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OmniAsset › Mutual funds › Franklin India Opportunities Fund

Franklin India Opportunities Fund

Sectoral / Thematic fund benchmarked to Nifty 500. Every figure below is read from one dated snapshot; what the snapshot cannot prove is left out, never estimated.

Latest NAV2 Sep 202637.9305
CategorySectoral / Thematic
PlanRegular · Idcw
Launched21 Feb 2000
Risk labelthe scheme's own riskometerVery High
Legal benchmarkSEBI Tier-1Nifty 500
Expense ratiodirect plan, a year2.09%
AUM₹193 Cr
Growth of ₹10,000₹14,6332 Sep 2021 to 2 Sep 2026
₹17,094₹14,726₹12,358₹9,990₹7,622Sep 2021Nov 2022Mar 2024Jun 2025Sep 2026
₹14,633 (+7.9% a year) Franklin India Opportunities Fund

Performance (trailing, annualised)

1Y annualised-4.02%
3Y annualised10.13%
5Y annualised7.91%
10Y annualised6.25%

Point-to-point from the fund's own published NAV; a period the history does not span is left out.

SIP returns

SIP 1Y (₹10,000 a month)invested ₹1,20,000 → worth ₹1,23,7695.85%
SIP 3Y (₹10,000 a month)invested ₹3,60,000 → worth ₹3,79,2683.41%
SIP 5Y (₹10,000 a month)invested ₹6,00,000 → worth ₹7,66,3329.72%

₹10,000 on the first of every month, valued at the latest NAV, as an annualised rate (XIRR).

Calendar years

Calendar 202119.40%
Calendar 2022-10.88%
Calendar 202341.30%
Calendar 202425.78%
Calendar 2025-4.84%

Rolling returns

Rolling 1Y · average1002 windows since 9 Apr 20077.42%
Rolling 1Y · median0.73%
Rolling 1Y · worst window-59.19%
Rolling 1Y · best window93.30%
Rolling 1Y · windows positive52%
Rolling 3Y · average898 windows since 9 Apr 20096.01%
Rolling 3Y · median5.52%
Rolling 3Y · worst window-22.02%
Rolling 3Y · best window24.44%
Rolling 3Y · windows positive66%
Rolling 5Y · average795 windows since 7 Apr 20115.43%
Rolling 5Y · median6.22%
Rolling 5Y · worst window-11.26%
Rolling 5Y · best window25.85%
Rolling 5Y · windows positive76%

Every window of that length in the published history, so one lucky start date cannot flatter the fund.

Risk

Volatility (3Y)17.09%
Downside deviation (3Y)13.53%
Maximum drawdown-27.76%

Management

Fund managerR. Janakiraman, Kiran Sebastian, Sandeep Manam (dedicated for making investments for Foreign Securities)
Managing since18 Mar 2024

Related

Source: the OmniAsset signed reference snapshot, as of 4 Sep 2026. Figures are deterministic; missing data is withheld, never estimated. See methodology and data sources. Not investment advice.

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