Franklin India Opportunities Fund - Growth

Category: Equity: Thematic-Others
Launch Date: 05-02-2000
Asset Class: Equity
Benchmark: NIFTY 500 TRI
Expense Ratio: 1.87% As on (30-06-2024)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 4,575.97 Cr As on (30-06-2024)
Turn over: 58.25%
NAV as on 25-07-2024

245.887

-0.28 (-0.1127%)

CAGR Since Inception

14.26%

NIFTY 500 TRI 12.89%

PERFORMANCE of Franklin India Opportunities Fund - Growth

Scheme Performance (%)

Data as on - 26-07-2024

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.

MONTHLY LUMPSUM RETURNS ( 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 10438.4134 87056 -12.94 %
29-05-2000 7.42 10438.4134 77453 -22.55 %
29-06-2000 8.7 10438.4134 90814 -9.19 %
31-07-2000 7.58 10438.4134 79123 -20.88 %
29-08-2000 8.19 10438.4134 85491 -14.51 %
29-09-2000 7.5 10438.4134 78288 -21.71 %
30-10-2000 6.53 10438.4134 68163 -31.84 %
29-11-2000 6.8 10438.4134 70981 -29.02 %
29-12-2000 6.28 10438.4134 65553 -34.45 %
29-01-2001 6.78 10438.4134 70772 -29.23 %
28-02-2001 6.46 10438.4134 67432 -32.57 %
28-03-2001 5.33 10438.4134 55637 -44.36 %
30-04-2001 5.1 10438.4134 53236 -46.76 %
28-05-2001 5.74 10438.4134 59916 -40.08 %
28-06-2001 4.89 10438.4134 51044 -48.96 %
30-07-2001 4.7 10438.4134 49061 -50.94 %
28-08-2001 4.77 10438.4134 49791 -50.21 %
28-09-2001 3.47 10438.4134 36221 -63.78 %
29-10-2001 3.87 10438.4134 40397 -59.6 %
28-11-2001 4.5 10438.4134 46973 -53.03 %
28-12-2001 4.63 10438.4134 48330 -51.67 %
28-01-2002 4.8 10438.4134 50104 -49.9 %
28-02-2002 5.03 10438.4134 52505 -47.49 %
28-03-2002 5.14 10438.4134 53653 -46.35 %
29-04-2002 4.93 10438.4134 51461 -48.54 %
28-05-2002 4.62 10438.4134 48225 -51.78 %
28-06-2002 4.65 10438.4134 48539 -51.46 %
29-07-2002 4.27 10438.4134 44572 -55.43 %
28-08-2002 4.44 10438.4134 46347 -53.65 %
30-09-2002 4.4 10438.4134 45929 -54.07 %
28-10-2002 4.19 10438.4134 43737 -56.26 %
28-11-2002 4.78 10438.4134 49896 -50.1 %
30-12-2002 5.01 10438.4134 52296 -47.7 %
28-01-2003 4.69 10438.4134 48956 -51.04 %
28-02-2003 4.89 10438.4134 51044 -48.96 %
28-03-2003 4.67 10438.4134 48747 -51.25 %
28-04-2003 4.23 10438.4134 44154 -55.85 %
28-05-2003 4.39 10438.4134 45825 -54.17 %
30-06-2003 4.84 10438.4134 50522 -49.48 %
28-07-2003 5.29 10438.4134 55219 -44.78 %
28-08-2003 6.01 10438.4134 62735 -37.27 %
29-09-2003 6.57 10438.4134 68580 -31.42 %
28-10-2003 6.88 10438.4134 71816 -28.18 %
28-11-2003 8.0 10438.4134 83507 -16.49 %
29-12-2003 9.2 10438.4134 96033 -3.97 %
28-01-2004 9.13 10438.4134 95303 -4.7 %
01-03-2004 8.89 10438.4134 92797 -7.2 %
29-03-2004 8.59 10438.4134 89666 -10.33 %
28-04-2004 8.87 10438.4134 92589 -7.41 %
28-05-2004 7.8 10438.4134 81420 -18.58 %
28-06-2004 8.12 10438.4134 84760 -15.24 %
28-07-2004 8.35 10438.4134 87161 -12.84 %
30-08-2004 8.75 10438.4134 91336 -8.66 %
28-09-2004 9.02 10438.4134 94154 -5.85 %
28-10-2004 9.63 10438.4134 100522 0.52 %
29-11-2004 10.62 10438.4134 110856 10.86 %
28-12-2004 11.48 10438.4134 119833 19.83 %
28-01-2005 11.06 10438.4134 115449 15.45 %
28-02-2005 11.47 10438.4134 119729 19.73 %
28-03-2005 10.89 10438.4134 113674 13.67 %
28-04-2005 11.18 10438.4134 116701 16.7 %
30-05-2005 12.03 10438.4134 125574 25.57 %
28-06-2005 12.54 10438.4134 130898 30.9 %
29-07-2005 14.13 10438.4134 147495 47.49 %
29-08-2005 15.08 10438.4134 157411 57.41 %
28-09-2005 15.75 10438.4134 164405 64.41 %
28-10-2005 13.9 10438.4134 145094 45.09 %
28-11-2005 16.27 10438.4134 169833 69.83 %
