Franklin India Opportunities Fund - Direct Plan has delivered 60.23% absolute return over the last 5 years.
The average return for Sectoral/Thematic funds is 77.59% .
This fund ranks #66 in its category based on 5-year returns.
The largest portfolio holding is HINDUSTAN AERONAUTICS LTD with a portfolio weight of 7.73% .
The fund currently owns more than 50 stocks.
The top 10 holdings account for 43.57% of total assets.
Based on portfolio allocation, this fund appears moderately concentrated compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | 19.31% | -0.11% |
| 2 Year Return | 81.42% | 12.90% |
| 3 Year Return | 142.67% | 41.33% |
| 4 Year Return | 277.10% | 59.19% |
| 5 Year Return | 279.78% | 77.59% |
| 6 Year Return | 297.68% | 118.07% |
| 7 Year Return | 447.70% | 140.00% |
| Expense Ratio | 0.48% | - |
| # | Company | Sector | Weight |
|---|---|---|---|
| 1 | Aerospace & Defense |
7.73%
|
|
| 2 |
6.80%
|
||
| 3 | Finance - Banks - Private Sector |
4.60%
|
|
| 4 | IT Consulting & Software |
4.01%
|
|
| 5 |
3.85%
|
||
| 6 | Electronics - Equipment/Components |
3.50%
|
|
| 7 | Consumer Discretionary |
3.42%
|
|
| 8 | Industrials |
3.40%
|
|
| 9 | Steel - Tubes/Pipes |
3.24%
|
|
| 10 | Industrials |
3.02%
|
|
| 11 | Energy |
3.02%
|
|
| 12 | Pharmaceuticals |
3.01%
|
AMC: FRANKLINTEMPLETON
Category: Equity • Sectoral/Thematic
Launch Date: 01 Jan 2013
Fund Manager: Mr. R Janakiraman
Minimum Purchase: ₹5,000
Exit Load: In respect of each purchase of Units - 1% if the Units are redeemed/switched-out within one year of allotment.
Lock-in: 1
Risk: Moderate Risk
Franklin India Opportunities Fund - Direct Plan is managed by FRANKLINTEMPLETON and belongs to the Equity category.
Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.
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