Franklin India Opportunities Fund Regular-IDCW

Fund Details

NAV 34.8983

Sub-Type Thematic

Rating Not Rated

Min. SIP Amount ₹500.0

Fund Age(Year) 26.05

Fund Size(in Crores) 8428.47

Fund Performance

1 Month -6.11%

3 Month -4.67%

6 Month -6.05%

1 Year 11.96%

3 Year 26.2%

5 Year 18.5%

Know This Fund

As on 12 Mar 2026

Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.

Equity (72.55%) Market Cap Large Cap 53.77 Small Cap 8.34 Mid Cap 10.44 Top Sectors Financial 21.85 Energy 7.57 Automobile 6.01 Services 5.59 Technology 4.82 Healthcare 4.78 Capital Goods 4.04 Construction 3.74 Communication 3.47 Consumer Staples 3.21 Metals & Mining 3.02 Insurance 1.89 Consumer Discretionary 1.54 Materials 1.02 Top Holding Bharat Heavy Electricals 0.46 Cholamandalam Financial 0.4 CESC 0.39 Radico Khaitan 0.33 Equitas Small Finance Bank 0.59 Fortis Healthcare 0.34 TVS Motor Company - Pref. Shares 0.02 Axis Bank 3.18 Kwality Wall's (India) 0.01 Power Fin. Corp. 0.16 Coal India 0.66 KFin Technologies 0.29 Lupin 1.33 HCL Technologies 0.91 Stanley Lifestyles 0.1 Latent View Analytics 0.14 Voltas 0.8 United Spirits 0.73 NTPC Green Energy 0.32 ACME Solar Holdings 0.2 Larsen & Toubro 3.74 JK Cement 0.16 Bharat Petroleum Corporation 0.28 HDFC Bank 5.17 Bharti Airtel Ltd. - (Partly Paid up Equity Shares (Rights Issue)) 0.53 Delhivery 0.35 SBI Cards 0.51 State Bank of India 2.99 Apollo Hospitals Enterprise 0.77 ICICI Lombard Gen. Insurance 0.39 Info Edge (India) 0.34 Kirloskar Oil Engines 0.55 TVS Motor Company 1.58 UTI Asset Mgmt 1.07 Kei Industries 0.63 Mphasis 0.42 Angel One 0.5 Unicommerce ESolutions 0.34 Hindustan Unilever 1.27 Avenue Supermarts 0.38 Coforge 0.28 NTPC 2.63 Infosys 2.15 Bharti Airtel 2.94 Eternal 0.97 Hindustan Aero 0.89 Kotak Mahindra Bank 0.77 Crompton Greaves Con. Electricals 0.29 Tata Motors 1.06 Trent 0.28 Electronics Mart India 0.24 Vishal Mega Mart 0.42 ICICI Bank 3.55 Bajaj Finance 1.61 Sun Pharmaceutical Industries 1.37 ITC 0.31 Siemens Energy India 0.98 Rainbow Children's 0.62 Tata Steel 1.34 Tube Investments Of India 0.26 Westlife Foodworld 0.11 L&T Fin 1.06 Interglobe Aviation 1.01 PB Fintech 0.6 Tech Mahindra 0.5 Siemens 0.37 Medplus Health Services 0.35 Varun Beverages 0.56 SBI Life Insurance Company 1.5 Swiggy 0.89 Jindal Steel 1.68 Dixon Technologies (India) 0.52 Reliance Industries 2.77 Kaynes Technology India 0.62 JSW Cement 0.2 Mahindra & Mahindra 1.96 Whirlpool Of India 0.35 Samvardhana Motherson 1.13 L&T Technology Services 0.08

Debt & Others (27.46%) Sector Allocation GOI Securities 2.6 State Development Loan 1.83 Net Current Assets 0.25 Debt Credit Ratings AA 4.64 SOV 4.43 AAA 4.4 AA+ 2.06 AA- 1.85 Debt Category Aditya Birla Real Estate 0.61 AU Small Finance Bank 0.12 National Bank Agr. Rur. Devp 0.87 Cube Highways Trust 1.31

