Mutual Funds

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

239.76 +9.86
NAV(₹) as on 8/4/2026

4.29%
1D

8.67%
1Y

25.61%
3Y

18.73%
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: ₹ 8,428.48 Crs
Lock-in: Nil	Investing Style: Large Growth
Portfolio Price To Book Value: 4.85	Min. Investment: SIP : ₹ 500.00 Lumpsum : ₹ 5,000.00
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 28/2/2026		0.29 %		1.75 %		97.96 %

TOP HOLDINGS

Axis Bank Ltd.

6.48 %

Oil & Natural Gas Corporation Ltd.

4.37 %

State Bank Of India

4.23 %

NTPC Ltd.

3.59 %

Reliance Industries Ltd.

3.49 %

APL Apollo Tubes Ltd.

3.42 %

HDFC Bank Ltd.

2.96 %

Shriram Finance Ltd.

2.54 %

PG Electroplast Ltd.

2.48 %

Hindustan Aeronautics Ltd.

2.47 %

See All Holding

ALLOCATION BY MARKET CAP (Equity)

ALLOCATION BY RATING (Debt & Others)

ALLOCATION BY SECTOR

Bank - Private

14.31 %

Pharmaceuticals & Drugs

6.19 %

Automobiles - Passenger Cars

5.36 %

Oil Exploration

4.37 %

Bank - Public

4.23 %

See All Sectors

PORTFOLIO CHARACTERISTICS (Debt)

No Data

5 YEAR HISTORY

Financial Year	2021-22	2022-23	2023-24	2024-25	2025-26
NAV (31/3/2026)	111.08	121.03	197.32	227.07	223.55
Net Assets (Rs Crores)	63,751.12	67,182.06	2,95,034.85	6,04,675.07	8,42,847.78
Scheme Returns(%)(Absolute)	10.54	7.28	63.16	13.17	-0.87
B'mark Returns(%)(Absolute)	NA	NA	NA	NA	NA
Category Rank	41/57	7/61	9/82	5/119	58/133

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 \| 9.21 +0.05	14/10/2025	₹ 33.71	-	-	-	-7.93%
WOC ESG Best-In-Class Strategy Fund-Reg(G) Equity - Thematic Fund - Other \| Very High \| 9.54 +-0.04	30/10/2024	₹ 48.84	3.07%	-	-	-3.25%
Motilal Oswal Special Opportunities Fund-Reg(G) Equity - Thematic Fund - Other \| Very High \| 10.12 +0.43	14/8/2025	₹ 65.87	-	-	-	1.24%
Quantum Ethical Fund-Reg(G) Equity - Thematic Fund - Other \| Very High \| 9.14 +0.02	20/12/2024	₹ 88.35	4.34%	-	-	-6.68%
Samco Special Opportunities Fund-Reg(G) Equity - Thematic Fund - Other \| Very High \| 7.68 +-0.02	6/6/2024	₹ 131.97	5.21%	-	-	-13.36%
Motilal Oswal Quant Fund-Reg(G) Equity - Thematic Fund - Other \| Very High \| 9.46 +0.43	6/6/2024	₹ 143.03	13.48%	-	-	-2.95%
Shriram Multi Sector Rotation Fund-Reg(G) Equity - Thematic Fund - Other \| Very High \| 7.51 +-0.03	9/12/2024	₹ 154.99	-0.82%	-	-	-19.37%
Mahindra Manulife Innovation Opportunities Fund-Reg(G) Equity - Thematic Fund - Other \| Very High \| 9.74 +-0.04	30/1/2026	₹ 157.58	-	-	-	-2.61%
Nippon India Active Momentum Fund-Reg(G) Equity - Thematic Fund - Other \| Very High \| 11.56 +0.41	28/2/2025	₹ 362.26	13.16%	-	-	14.02%
Motilal Oswal Active Momentum Fund-Reg(G) Equity - Thematic Fund - Other \| Very High \| 11.31 +0.33	17/3/2025	₹ 369.75	21.36%	-	-	12.35%