Franklin INDIA OPPORTUNITIES FUND (Equity, Multi Cap)

71.21
11.75%
3
Capital Appreciation
Long Term Horizon
Moderately High
2.74%
17 yrs 9 months22 Feb 2000
₹ 639.91 Cr18 Oct 2017

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Minimum Investment

  • ₹ 5000.00 for Lumpsum

Exit Load

w.e.f 24/08/2009 Entry Load - NIL; Exit Load: 1% if redeemed/switched-out within 1 year from the date of allotment: For SIP/STP, basis registration date

Investment Objective

The scheme aims to generate capital appreciation by capitalising on the long-term growth opportunities in the India economy. The scheme will invest in a broad range of stocks without any limitation either qualitative or quantitative and across market capitalization.

Scheme Documents

TenureReturns (CAGR)
YTD
24.50
3 Month
2.27
1 YR
13.98
2 YR
11.68
3 YR
14.11
TenureReturns (CAGR)
1 YR
20.28
2 YR
17.95
3 YR
13.24
5 YR
18.06
10 YR
14.3

Portfolio

Company Name% Assets
HDFC Bank Ltd.8.5
Yes Bank Ltd.5.19
Axis Bank Ltd.4.52
State Bank of India4.33
Grasim Industries Ltd.3.61
ICICI Bank Ltd.3.25
Dr. Reddy's Laboratories Ltd.3.06
Tata Motors Ltd.3.04
Equitas Holdings Ltd.2.97
Mahindra & Mahindra Ltd.2.85

Top Sectoral Holdings

Sector Name% Assets
Financial33.52
Construction8.84
Services8.53
Automobile8.12
Technology6.51
Healthcare6.45
Energy6.03
Engineering4.25
Diversified3.61
Cons Durable2.47

Indicators

Portfolio turnover ratio28.77
Standard Deviation14.66%
Beta1.06%
Sharpe Ratio0.61

R Janakiraman,Srikesh Nair,Hari Shyamsunder

Mr. Janakiraman is a B.E and PGDM (Business Management).Mr. Nair is a B.S. Marine Engineering from BITS Pilani and holds a Post Graduate Diploma in Management from Management Development Institute, Gurgaon.Mr. Shyamsunder is a Bachelor in Engineering (Mechanical) from NIT, Tiruchirapalli and holds a PGDM from IIM-B. He is also a Chartered Financial Analyst from CFA Institute.
Prior to joining Franklin Templeton Investments, he has worked with Indian Syntans Inv. Pvt. Ltd., Citicorp Information Tech Ltd. and UTI Securities Exchange Ltd.Prior to joining Franklin Templeton Asset Management (India) Pvt. Ltd. he has worked with Goldman Sachs Services Private Limited (Apr 2011 - May 2015) as an Analyst and Teekay Shipping (Oct 2007 - Apr 2008 ) as a Trainee Marine EngineerPrior to joining Franklin Templeton Mutual Fund he worked with BG India Pvt. Ltd. as Business Analyst (2005-2009).

Other Funds Managed by R Janakiraman,Srikesh Nair,Hari Shyamsunder

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