Comparison with same funds

Equity, Flexi Cap funds Aditya Birla Sun Life Aggressive Hybrid Omni FoF Regular-Growth Ret 1M -4.5% Ret 1Y 9.14% Ret 3Y 13.04% Ret 5Y 10.5%

Equity, Flexi Cap funds Aditya Birla Sun Life Aggressive Hybrid Omni FoF Regular-IDCW Quarterly Ret 1M -4.5% Ret 1Y 9.14% Ret 3Y 13.04% Ret 5Y 10.5%

Equity, Flexi Cap funds Aditya Birla Sun Life Aggressive Hybrid Omni FoF Regular-IDCW Quarterly Payout Ret 1M -4.5% Ret 1Y 9.14% Ret 3Y 13.04% Ret 5Y 10.5%

Equity, Flexi Cap funds Aditya Birla Sun Life Equity Hybrid '95 Fund Regular-Growth Ret 1M -6.4% Ret 1Y 7.35% Ret 3Y 12.87% Ret 5Y 9.54%

Equity, Flexi Cap funds Aditya Birla Sun Life Equity Hybrid '95 Fund Regular-IDCW Ret 1M -6.4% Ret 1Y 7.35% Ret 3Y 12.87% Ret 5Y 9.54%

Equity, Flexi Cap funds Aditya Birla Sun Life Equity Hybrid '95 Fund Regular-IDCW Reinvestment Ret 1M -6.4% Ret 1Y 7.35% Ret 3Y 12.87% Ret 5Y 9.54%

Equity, Flexi Cap funds Aditya Birla Sun Life Retirement Fund - The 40s Plan Regular-Growth Ret 1M -4.88% Ret 1Y 9.35% Ret 3Y 13.51% Ret 5Y 7.97%

Equity, Flexi Cap funds Aditya Birla Sun Life Retirement Fund - The 40s Plan Regular-IDCW Ret 1M -4.88% Ret 1Y 9.35% Ret 3Y 13.51% Ret 5Y 7.97%

Equity, Flexi Cap funds Aditya Birla Sun Life Retirement Fund - The 40s Plan Regular-IDCW Reinvestment Ret 1M -4.88% Ret 1Y 9.35% Ret 3Y 13.51% Ret 5Y 7.97%

Equity, Flexi Cap funds Axis Aggressive Hybrid Fund Regular-Growth Ret 1M -5.1% Ret 1Y 6.87% Ret 3Y 11.21% Ret 5Y 8.19%

Equity, Flexi Cap funds Axis Aggressive Hybrid Fund Regular-IDCW Monthly Payout Ret 1M -5.1% Ret 1Y 6.87% Ret 3Y 11.21% Ret 5Y 8.19%

Charges & Taxes Expense Ratio

Returns are taxed as per your Income Tax Slab.

Expense Ratio (Inclusive of GST): 1.76%

Exit Load 0%

Stamp Duty 0.005%

Fund Management

The various expenses, charges and taxes associated with your Mutual Fund

R Janakiraman

Education Mr. Janakiraman is a B.E and PGDM (Business Management).

Experience Prior to joining Franklin Templeton Investments, he has worked with Indian Syntans Inv. Pvt. Ltd., Citicorp Information Tech Ltd. and UTI Securities Exchange Ltd.

Sandeep Manam

Education Mr. Manam is a PGDM (IIM-Ahmedabad), B.Tech (Electronics & Communication Engg.)- National Institute of Technology Calicut

Experience Prior to joining Franklin Templeton Asset Management (India) Pvt. Ltd., he has worked with Cognizant Technology Solutions, Shapoorji Pallonji & Company Private Limited.

Kiran Sebastian

Education Mr. Sebastian is a MBA, University of Oxford. B.Tech, University of Calicut.

Experience Prior to joining Franklin Templeton Mutual Fund, he has worked with ARGA Investment Management (India) Pvt. Ltd.

Riskometer

Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.

Principal at very high risk

AMC and Fund details

Rank (total sets) 43

Date of Incorporation 2000-02-21

Total AUM 125019.92

The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.