28-12-2005 16.62 10438.4134 173486 73.49 %
30-01-2006 17.57 10438.4134 183403 83.4 %
28-02-2006 18.75 10438.4134 195720 95.72 %
28-03-2006 20.55 10438.4134 214509 114.51 %
28-04-2006 23.29 10438.4134 243111 143.11 %
29-05-2006 20.84 10438.4134 217537 117.54 %
28-06-2006 17.54 10438.4134 183090 83.09 %
28-07-2006 18.83 10438.4134 196555 96.56 %
28-08-2006 21.7 10438.4134 226514 126.51 %
28-09-2006 22.71 10438.4134 237056 137.06 %
30-10-2006 24.31 10438.4134 253758 153.76 %
28-11-2006 26.25 10438.4134 274008 174.01 %
28-12-2006 26.35 10438.4134 275052 175.05 %
29-01-2007 27.42 10438.4134 286221 186.22 %
28-02-2007 23.91 10438.4134 249582 149.58 %
28-03-2007 23.69 10438.4134 247286 147.29 %
30-04-2007 25.7029 10438.4134 268297 168.3 %
28-05-2007 27.5116 10438.4134 287177 187.18 %
28-06-2007 28.5189 10438.4134 297692 197.69 %
30-07-2007 29.0228 10438.4134 302952 202.95 %
28-08-2007 27.9542 10438.4134 291797 191.8 %
28-09-2007 31.6183 10438.4134 330045 230.05 %
29-10-2007 35.8559 10438.4134 374279 274.28 %
28-11-2007 35.101 10438.4134 366399 266.4 %
28-12-2007 39.6565 10438.4134 413951 313.95 %
28-01-2008 34.3298 10438.4134 358349 258.35 %
28-02-2008 33.2851 10438.4134 347444 247.44 %
28-03-2008 28.918 10438.4134 301858 201.86 %
28-04-2008 31.2776 10438.4134 326489 226.49 %
28-05-2008 30.3037 10438.4134 316323 216.32 %
30-06-2008 24.2588 10438.4134 253223 153.22 %
28-07-2008 24.8445 10438.4134 259337 159.34 %
28-08-2008 24.0514 10438.4134 251058 151.06 %
29-09-2008 21.9495 10438.4134 229118 129.12 %
29-10-2008 16.3122 10438.4134 170273 70.27 %
28-11-2008 16.1946 10438.4134 169046 69.05 %
29-12-2008 16.8317 10438.4134 175696 75.7 %
28-01-2009 16.0762 10438.4134 167810 67.81 %
02-03-2009 15.1605 10438.4134 158252 58.25 %
30-03-2009 16.3861 10438.4134 171045 71.05 %
28-04-2009 18.4936 10438.4134 193044 93.04 %
28-05-2009 24.0308 10438.4134 250843 150.84 %
29-06-2009 25.0665 10438.4134 261654 161.65 %
28-07-2009 25.567 10438.4134 266879 166.88 %
28-08-2009 26.4818 10438.4134 276428 176.43 %
29-09-2009 27.7203 10438.4134 289356 189.36 %
28-10-2009 27.2647 10438.4134 284600 184.6 %
30-11-2009 28.5367 10438.4134 297878 197.88 %
29-12-2009 29.4528 10438.4134 307441 207.44 %
28-01-2010 27.7044 10438.4134 289190 189.19 %
02-03-2010 28.2352 10438.4134 294731 194.73 %
29-03-2010 29.56 10438.4134 308560 208.56 %
28-04-2010 29.4236 10438.4134 307136 207.14 %
28-05-2010 28.3117 10438.4134 295529 195.53 %
28-06-2010 29.7501 10438.4134 310544 210.54 %
28-07-2010 30.4248 10438.4134 317587 217.59 %
30-08-2010 31.5934 10438.4134 329785 229.78 %
28-09-2010 33.919 10438.4134 354061 254.06 %
28-10-2010 34.1997 10438.4134 356991 256.99 %
29-11-2010 33.207 10438.4134 346628 246.63 %
28-12-2010 33.1468 10438.4134 346000 246.0 %
28-01-2011 30.5198 10438.4134 318578 218.58 %
28-02-2011 29.3904 10438.4134 306789 206.79 %
28-03-2011 31.1086 10438.4134 324724 224.72 %
28-04-2011 31.6464 10438.4134 330338 230.34 %
30-05-2011 30.3969 10438.4134 317295 217.3 %
28-06-2011 30.8308 10438.4134 321825 221.82 %
28-07-2011 30.7988 10438.4134 321491 221.49 %
29-08-2011 28.1644 10438.4134 293992 193.99 %
28-09-2011 28.0439 10438.4134 292734 192.73 %
28-10-2011 29.7256 10438.4134 310288 210.29 %
28-11-2011 27.3193 10438.4134 285170 185.17 %
28-12-2011 26.3578 10438.4134 275134 175.13 %
30-01-2012 28.1176 10438.4134 293503 193.5 %
28-02-2012 29.7316 10438.4134 310351 210.35 %
28-03-2012 28.7896 10438.4134 300518 200.52 %
