Franklin India Opportunities Fund - Growth

Category: Equity: Thematic-Others
Launch Date: 05-02-2000
Asset Class: Equity
Benchmark: NIFTY 500 TRI
Expense Ratio: 1.8% As on (30-11-2024)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 5,904.85 Cr As on (29-11-2024)
Turn over: 58.25%
NAV as on 27-12-2024

251.1483

0.87 (0.3466%)

CAGR Since Inception

14.1%

NIFTY 500 TRI 12.63%

PERFORMANCE of Franklin India Opportunities Fund - Growth

Scheme Performance (%)

Data as on - 27-12-2024

Yearly Performance (%)

Fund Managers

R Janakiraman, Sandeep Manam, Kiran Sebastian

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.

NAV & Lumpsum details( Invested amount 1,00,000)

Show All Monthly Lumpsum Returns
NAV Date NAV Units Market
Value
Returns
(%)
29-03-2000 9.58 10438.4134 100000 0.0 %
02-05-2000 8.34 - 87056 -12.94 %
29-05-2000 7.42 - 77453 -22.55 %
29-06-2000 8.7 - 90814 -9.19 %
31-07-2000 7.58 - 79123 -20.88 %
29-08-2000 8.19 - 85491 -14.51 %
29-09-2000 7.5 - 78288 -21.71 %
30-10-2000 6.53 - 68163 -31.84 %
29-11-2000 6.8 - 70981 -29.02 %
29-12-2000 6.28 - 65553 -34.45 %
29-01-2001 6.78 - 70772 -29.23 %
28-02-2001 6.46 - 67432 -32.57 %
28-03-2001 5.33 - 55637 -44.36 %
30-04-2001 5.1 - 53236 -46.76 %
28-05-2001 5.74 - 59916 -40.08 %
28-06-2001 4.89 - 51044 -48.96 %
30-07-2001 4.7 - 49061 -50.94 %
28-08-2001 4.77 - 49791 -50.21 %
28-09-2001 3.47 - 36221 -63.78 %
29-10-2001 3.87 - 40397 -59.6 %
28-11-2001 4.5 - 46973 -53.03 %
28-12-2001 4.63 - 48330 -51.67 %
28-01-2002 4.8 - 50104 -49.9 %
28-02-2002 5.03 - 52505 -47.49 %
28-03-2002 5.14 - 53653 -46.35 %
29-04-2002 4.93 - 51461 -48.54 %
28-05-2002 4.62 - 48225 -51.78 %
28-06-2002 4.65 - 48539 -51.46 %
29-07-2002 4.27 - 44572 -55.43 %
28-08-2002 4.44 - 46347 -53.65 %
30-09-2002 4.4 - 45929 -54.07 %
28-10-2002 4.19 - 43737 -56.26 %
28-11-2002 4.78 - 49896 -50.1 %
30-12-2002 5.01 - 52296 -47.7 %
28-01-2003 4.69 - 48956 -51.04 %
28-02-2003 4.89 - 51044 -48.96 %
28-03-2003 4.67 - 48747 -51.25 %
28-04-2003 4.23 - 44154 -55.85 %
28-05-2003 4.39 - 45825 -54.17 %
30-06-2003 4.84 - 50522 -49.48 %
28-07-2003 5.29 - 55219 -44.78 %
28-08-2003 6.01 - 62735 -37.27 %
29-09-2003 6.57 - 68580 -31.42 %
28-10-2003 6.88 - 71816 -28.18 %
28-11-2003 8.0 - 83507 -16.49 %
29-12-2003 9.2 - 96033 -3.97 %
28-01-2004 9.13 - 95303 -4.7 %
01-03-2004 8.89 - 92797 -7.2 %
29-03-2004 8.59 - 89666 -10.33 %
28-04-2004 8.87 - 92589 -7.41 %
28-05-2004 7.8 - 81420 -18.58 %
28-06-2004 8.12 - 84760 -15.24 %
28-07-2004 8.35 - 87161 -12.84 %
30-08-2004 8.75 - 91336 -8.66 %
28-09-2004 9.02 - 94154 -5.85 %
28-10-2004 9.63 - 100522 0.52 %
29-11-2004 10.62 - 110856 10.86 %
28-12-2004 11.48 - 119833 19.83 %
28-01-2005 11.06 - 115449 15.45 %
28-02-2005 11.47 - 119729 19.73 %
28-03-2005 10.89 - 113674 13.67 %
28-04-2005 11.18 - 116701 16.7 %
30-05-2005 12.03 - 125574 25.57 %
28-06-2005 12.54 - 130898 30.9 %
29-07-2005 14.13 - 147495 47.49 %
