direct Growth | 10.21 | 11.38 | 7.62 |
As on February 2025
The alpha for Franklin India Opportunities Fund Direct Growth is calculated against IISL Nifty 500 TR INR. Higher alpha indicates that this fund has generated extra returns compared to the benchmark index. An alpha of 1.0 means the fund has outperformed its benchmark index by 1%.
The Beta ratio for the Franklin India Opportunities Fund Direct Growth for various period is as follows:
Fund Name | Beta 1 Year | Beta 3 Years | Beta 5 Years |
Franklin India Opportunities Fund Direct Growth | 1.15 | 1 | 0.99 |
As on February 2025
The Beta for Franklin India Opportunities Fund Direct Growth is calculated with IISL Nifty 500 TR INR. Beta tells the volatility of the mutual fund relative to its benchmark. If the beta of a mutual fund is more than 1, then the mutual fund is more volatile than its benchmark. If beta is less than 1, then the mutual fund is less volatile than the benchmark.
The sharpe ratio for the Franklin India Opportunities Fund Direct Growth for various period is as follows:
Fund Name | Sharpe Ratio 1 Year | Sharpe Ratio 3 Years | Sharpe Ratio 5 Years |
Franklin India Opportunities Fund Direct Growth | 0.19 | 1.09 | 1 |
As on February 2025
The sharpe ratio for Franklin India Opportunities Fund Direct Growth is calculated with IISL Nifty 500 TR INR. Sharpe ratio tells risk-adjusted-returns of the mutual fund. The higher a fund's Sharpe ratio, the better a fund's returns have been relative to the risk it has taken on.
The standard deviation for the Franklin India Opportunities Fund Direct Growth for various period is as follows:
Fund Name | Standard Deviation 1 Year | Standard Deviation 3 Years | Standard Deviation 5 Years |
Franklin India Opportunities Fund Direct Growth | 19.21 | 16.65 | 20.49 |
As on February 2025
Standard deviation tells the volatility of the returns of the mutual fund. The higher a fund's Standard deviation, the higher the volatility of the fund's returns.
Sortino ratio is 2.03 as on February 2025. Sortino ratio tells the downside risk-adjusted-returns of the mutual fund.
Information ratio is 1.6 as on February 2025. It tells the consistency of the fund in generating superior risk-adjusted performance
R. Janakiraman is the fund manager of Franklin India Opportunities Fund Direct Growth
The Exit load of Franklin India Opportunities Fund Direct Growth is 1%