30-04-2012 28.9842 10438.4134 302549 202.55 %
28-05-2012 27.4939 10438.4134 286993 186.99 %
28-06-2012 28.2023 10438.4134 294387 194.39 %
30-07-2012 28.5794 10438.4134 298324 198.32 %
28-08-2012 29.0118 10438.4134 302837 202.84 %
28-09-2012 31.1428 10438.4134 325081 225.08 %
29-10-2012 30.9245 10438.4134 322803 222.8 %
29-11-2012 32.2885 10438.4134 337041 237.04 %
28-12-2012 33.1666 10438.4134 346207 246.21 %
28-01-2013 33.5303 10438.4134 350003 250.0 %
28-02-2013 30.8894 10438.4134 322436 222.44 %
28-03-2013 30.3088 10438.4134 316376 216.38 %
29-04-2013 31.3042 10438.4134 326766 226.77 %
28-05-2013 32.2515 10438.4134 336654 236.65 %
28-06-2013 31.063 10438.4134 324248 224.25 %
29-07-2013 30.2908 10438.4134 316188 216.19 %
28-08-2013 27.1911 10438.4134 283832 183.83 %
30-09-2013 29.9373 10438.4134 312498 212.5 %
28-10-2013 31.9864 10438.4134 333887 233.89 %
28-11-2013 32.7077 10438.4134 341416 241.42 %
30-12-2013 33.8205 10438.4134 353032 253.03 %
28-01-2014 32.5136 10438.4134 339390 239.39 %
28-02-2014 33.5983 10438.4134 350713 250.71 %
28-03-2014 36.7158 10438.4134 383255 283.25 %
28-04-2014 37.3663 10438.4134 390045 290.05 %
28-05-2014 41.1207 10438.4134 429235 329.24 %
30-06-2014 43.4741 10438.4134 453801 353.8 %
28-07-2014 44.2253 10438.4134 461642 361.64 %
28-08-2014 47.222 10438.4134 492923 392.92 %
29-09-2014 48.2145 10438.4134 503283 403.28 %
28-10-2014 49.8921 10438.4134 520794 420.79 %
28-11-2014 53.9852 10438.4134 563520 463.52 %
29-12-2014 52.9057 10438.4134 552252 452.25 %
28-01-2015 57.9454 10438.4134 604858 504.86 %
02-03-2015 59.8961 10438.4134 625220 525.22 %
30-03-2015 57.7328 10438.4134 602639 502.64 %
28-04-2015 55.7066 10438.4134 581489 481.49 %
28-05-2015 56.9942 10438.4134 594929 494.93 %
29-06-2015 56.8702 10438.4134 593635 493.63 %
28-07-2015 57.4089 10438.4134 599258 499.26 %
28-08-2015 55.5518 10438.4134 579873 479.87 %
28-09-2015 54.5101 10438.4134 568999 469.0 %
28-10-2015 56.2693 10438.4134 587362 487.36 %
30-11-2015 55.7493 10438.4134 581934 481.93 %
28-12-2015 54.9654 10438.4134 573752 473.75 %
28-01-2016 50.7313 10438.4134 529554 429.55 %
29-02-2016 47.3214 10438.4134 493960 393.96 %
28-03-2016 51.957 10438.4134 542349 442.35 %
28-04-2016 54.7524 10438.4134 571528 471.53 %
30-05-2016 56.5211 10438.4134 589991 489.99 %
28-06-2016 56.9348 10438.4134 594309 494.31 %
28-07-2016 60.8014 10438.4134 634670 534.67 %
29-08-2016 61.1254 10438.4134 638052 538.05 %
28-09-2016 61.9624 10438.4134 646789 546.79 %
28-10-2016 62.4333 10438.4134 651705 551.71 %
28-11-2016 57.5745 10438.4134 600986 500.99 %
28-12-2016 56.1623 10438.4134 586245 486.25 %
30-01-2017 61.3321 10438.4134 640210 540.21 %
28-02-2017 63.1369 10438.4134 659049 559.05 %
28-03-2017 64.4344 10438.4134 672593 572.59 %
28-04-2017 66.6071 10438.4134 695272 595.27 %
29-05-2017 66.8943 10438.4134 698270 598.27 %
28-06-2017 66.9982 10438.4134 699355 599.36 %
28-07-2017 70.8965 10438.4134 740047 640.05 %
28-08-2017 69.2344 10438.4134 722697 622.7 %
28-09-2017 69.4988 10438.4134 725457 625.46 %
30-10-2017 73.3627 10438.4134 765790 665.79 %
28-11-2017 75.8639 10438.4134 791899 691.9 %
28-12-2017 77.0344 10438.4134 804117 704.12 %
29-01-2018 79.2663 10438.4134 827414 727.41 %
28-02-2018 74.6238 10438.4134 778954 678.95 %
28-03-2018 71.8635 10438.4134 750141 650.14 %
30-04-2018 75.1743 10438.4134 784700 684.7 %
28-05-2018 74.5072 10438.4134 777737 677.74 %
28-06-2018 71.2712 10438.4134 743958 643.96 %
