Franklin India Opportunities Fund Direct Growth
NAV as on 17-04-2025
₹ 256.9
▲0.9%
1D
Inception Returns
18%
/yr
Historical NAV & Returns
Absolute
▲
▼
1846 people have invested ₹ 1.8Cr 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 ₹6047 Cr worth of assets under management (AUM) as on Mar 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 18.03% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 14.62%, 28.57% and 33.00% 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, Consumer Defensive, Energy, Real Estate, Utilities. Its top holdings are HDFC Bank Ltd, Reliance Industries Ltd, Bharti Airtel Ltd, Hindustan Unilever 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 | Nifty 500 TR INR |
| AUM | ₹6047 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
Larger AUM within category
Beats FD returns for both 3Y & 5Y duration
No bad points found for this fund.
Trailing Returns
as on (17-Apr-25)
Fund Distribution
as on (31-Mar-25)
Large cap
44.7%
Small cap
28.2%
Mid cap
14.3%
Sector Allocation
Consumer Cyclical
20.5%
Financial Services
16.2%
Health
13.2%
Communication
10.2%
Basic Materials
9.6%
Tech
8.9%
Industrial
7.3%
Consumer Defensive
5.3%
Energy
4.8%
Real Estate
2.5%
Utilities
1.7%
All changes are between Jan'25 and Mar'25
- This fund’s returns stands at 6.80% whereas the fund’s underlying benchmark Nifty 500 returns stands at 7.25% as on Mar'25
- This fund underperformed Nifty 500 by 0.45% in Mar'25
- AUM of the fund stands at 6K Cr as of Mar'25
- AUM increased by 529.6 Cr between Mar'25 and Feb'25
Top Stocks bought last month
Hindustan Unilever Ltd's allocation increased from 2.23% to 3%
HDFC Bank Ltd's allocation increased from 5.45% to 6.18%
Aster DM Healthcare Ltd Ordinary Shares's allocation increased from 2.23% to 2.44%
Top Stocks sold last month
Reliance Industries Ltd's allocation decreased from 4.32 % to 4.19 %
Mahindra & Mahindra Ltd's allocation decreased from 2.99 % to 2.81 %
Lemon Tree Hotels Ltd's allocation decreased from 2.83 % to 2.73 %
Mid Cap allocation has gone down from 15.3% to 14.3%
Large Cap allocation has gone up from 44% to 44.7%
Small Cap allocation has gone down from 29.2% to 28.2%
Cash allocation has gone up from 9% to 10.5%
Top 3 Sectors in March were Consumer Cyclical, Financial Services & Health
Mar'25
Consumer Cyclical
20%
Financial Services
16%
Health
13%
Feb'25
Consumer Cyclical
22%
Financial Services
15%
Health
13%
Holdings | Weight% | 1M Change | |
|---|---|---|---|
 HDFC Bank Ltd | 6.18% | 17.8% | |
 Reliance Industries Ltd | 4.19% | 0% | |
 Bharti Airtel Ltd | 3.85% | 0% | |
 Hindustan Unilever Ltd | 3% | 43.1% | |
 Mphasis Ltd | 2.94% | 0% |
See all
Funds | 1Y Returns | 3Y Returns | 5Y Returns | Since Inception |
|---|---|---|---|---|
Franklin India Opportunities Fund Direct Growth | 14.62% | 28.57% | 33% | 18.03% |
 Sundaram Services Direct Growth | 14.37% | 16.6% | 29.24% | 20.78% |
 ICICI Prudential India Opportunities Fund Direct Growth | 14.33% | 23.45% | 34.46% | 22.9% |
ICICI Prudential Business Cycle Fund Direct Growth | 9.44% | 20.78% | - | 22.37% |
See all
Top Growth Drivers | 1M Return |
|---|---|
 Aster DM Healthcare Ltd | 17.7% |
 HDFC Bank Ltd | 9.8% |
 Sudarshan Chemical Industries Ltd | 8.3% |
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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
₹1.03L Cr
as on 31-Mar-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, this fund has outperformed all funds in its category.
In the last 5 years, ICICI Prudential Commodities Fund Direct Growth has given 39.26% return, outperforming this fund by 6.26% per annum.
Over the last 1 month, this fund has experienced a 9.6% growth in AUM moving from 5.51K Cr to 6.04K Cr.
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 1.19%.
In the last 3 years, SBI PSU Direct Growth has given 30.88% return, outperforming this fund by 2.31% per annum.
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 18.03% since inception which is more than its category average return of 9.27%
Fund Allocations
This fund has an allocation of 89.51% in Equity, 0% in Debt and 10.49% in Cash related instruments
AUM size ₹6047 Cr
This fund has AUM of ₹6047 Cr which is more than its category average of ₹ 2172 Cr
Expense Ratio 0.59%
This fund has an expense ratio of 0.59% which is less than its category average expense ratio of 1.35%
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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 ₹256.9 as on 17-Apr-2025.
Existing (Absolute + CAGR) as on 17-Apr-2025.
Franklin India Opportunities Fund Direct Growth | Absolute Returns | CAGR Returns |
1 Month Returns | 8.34% | 8.34% |
6 Month Returns | -7% | -7% |
1 Year Returns | 14.62% | 14.62% |
3 Years Returns | 112.51% | 28.57% |
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0.59% as on March 2025
₹6047 Cr as on March 2025
HDFC Bank Ltd(6.18%), Reliance Industries Ltd(4.19%), Bharti Airtel Ltd(3.85%), Hindustan Unilever Ltd(3%), Mphasis Ltd(2.94%) as on March 2025
Consumer Cyclical(18.32%), Financial Services(14.53%), Health(11.79%) as on March 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 March 2025
The alpha for Franklin India Opportunities Fund Direct Growth is calculated against 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 March 2025
The Beta for Franklin India Opportunities Fund Direct Growth is calculated with 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 | 0.53 | 1.2 | 1.57 |
As on March 2025
The sharpe ratio for Franklin India Opportunities Fund Direct Growth is calculated with 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 | 20.05 | 16.85 | 16.94 |
As on March 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 2.25 as on March 2025. Sortino ratio tells the downside risk-adjusted-returns of the mutual fund.
Information ratio is 1.6 as on March 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%