Franklin India Income Opportunities Fund (Debt, Credit Opportunities)

19.93
9.26%
4
Income Generation
Mid Term & Long Horizon
Moderate
1.70%
7 yrs 10 months11 Dec 2009
₹ 3194.04 Cr22 Sep 2017

Similar Funds

BSL Medium Term Plan
  • Return (CAGR) 9.35%
  • Crisil Ranking 3
  • Value Research
SBI Corporate Bond Fund
  • Return (CAGR) 7.88%
  • Crisil Ranking 3
  • Value Research
Franklin India Corporate Bond Opportunities Fund
  • Return (CAGR) 10.06%
  • Crisil Ranking 4
  • Value Research
DSP BlackRock Income Opportunities Fund
  • Return (CAGR) 7.40%
  • Crisil Ranking 3
  • Value Research
ICICI Prudential Regular Savings Fund
  • Return (CAGR) 9.05%
  • Crisil Ranking 4
  • Value Research
Principal Credit Opportunities Fund
  • Return (CAGR) 7.70%
  • Crisil Ranking NA
  • Value Research NA
Baroda Pioneer Credit Opportunities Fund - Plan A
  • Return (CAGR) 10.57%
  • Crisil Ranking NA
  • Value Research
HDFC Corporate Debt Opportunities Fund
  • Return (CAGR) 10.22%
  • Crisil Ranking 3
  • Value Research
RELIANCE CORPORATE BOND FUND
  • Return (CAGR) 10.16%
  • Crisil Ranking 1
  • Value Research
Axis Fixed Income Opportunities Fund
  • Return (CAGR) 9.37%
  • Crisil Ranking 5
  • Value Research
UTI-INCOME OPPORTUNITIES FUND
  • Return (CAGR) 9.32%
  • Crisil Ranking 1
  • 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 18 months from the date of allotment, 1% if redeemed / Switched-out after 18 months but within 24 months from the date of allotment

Investment Objective

The scheme aims to generate regular income by investing in fixed income securities across the yield curve.
TenureReturns (CAGR)
YTD
7.05
1 Month
0.51
3 Month
2.30
1 YR
9.93
2 YR
9.21
3 YR
9.57
TenureReturns (CAGR)

Portfolio

Company Name% Assets
Jindal Power Ltd. 21/12/20185.05
Reliance Communications Ltd. 22/12/2017 12.33%4.74
Yes Bank Ltd. 9.50%4.27
OPJ Trading Pvt. Ltd. 20/10/20174.02
Future Enterprises Ltd. 17/04/2020 10.10%3.86
Aditya Birla Retail Ltd. 20/09/20193.81
Edelweiss Commodities Services Ltd. 31/01/2020 8.50%3.76
Wadhawan Global Capital Pvt Ltd. 02/08/2022 13.40%3.54
Renew Power Ventures Pvt Ltd. 23/03/2020 12.68%3.31
LIC Housing Finance Ltd. 02/09/20193.2

Top Sectoral Holdings

Sector Name% Assets

Indicators

Standard Deviation1.64%
Beta0.87%
Sharpe Ratio2.97

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