29-08-2005 15.08 - 157411 57.41 %
28-09-2005 15.75 - 164405 64.41 %
28-10-2005 13.9 - 145094 45.09 %
28-11-2005 16.27 - 169833 69.83 %
28-12-2005 16.62 - 173486 73.49 %
30-01-2006 17.57 - 183403 83.4 %
28-02-2006 18.75 - 195720 95.72 %
28-03-2006 20.55 - 214509 114.51 %
28-04-2006 23.29 - 243111 143.11 %
29-05-2006 20.84 - 217537 117.54 %
28-06-2006 17.54 - 183090 83.09 %
28-07-2006 18.83 - 196555 96.56 %
28-08-2006 21.7 - 226514 126.51 %
28-09-2006 22.71 - 237056 137.06 %
30-10-2006 24.31 - 253758 153.76 %
28-11-2006 26.25 - 274008 174.01 %
28-12-2006 26.35 - 275052 175.05 %
29-01-2007 27.42 - 286221 186.22 %
28-02-2007 23.91 - 249582 149.58 %
28-03-2007 23.69 - 247286 147.29 %
30-04-2007 25.7029 - 268297 168.3 %
28-05-2007 27.5116 - 287177 187.18 %
28-06-2007 28.5189 - 297692 197.69 %
30-07-2007 29.0228 - 302952 202.95 %
28-08-2007 27.9542 - 291797 191.8 %
28-09-2007 31.6183 - 330045 230.05 %
29-10-2007 35.8559 - 374279 274.28 %
28-11-2007 35.101 - 366399 266.4 %
28-12-2007 39.6565 - 413951 313.95 %
28-01-2008 34.3298 - 358349 258.35 %
28-02-2008 33.2851 - 347444 247.44 %
28-03-2008 28.918 - 301858 201.86 %
28-04-2008 31.2776 - 326489 226.49 %
28-05-2008 30.3037 - 316323 216.32 %
30-06-2008 24.2588 - 253223 153.22 %
28-07-2008 24.8445 - 259337 159.34 %
28-08-2008 24.0514 - 251058 151.06 %
29-09-2008 21.9495 - 229118 129.12 %
29-10-2008 16.3122 - 170273 70.27 %
28-11-2008 16.1946 - 169046 69.05 %
29-12-2008 16.8317 - 175696 75.7 %
28-01-2009 16.0762 - 167810 67.81 %
02-03-2009 15.1605 - 158252 58.25 %
30-03-2009 16.3861 - 171045 71.05 %
28-04-2009 18.4936 - 193044 93.04 %
28-05-2009 24.0308 - 250843 150.84 %
29-06-2009 25.0665 - 261654 161.65 %
28-07-2009 25.567 - 266879 166.88 %
28-08-2009 26.4818 - 276428 176.43 %
29-09-2009 27.7203 - 289356 189.36 %
28-10-2009 27.2647 - 284600 184.6 %
30-11-2009 28.5367 - 297878 197.88 %
29-12-2009 29.4528 - 307441 207.44 %
28-01-2010 27.7044 - 289190 189.19 %
02-03-2010 28.2352 - 294731 194.73 %
29-03-2010 29.56 - 308560 208.56 %
28-04-2010 29.4236 - 307136 207.14 %
28-05-2010 28.3117 - 295529 195.53 %
28-06-2010 29.7501 - 310544 210.54 %
28-07-2010 30.4248 - 317587 217.59 %
30-08-2010 31.5934 - 329785 229.78 %
28-09-2010 33.919 - 354061 254.06 %
28-10-2010 34.1997 - 356991 256.99 %
29-11-2010 33.207 - 346628 246.63 %
28-12-2010 33.1468 - 346000 246.0 %
28-01-2011 30.5198 - 318578 218.58 %
28-02-2011 29.3904 - 306789 206.79 %
28-03-2011 31.1086 - 324724 224.72 %
28-04-2011 31.6464 - 330338 230.34 %
30-05-2011 30.3969 - 317295 217.3 %
28-06-2011 30.8308 - 321825 221.82 %
28-07-2011 30.7988 - 321491 221.49 %
29-08-2011 28.1644 - 293992 193.99 %
28-09-2011 28.0439 - 292734 192.73 %
28-10-2011 29.7256 - 310288 210.29 %
28-11-2011 27.3193 - 285170 185.17 %
28-12-2011 26.3578 - 275134 175.13 %
30-01-2012 28.1176 - 293503 193.5 %
28-02-2012 29.7316 - 310351 210.35 %
28-03-2012 28.7896 - 300518 200.52 %
