Franklin India Corporate Bond Opportunities Fund (Debt, Credit Opportunities)

17.43
10.07%
4
Income Generation
Mid Term & Long Horizon
Moderate
1.83%
5 yrs 10 months07 Dec 2011
₹ 6713.62 Cr21 Sep 2017

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Minimum Investment

  • ₹ 5000.00 for Lumpsum

Exit Load

w.e.f 01/09/2014 Entry Load: Nil, Exit Load: 3% if redeemed / Switched-out within 12 months from the date of allotment, 2% if redeemed / Switched-out after 12 months but within 24 months from the date of allotment, 1% if redeemed / Switched-out after 24 months but within 36 months from the date of allotment

Investment Objective

The Scheme seeks to provide regular income and capital appreciation through a focus on corporate securities.
TenureReturns (CAGR)
YTD
6.75
1 Month
0.53
3 Month
2.09
1 YR
9.60
2 YR
9.14
3 YR
9.55
TenureReturns (CAGR)

Portfolio

Company Name% Assets
Dolvi Minerals and Metals Ltd. 22/10/2019 8.96%5.99
Reliance Communications Ltd. 22/12/2017 12.33%4.33
Renew Power Ventures Pvt Ltd. 09/09/20204.17
Essel Infraprojects Ltd 22/05/20203.99
Tata Teleservices (Maharashtra) Ltd. 22/05/2018 11.30%3.75
OPJ Trading Pvt. Ltd. 20/10/20173.16
Yes Bank Ltd. 9.50%2.88
Reliance Project Ventures & Management Ltd. 22/12/2017 12.33%2.5
Aditya Birla Retail Ltd. 20/09/20192.14
DLF Ltd. 10/08/2018 12.25%1.96

Top Sectoral Holdings

Sector Name% Assets

Indicators

Standard Deviation1.38%
Beta0.85%
Sharpe Ratio3.5

Santosh Kamath,Sumit Gupta

Mr. Kamath is a B.E ( Electronics ) from REC Bhopal and PGDM (Management) from XLRI Jamshedpur.Mr. Sumit Gupta is B.Tech, M.tech from IIT Delhi and PGDCM from IIM Calcutta.
Prior to joining Franklin Templeton Investments he has worked with ING Vysya AMC, Zurich Asset Management, SBI Mutual, CRISIL and Jardine Fleming Asset Management.Prior to joining Franklin Templeton Investments he has worked with Kotak Mahindra Bank, Ocwen Structured Investments and CRISIL Ltd.

Other Funds Managed by Santosh Kamath,Sumit Gupta

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