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

17.62
9.98%
3
Income Generation
Mid Term & Long Horizon
Moderate
1.83%
5 yrs 12 months07 Dec 2011
₹ 6709.83 Cr17 Nov 2017

Similar Funds

BSL Medium Term Plan
  • Return (CAGR) 9.26%
  • Crisil Ranking 4
  • Value Research
SBI Corporate Bond Fund
  • Return (CAGR) 7.85%
  • Crisil Ranking 3
  • Value Research
Franklin India Income Opportunities Fund
  • Return (CAGR) 9.21%
  • Crisil Ranking 2
  • Value Research
DSP BlackRock Income Opportunities Fund
  • Return (CAGR) 7.37%
  • Crisil Ranking 3
  • Value Research
ICICI Prudential Regular Savings Fund
  • Return (CAGR) 8.97%
  • Crisil Ranking 5
  • Value Research
Principal Credit Opportunities Fund
  • Return (CAGR) 7.69%
  • Crisil Ranking NA
  • Value Research NA
Baroda Pioneer Credit Opportunities Fund - Plan A
  • Return (CAGR) 10.28%
  • Crisil Ranking NA
  • Value Research
HDFC Corporate Debt Opportunities Fund
  • Return (CAGR) 10.07%
  • Crisil Ranking 4
  • Value Research
RELIANCE CORPORATE BOND FUND
  • Return (CAGR) 9.92%
  • Crisil Ranking 1
  • Value Research
UTI-INCOME OPPORTUNITIES FUND
  • Return (CAGR) 9.21%
  • Crisil Ranking 3
  • Value Research
Axis Fixed Income Opportunities Fund
  • Return (CAGR) 9.15%
  • Crisil Ranking 4
  • Value Research

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
7.88
1 Month
0.41
3 Month
1.66
1 YR
8.50
2 YR
8.71
3 YR
9.02
TenureReturns (CAGR)
1 YR
8.32
2 YR
9.13
3 YR
8.97
5 YR
9.38

Portfolio

Company Name% Assets
Dolvi Minerals and Metals Ltd. 22/10/2019 8.96%6.09
Reliance Communications Ltd. 22/12/2017 12.33%4.32
Renew Power Ventures Pvt Ltd. 09/09/2020 9.50%4.16
Yes Bank Ltd. 9.50%4.09
Essel Infraprojects Ltd 22/05/20204.06
Tata Teleservices (Maharashtra) Ltd. 22/05/2018 11.30%3.74
Reliance Project Ventures & Management Ltd. 22/12/2017 12.33%2.5
Yes Capital India Pvt. Ltd. 12/10/20202.26
Hindalco Industries Ltd. 25/04/2022 9.55%2.23
Aditya Birla Retail Ltd. 20/09/20192.17

Top Sectoral Holdings

Sector Name% Assets

Indicators

Standard Deviation1.32%
Beta0.78%
Sharpe Ratio3.38

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

© CRISIL Limited 2017. All Rights Reserved