30-07-2018 74.5666 10438.4134 778357 678.36 %
28-08-2018 76.7676 10438.4134 801332 701.33 %
28-09-2018 69.8908 10438.4134 729549 629.55 %
29-10-2018 66.0772 10438.4134 689741 589.74 %
28-11-2018 68.3223 10438.4134 713176 613.18 %
28-12-2018 69.7322 10438.4134 727894 627.89 %
28-01-2019 67.9984 10438.4134 709795 609.79 %
28-02-2019 68.7737 10438.4134 717888 617.89 %
28-03-2019 74.7207 10438.4134 779966 679.97 %
30-04-2019 74.6807 10438.4134 779548 679.55 %
28-05-2019 76.4615 10438.4134 798137 698.14 %
28-06-2019 75.168 10438.4134 784635 684.63 %
29-07-2019 70.5653 10438.4134 736590 636.59 %
28-08-2019 67.8342 10438.4134 708081 608.08 %
30-09-2019 70.7762 10438.4134 738791 638.79 %
29-10-2019 72.4008 10438.4134 755749 655.75 %
28-11-2019 73.4976 10438.4134 767198 667.2 %
30-12-2019 73.7655 10438.4134 769995 670.0 %
28-01-2020 74.6971 10438.4134 779719 679.72 %
28-02-2020 68.8116 10438.4134 718284 618.28 %
30-03-2020 51.0171 10438.4134 532538 432.54 %
28-04-2020 58.3715 10438.4134 609306 509.31 %
28-05-2020 58.952 10438.4134 615365 515.37 %
29-06-2020 64.2183 10438.4134 670337 570.34 %
28-07-2020 68.5988 10438.4134 716063 616.06 %
28-08-2020 73.0366 10438.4134 762386 662.39 %
28-09-2020 72.7398 10438.4134 759288 659.29 %
28-10-2020 76.8901 10438.4134 802611 702.61 %
01-12-2020 86.5656 10438.4134 903608 803.61 %
28-12-2020 92.1803 10438.4134 962216 862.22 %
28-01-2021 94.5113 10438.4134 986548 886.55 %
01-03-2021 101.5891 10438.4134 1060429 960.43 %
30-03-2021 99.8544 10438.4134 1042322 942.32 %
28-04-2021 101.1698 10438.4134 1056052 956.05 %
28-05-2021 104.9237 10438.4134 1095237 995.24 %
28-06-2021 108.8296 10438.4134 1136008 1036.01 %
28-07-2021 111.0884 10438.4134 1159587 1059.59 %
30-08-2021 115.167 10438.4134 1202161 1102.16 %
28-09-2021 121.4045 10438.4134 1267270 1167.27 %
28-10-2021 122.9121 10438.4134 1283007 1183.01 %
29-11-2021 120.0836 10438.4134 1253482 1153.48 %
28-12-2021 120.201 10438.4134 1254708 1154.71 %
28-01-2022 115.6635 10438.4134 1207343 1107.34 %
28-02-2022 110.3746 10438.4134 1152136 1052.14 %
28-03-2022 109.2727 10438.4134 1140634 1040.63 %
28-04-2022 109.4627 10438.4134 1142617 1042.62 %
30-05-2022 104.5914 10438.4134 1091768 991.77 %
28-06-2022 102.558 10438.4134 1070543 970.54 %
28-07-2022 110.7202 10438.4134 1155743 1055.74 %
29-08-2022 117.7084 10438.4134 1228689 1128.69 %
28-09-2022 115.5412 10438.4134 1206067 1106.07 %
28-10-2022 118.2644 10438.4134 1234493 1134.49 %
28-11-2022 123.4665 10438.4134 1288794 1188.79 %
28-12-2022 118.9129 10438.4134 1241262 1141.26 %
30-01-2023 113.8891 10438.4134 1188822 1088.82 %
28-02-2023 118.1251 10438.4134 1233039 1133.04 %
28-03-2023 117.5416 10438.4134 1226948 1126.95 %
28-04-2023 123.0629 10438.4134 1284581 1184.58 %
29-05-2023 130.0279 10438.4134 1357285 1257.29 %
28-06-2023 137.3302 10438.4134 1433509 1333.51 %
28-07-2023 147.7804 10438.4134 1542593 1442.59 %
28-08-2023 149.7688 10438.4134 1563349 1463.35 %
29-09-2023 156.3777 10438.4134 1632335 1532.34 %
30-10-2023 151.8149 10438.4134 1584707 1484.71 %
28-11-2023 164.4097 10438.4134 1716176 1616.18 %
28-12-2023 182.1905 10438.4134 1901780 1801.78 %
29-01-2024 190.8415 10438.4134 1992082 1892.08 %
28-02-2024 197.254 10438.4134 2059019 1959.02 %
28-03-2024 197.3408 10438.4134 2059925 1959.93 %
29-04-2024 217.0608 10438.4134 2265770 2165.77 %
28-05-2024 226.8908 10438.4134 2368380 2268.38 %
28-06-2024 243.281 10438.4134 2539468 2439.47 %
26-07-2024 249.8232 10438.4134 2607758 2507.76 %

