Franklin India Income Opportunities Fund (Debt, Credit Opportunities)

Moderate
8 yrs 2 monthsStarted on:11 Dec 2009
₹ 3287.31 Cras on: 17 Jan 2018
Mid Term & Long Horizon
1.70%
Income Generation

Minimum Investment

  • ₹ 5000.00 for Lumpsum

Investment Objective

The scheme aims to generate regular income by investing in fixed income securities across the yield curve.

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
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Tenure

TenureReturns (CAGR)
YTD0.34
1 Month0.40
3 Month1.14
1 YR8.16
2 YR8.45
3 YR8.50

SIP Returns

TenureReturns (CAGR)
1 YR7.27
2 YR8.7
3 YR8.59
5 YR9.07

Portfolio

Company Name% Assets
Jindal Power Ltd. 21/12/20184.9
Aditya Birla Retail Ltd. 20/09/20193.78
Wadhawan Global Capital Pvt Ltd. 02/08/2022 13.40%3.49
Talwandi Sabo Power Ltd. 04/08/2020 7.85%3.45
Piramal Finance Pvt. Ltd. 08/03/2027 8.25%3.37
Pune Solapur Expressways Pvt Ltd. 31/03/20293.19
Renew Power Ventures Pvt Ltd. 23/03/2020 12.68%3.19
LIC Housing Finance Ltd. 02/09/20193.15
AU Small Finance Bank Ltd. 17/03/2020 8.85%2.98
Small Business Fincredit India Pvt Ltd. 28/09/2020 9.40%2.93

Top Sectoral Holdings

Sector Name% Assets

Indicators

LabelValue
Standard Deviation1.61%
Beta0.79%
Sharpe Ratio2.54

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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