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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 202643.125
CategorySectoral / Thematic
PlanDirect · Idcw
Launched21 Feb 2000
Risk labelthe scheme's own riskometerVery High
Legal benchmarkSEBI Tier-1Nifty 500
Expense ratiodirect plan, a year0.89%
AUM₹11.7 Cr
Growth of ₹10,000₹15,3762 Sep 2021 to 2 Sep 2026
₹17,616₹15,139₹12,663₹10,187₹7,711Sep 2021Nov 2022Mar 2024Jun 2025Sep 2026
₹15,376 (+9.0% a year) Franklin India Opportunities Fund

Performance (trailing, annualised)

1Y annualised-3.08%
3Y annualised11.24%
5Y annualised8.99%
10Y annualised7.39%

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 ₹1,24,5177.03%
SIP 3Y (₹10,000 a month)invested ₹3,60,000 → worth ₹3,85,6954.53%
SIP 5Y (₹10,000 a month)invested ₹6,00,000 → worth ₹7,87,60310.82%

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

Calendar years

Calendar 202120.98%
Calendar 2022-10.43%
Calendar 202342.18%
Calendar 202427.22%
Calendar 2025-3.87%

Rolling returns

Rolling 1Y · average653 windows since 7 Jan 201412.42%
Rolling 1Y · median3.72%
Rolling 1Y · worst window-37.20%
Rolling 1Y · best window95.90%
Rolling 1Y · windows positive58%
Rolling 3Y · average551 windows since 4 Jan 20169.43%
Rolling 3Y · median10.86%
Rolling 3Y · worst window-15.01%
Rolling 3Y · best window25.51%
Rolling 3Y · windows positive84%
Rolling 5Y · average448 windows since 3 Jan 20188.15%
Rolling 5Y · median7.59%
Rolling 5Y · worst window-10.32%
Rolling 5Y · best window27.12%
Rolling 5Y · windows positive88%

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

Risk

Volatility (3Y)17.19%
Downside deviation (3Y)13.62%
Maximum drawdown-26.71%

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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