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 1.45 10.04 0.96 - -
Equity: Thematic-Others - - - - - -

PEER COMPARISION of Franklin India Opportunities Fund - Growth

Amount :
Start :
End :
Period
Data as on - 26-07-2024
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 67.87 49.74 29.99 28.05 18.66
HDFC Defence Fund - Growth Option 05-06-2023 116.77 0.0 0.0 0.0 0.0
Quant Business Cycle Fund - Growth Option - Regular Plan 30-05-2023 66.75 0.0 0.0 0.0 0.0
ICICI Prudential Innovation Fund - Growth 27-04-2023 54.54 0.0 0.0 0.0 0.0
HDFC Housing Opportunities Fund - Growth Option 06-12-2017 54.0 41.4 25.82 21.11 0.0
Samco Active Momentum Fund - Regular Plan - Growth Option 05-07-2023 49.75 0.0 0.0 0.0 0.0
HSBC Business Cycles Fund - Regular Growth 20-08-2014 49.08 36.62 25.73 23.22 0.0
Taurus Ethical Fund - Regular Plan - Growth 06-04-2009 47.86 30.54 18.86 22.78 15.03
Tata Business Cycle Fund-Regular Plan-Growth 04-08-2021 47.12 38.29 0.0 0.0 0.0
SBI Magnum Comma Fund - Regular Plan - Growth 05-08-2005 46.69 28.71 15.06 24.1 15.15

PORTFOLIO ANALYSIS of Franklin India Opportunities Fund - Growth

Asset Allocation (%)

Allocation Percentage (%)

Market Cap Distribution

Small Cap

46.93%

Others

2.06%

Large Cap

38.87%

Mid Cap

6.45%

Total

100%