Last NAV: 121.6214

FRANKLIN INDIA OPPORTUNITIES FUND   -   Growth

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.

Annualized Return Last 5 years Last 3 years Last 1 year Year To date Month to date
12.77% 14.87% 21.18% 73.59% 29.91% 4.56%
Sharpe Ratio Sortino Ratio Calmar Ratio Volatility Max drawdown Positive Months
0.53 0.68 0.19 24.05% -66.14% 60.23%
Riskometer
Moderately-High
Investors understands that their principle will be at moderately high risk

Key Specifications

Category Equity: Thematic
AUM INR   687.59   Cr.
Inception Date 21/02/2000
Minimum Initial Investment INR   5000
Minimum Subsequent Investment INR   1000
TurnOver 28.46
Expense Ratio 2.51

Year Jan Feb March April May June July Aug Sept Oct Nov Dec Total
2000 0.00 0.00 -2.30 -7.69 -6.48 7.18 -12.47 11.08 -10.93 -12.67 1.53 -5.56 -34.45
2001 10.19 -6.65 -23.37 3.03 7.06 -9.16 -4.84 -3.81 -23.57 10.09 18.32 5.31 -24.20
2002 2.73 2.86 2.19 -2.33 -6.97 -0.43 -8.60 8.24 -4.35 -2.27 11.63 4.38 5.25
2003 -5.39 3.16 -7.98 -6.89 5.01 10.00 9.92 12.78 11.00 10.06 9.14 15.13 83.83
2004 -4.67 -0.34 -2.17 2.69 -13.08 5.63 5.33 2.82 5.95 3.89 10.29 7.73 24.10
2005 -1.84 2.23 -3.92 -0.73 10.79 4.46 11.61 10.69 0.06 -8.12 11.89 5.16 48.03
2006 5.85 4.69 13.44 9.50 -15.03 -6.72 2.55 12.63 7.93 5.74 8.80 -0.23 56.09
2007 2.12 -11.35 0.79 6.65 8.26 2.88 3.09 -2.68 10.09 14.56 -0.32 12.48 53.79
2008 -19.16 -0.10 -13.96 12.99 -5.21 -19.74 2.18 0.21 -9.79 -22.53 -6.71 5.23 -58.04
2009 -4.55 -4.33 7.09 14.30 29.14 -0.74 6.16 1.41 7.09 -4.91 6.61 3.72 73.68
2010 -6.02 -0.64 6.39 1.66 -4.56 4.11 3.07 2.33 8.02 1.46 -2.31 1.05 14.52
2011 -9.64 -4.04 7.79 -1.13 -1.58 1.25 -1.38 -7.09 -2.01 5.56 -8.07 -4.44 -23.32
2012 10.67 3.62 -1.68 -1.09 -6.24 6.06 -0.46 0.61 7.90 -1.51 6.20 1.74 27.51
2013 0.38 -7.15 -1.88 3.81 0.70 -1.97 -3.95 -5.85 6.57 10.47 0.10 2.25 2.14
2014 -4.03 3.42 9.32 0.79 10.04 6.73 1.97 6.52 2.13 6.37 5.23 -0.57 58.58
2015 7.35 0.63 -0.18 -3.82 4.11 -1.30 3.09 -6.09 -0.07 1.07 -0.33 -1.49 2.30
2016 -6.13 -8.20 12.47 2.73 3.63 2.98 4.02 2.28 -1.14 1.73 -6.48 -2.04 4.16
2017 5.85 4.29 2.67 2.75 1.33 0.02 5.40 -2.38 0.50 5.32 2.51 2.94 35.64
2018 1.38 -5.12 -3.70 4.61 -0.50 -3.63 3.14 3.33 -9.02 -3.92 3.40 0.46 -10.09
2019 -0.69 -0.72 9.65 -0.96 2.00 -1.32 -6.63 -3.55 4.56 3.32 0.23 0.30 5.39
2020 0.91 -7.24 -23.61 15.26 -1.64 7.60 6.49 4.59 1.06 5.82 12.61 8.87 27.34
2021 -0.23 7.86 -1.37 0.29 5.65 2.90 2.87 4.39 4.56 0.00 0.00 0.00 29.91
all values are in %


Allocation Mandate

Equity Allocation Min: 80   Max: 100
Debt Allocation Min: 0   Max: 0
Commodity Allocation Min: 0   Max: 0
Money Market Min: 0   Max: 20

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About Fund Managers:

Mayank Bukrediwala Franklin

  • Job Since 24/08/2020
  • About Mr. Bukrediwala has done PGDBM and Bachelor of Technology. Prior to joining Franklin Templeton Mutual Fund he has worked with Goldman Sachs.

Krishna Prasad Natarajan Franklin

  • Job Since 30/08/2021
  • About

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