30-04-2012 28.9842 - 302549 202.55 %
28-05-2012 27.4939 - 286993 186.99 %
28-06-2012 28.2023 - 294387 194.39 %
30-07-2012 28.5794 - 298324 198.32 %
28-08-2012 29.0118 - 302837 202.84 %
28-09-2012 31.1428 - 325081 225.08 %
29-10-2012 30.9245 - 322803 222.8 %
29-11-2012 32.2885 - 337041 237.04 %
28-12-2012 33.1666 - 346207 246.21 %
28-01-2013 33.5303 - 350003 250.0 %
28-02-2013 30.8894 - 322436 222.44 %
28-03-2013 30.3088 - 316376 216.38 %
29-04-2013 31.3042 - 326766 226.77 %
28-05-2013 32.2515 - 336654 236.65 %
28-06-2013 31.063 - 324248 224.25 %
29-07-2013 30.2908 - 316188 216.19 %
28-08-2013 27.1911 - 283832 183.83 %
30-09-2013 29.9373 - 312498 212.5 %
28-10-2013 31.9864 - 333887 233.89 %
28-11-2013 32.7077 - 341416 241.42 %
30-12-2013 33.8205 - 353032 253.03 %
28-01-2014 32.5136 - 339390 239.39 %
28-02-2014 33.5983 - 350713 250.71 %
28-03-2014 36.7158 - 383255 283.25 %
28-04-2014 37.3663 - 390045 290.05 %
28-05-2014 41.1207 - 429235 329.24 %
30-06-2014 43.4741 - 453801 353.8 %
28-07-2014 44.2253 - 461642 361.64 %
28-08-2014 47.222 - 492923 392.92 %
29-09-2014 48.2145 - 503283 403.28 %
28-10-2014 49.8921 - 520794 420.79 %
28-11-2014 53.9852 - 563520 463.52 %
29-12-2014 52.9057 - 552252 452.25 %
28-01-2015 57.9454 - 604858 504.86 %
02-03-2015 59.8961 - 625220 525.22 %
30-03-2015 57.7328 - 602639 502.64 %
28-04-2015 55.7066 - 581489 481.49 %
28-05-2015 56.9942 - 594929 494.93 %
29-06-2015 56.8702 - 593635 493.63 %
28-07-2015 57.4089 - 599258 499.26 %
28-08-2015 55.5518 - 579873 479.87 %
28-09-2015 54.5101 - 568999 469.0 %
28-10-2015 56.2693 - 587362 487.36 %
30-11-2015 55.7493 - 581934 481.93 %
28-12-2015 54.9654 - 573752 473.75 %
28-01-2016 50.7313 - 529554 429.55 %
29-02-2016 47.3214 - 493960 393.96 %
28-03-2016 51.957 - 542349 442.35 %
28-04-2016 54.7524 - 571528 471.53 %
30-05-2016 56.5211 - 589991 489.99 %
28-06-2016 56.9348 - 594309 494.31 %
28-07-2016 60.8014 - 634670 534.67 %
29-08-2016 61.1254 - 638052 538.05 %
28-09-2016 61.9624 - 646789 546.79 %
28-10-2016 62.4333 - 651705 551.71 %
28-11-2016 57.5745 - 600986 500.99 %
28-12-2016 56.1623 - 586245 486.25 %
30-01-2017 61.3321 - 640210 540.21 %
28-02-2017 63.1369 - 659049 559.05 %
28-03-2017 64.4344 - 672593 572.59 %
28-04-2017 66.6071 - 695272 595.27 %
29-05-2017 66.8943 - 698270 598.27 %
28-06-2017 66.9982 - 699355 599.36 %
28-07-2017 70.8965 - 740047 640.05 %
28-08-2017 69.2344 - 722697 622.7 %
28-09-2017 69.4988 - 725457 625.46 %
30-10-2017 73.3627 - 765790 665.79 %
28-11-2017 75.8639 - 791899 691.9 %
28-12-2017 77.0344 - 804117 704.12 %
29-01-2018 79.2663 - 827414 727.41 %
28-02-2018 74.6238 - 778954 678.95 %
28-03-2018 71.8635 - 750141 650.14 %
30-04-2018 75.1743 - 784700 684.7 %
28-05-2018 74.5072 - 777737 677.74 %
28-06-2018 71.2712 - 743958 643.96 %
30-07-2018 74.5666 - 778357 678.36 %
28-08-2018 76.7676 - 801332 701.33 %
28-09-2018 69.8908 - 729549 629.55 %
29-10-2018 66.0772 - 689741 589.74 %
