Mutual Funds

Franklin India Opportunities Fund(G)
Equity | Very High | Equity - Thematic Fund - Other

259.99 -0.30
NAV(₹) as on 7/11/2025

-0.11%
1D

3.93%
1Y

29.21%
3Y

26.71%
5Y

Franklin India Opportunities Fund(G)
Growth Chart of the Scheme

Scheme Details
Expense Ratio: 1.75	Launch Date: 21 Feb 2000
Exit Load: 1% on or before 1Y	AUM: ₹ 7,766.16 Crs
Lock-in: Nil	Investing Style: Large Growth
Portfolio Price To Book Value: 6.25	Min. Investment: SIP : ₹ 500.0 Lumpsum : ₹ 5,000.0
Scheme Benchmark: NIFTY 500
Fund Manager: R. Janakiraman ,Kiran Sebastian ,Sandeep Manam

FUND OBJECTIVE

To generate capital appreciation by investing in opportunities presented by special situations such as corporate restructuring, Government policy and/or regulatory changes, companies going through temporary unique challenges and other similar instances.

LATEST ASSET & PORTFOLIO ALLOCATION		Debt		Others		Equity
as on 30/9/2025		0.32 %		6.97 %		92.71 %

TOP HOLDINGS

HDFC Bank Ltd.

5.01 %

Reliance Industries Ltd.

4.34 %

Axis Bank Ltd.

4.30 %

Eternal Ltd.

4.00 %

Maruti Suzuki India Ltd.

3.50 %

Mahindra & Mahindra Ltd.

2.82 %

Bharti Airtel Ltd.

2.80 %

Mphasis Ltd.

2.78 %

NTPC Ltd.

2.78 %

Lemon Tree Hotels Ltd.

2.75 %

See All Holding

ALLOCATION BY MARKET CAP (Equity)

ALLOCATION BY RATING (Debt & Others)

ALLOCATION BY SECTOR

Bank - Private

13.20 %

Pharmaceuticals & Drugs

7.20 %

Automobiles - Passenger Cars

6.89 %

IT - Software

6.78 %

Telecommunication - Service

5.71 %

See All Sectors

PORTFOLIO CHARACTERISTICS (Debt)

No Data

5 YEAR HISTORY

Financial Year	2020-21	2021-22	2022-23	2023-24	2024-25
NAV (31/3/2025)	99.36	111.08	121.03	197.32	227.07
Net Assets (Rs Crores)	61,597.28	63,751.12	67,182.06	2,95,034.85	6,04,675.07
Scheme Returns(%)(Absolute)	94.83	10.54	7.28	63.16	13.17
B'mark Returns(%)(Absolute)	NA	NA	NA	NA	NA
Category Rank	7/47	41/57	7/61	9/82	5/119

RISKOMETER
Level of Risk in the Scheme

Clients will understand that their principal will be at Very High risk.

PERFORMANCE COMPARISON WITH SIMILAR SCHEMES

Fund Details	Inception Date	Aum(₹ Crs)	1Y	3Y	5Y	Since Inception
The Wealth Company Ethical Fund-Reg(G) Equity - Thematic Fund - Other \| Very High \| 9.83 +0.00	14/10/2025	₹ 38.9	-	-	-	-1.70%
Motilal Oswal Special Opportunities Fund-Reg(G) Equity - Thematic Fund - Other \| Very High \| 10.64 +0.01	14/8/2025	₹ 54.35	-	-	-	6.38%
WOC ESG Best-In-Class Strategy Fund-Reg(G) Equity - Thematic Fund - Other \| Very High \| 10.54 +0.00	30/10/2024	₹ 71.09	5.24%	-	-	5.28%
Quantum Ethical Fund-Reg(G) Equity - Thematic Fund - Other \| Very High \| 9.76 +-0.01	20/12/2024	₹ 83.15	-	-	-	-2.40%
Motilal Oswal Quant Fund-Reg(G) Equity - Thematic Fund - Other \| Very High \| 9.77 +0.01	6/6/2024	₹ 141.43	-9.73%	-	-	-1.59%
Samco Special Opportunities Fund-Reg(G) Equity - Thematic Fund - Other \| Very High \| 8.75 +0.02	6/6/2024	₹ 160.76	-11.08%	-	-	-8.96%
Motilal Oswal Active Momentum Fund-Reg(G) Equity - Thematic Fund - Other \| Very High \| 12.01 +0.09	17/3/2025	₹ 168.7	-	-	-	20.11%
Shriram Multi Sector Rotation Fund-Reg(G) Equity - Thematic Fund - Other \| Very High \| 7.98 +0.00	9/12/2024	₹ 195.3	-	-	-	-20.22%
Nippon India Active Momentum Fund-Reg(G) Equity - Thematic Fund - Other \| Very High \| 11.88 +0.05	28/2/2025	₹ 254.28	-	-	-	18.79%
Quant Commodities Fund-Reg(G) Equity - Thematic Fund - Other \| Very High \| 13.10 +0.04	27/12/2023	₹ 348.39	-9.86%	-	-	15.59%