28-11-2018 68.3223 - 713176 613.18 %
28-12-2018 69.7322 - 727894 627.89 %
28-01-2019 67.9984 - 709795 609.79 %
28-02-2019 68.7737 - 717888 617.89 %
28-03-2019 74.7207 - 779966 679.97 %
30-04-2019 74.6807 - 779548 679.55 %
28-05-2019 76.4615 - 798137 698.14 %
28-06-2019 75.168 - 784635 684.63 %
29-07-2019 70.5653 - 736590 636.59 %
28-08-2019 67.8342 - 708081 608.08 %
30-09-2019 70.7762 - 738791 638.79 %
29-10-2019 72.4008 - 755749 655.75 %
28-11-2019 73.4976 - 767198 667.2 %
30-12-2019 73.7655 - 769995 670.0 %
28-01-2020 74.6971 - 779719 679.72 %
28-02-2020 68.8116 - 718284 618.28 %
30-03-2020 51.0171 - 532538 432.54 %
28-04-2020 58.3715 - 609306 509.31 %
28-05-2020 58.952 - 615365 515.37 %
29-06-2020 64.2183 - 670337 570.34 %
28-07-2020 68.5988 - 716063 616.06 %
28-08-2020 73.0366 - 762386 662.39 %
28-09-2020 72.7398 - 759288 659.29 %
28-10-2020 76.8901 - 802611 702.61 %
01-12-2020 86.5656 - 903608 803.61 %
28-12-2020 92.1803 - 962216 862.22 %
28-01-2021 94.5113 - 986548 886.55 %
01-03-2021 101.5891 - 1060429 960.43 %
30-03-2021 99.8544 - 1042322 942.32 %
28-04-2021 101.1698 - 1056052 956.05 %
28-05-2021 104.9237 - 1095237 995.24 %
28-06-2021 108.8296 - 1136008 1036.01 %
28-07-2021 111.0884 - 1159587 1059.59 %
30-08-2021 115.167 - 1202161 1102.16 %
28-09-2021 121.4045 - 1267270 1167.27 %
28-10-2021 122.9121 - 1283007 1183.01 %
29-11-2021 120.0836 - 1253482 1153.48 %
28-12-2021 120.201 - 1254708 1154.71 %
28-01-2022 115.6635 - 1207343 1107.34 %
28-02-2022 110.3746 - 1152136 1052.14 %
28-03-2022 109.2727 - 1140634 1040.63 %
28-04-2022 109.4627 - 1142617 1042.62 %
30-05-2022 104.5914 - 1091768 991.77 %
28-06-2022 102.558 - 1070543 970.54 %
28-07-2022 110.7202 - 1155743 1055.74 %
29-08-2022 117.7084 - 1228689 1128.69 %
28-09-2022 115.5412 - 1206067 1106.07 %
28-10-2022 118.2644 - 1234493 1134.49 %
28-11-2022 123.4665 - 1288794 1188.79 %
28-12-2022 118.9129 - 1241262 1141.26 %
30-01-2023 113.8891 - 1188822 1088.82 %
28-02-2023 118.1251 - 1233039 1133.04 %
28-03-2023 117.5416 - 1226948 1126.95 %
28-04-2023 123.0629 - 1284581 1184.58 %
29-05-2023 130.0279 - 1357285 1257.29 %
28-06-2023 137.3302 - 1433509 1333.51 %
28-07-2023 147.7804 - 1542593 1442.59 %
28-08-2023 149.7688 - 1563349 1463.35 %
29-09-2023 156.3777 - 1632335 1532.34 %
30-10-2023 151.8149 - 1584707 1484.71 %
28-11-2023 164.4097 - 1716176 1616.18 %
28-12-2023 182.1905 - 1901780 1801.78 %
29-01-2024 190.8415 - 1992082 1892.08 %
28-02-2024 197.254 - 2059019 1959.02 %
28-03-2024 197.3408 - 2059925 1959.93 %
29-04-2024 217.0608 - 2265770 2165.77 %
28-05-2024 226.8908 - 2368380 2268.38 %
28-06-2024 243.281 - 2539468 2439.47 %
29-07-2024 250.229 - 2611994 2511.99 %
28-08-2024 254.373 - 2655251 2555.25 %
30-09-2024 257.954 - 2692630 2592.63 %
28-10-2024 244.0969 - 2547984 2447.98 %
28-11-2024 248.5071 - 2594020 2494.02 %
30-12-2024 251.0563 - 2620629 2520.63 %
30-12-2024 251.0563 - 2620629 2520.63 %

RETURNS CALCULATOR for Franklin India Opportunities Fund - Growth

Growth of 10000 In SIP (Fund vs Benchmark)

Amount :
Period :
Start :
End :

Growth of 10000 In LUMPSUM (Fund vs Benchmark)

Amount :
Start :

Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

riskometer

Key Performance and Risk Statistics of Franklin India Opportunities Fund - Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Franklin India Opportunities Fund - Growth 14.87 1.27 9.97 0.97 - -
Equity: Thematic-Others - - - - - -

PEER COMPARISION of Franklin India Opportunities Fund - Growth

Amount :
Start :
End :
Period
Data as on - 27-12-2024
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Franklin India Opportunities Fund - Growth 05-02-2000 38.02 45.27 28.15 27.86 16.85
HDFC Defence Fund - Growth Option 05-06-2023 41.85 0.0 0.0 0.0 0.0
Union Innovation & Opportunities Fund - Regular Plan - Growth Option 06-09-2023 41.51 0.0 0.0 0.0 0.0
HSBC Business Cycles Fund - Regular Growth 20-08-2014 36.86 34.31 24.57 22.77 14.4
ICICI Prudential Innovation Fund - Growth 05-04-2023 29.57 0.0 0.0 0.0 0.0
Edelweiss Recently Listed IPO Fund Regular Plan Growth 16-02-2018 29.5 32.22 12.25 23.68 0.0
Kotak Pioneer Fund- Regular Plan- Growth Option 31-10-2019 29.41 33.06 18.08 23.96 0.0
Quant Momentum Fund - Growth Option - Regular Plan 20-11-2023 28.69 0.0 0.0 0.0 0.0
Axis Innovation Fund - Regular Plan - Growth Option 05-12-2020 28.63 25.74 11.69 0.0 0.0
Kotak Business Cycle Fund-Regular Plan-Growth 05-09-2022 28.57 25.15 0.0 0.0 0.0

PORTFOLIO ANALYSIS of Franklin India Opportunities Fund - Growth

Asset Allocation (%)

Allocation Percentage (%)

Market Cap Distribution

Small Cap

40.43%

Others

6.22%

Large Cap

38.19%

Mid Cap

15.15%

Total

100%