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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 2026295.7154
CategorySectoral / Thematic
PlanDirect · Growth
Launched21 Feb 2000
Risk labelthe scheme's own riskometerVery High
Legal benchmarkSEBI Tier-1Nifty 500
Expense ratiodirect plan, a year0.89%
AUM₹966 Cr
Growth of ₹10,000₹23,6862 Sep 2021 to 2 Sep 2026
₹24,082₹20,141₹16,201₹12,261₹8,321Sep 2021Nov 2022Mar 2024Jun 2025Sep 2026
₹23,686 (+18.8% a year) Franklin India Opportunities Fund

Performance (trailing, annualised)

1Y annualised5.30%
3Y annualised21.21%
5Y annualised18.82%
10Y annualised16.62%

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 ₹1,26,1859.66%
SIP 3Y (₹10,000 a month)invested ₹3,60,000 → worth ₹4,30,39911.94%
SIP 5Y (₹10,000 a month)invested ₹6,00,000 → worth ₹9,87,29320.01%

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

Calendar years

Calendar 202130.55%
Calendar 2022-1.20%
Calendar 202354.87%
Calendar 202439.17%
Calendar 20254.43%

Rolling returns

Rolling 1Y · average653 windows since 7 Jan 201421.49%
Rolling 1Y · median12.08%
Rolling 1Y · worst window-32.00%
Rolling 1Y · best window106.71%
Rolling 1Y · windows positive83%
Rolling 3Y · average551 windows since 4 Jan 201618.59%
Rolling 3Y · median19.28%
Rolling 3Y · worst window-7.65%
Rolling 3Y · best window37.47%
Rolling 3Y · windows positive96%
Rolling 5Y · average448 windows since 3 Jan 201817.14%
Rolling 5Y · median16.49%
Rolling 5Y · worst window-2.33%
Rolling 5Y · best window37.80%
Rolling 5Y · windows positive99%

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

Risk

Volatility (3Y)15.08%
Downside deviation (3Y)10.86%
Maximum drawdown-18.05%

Management

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

What it holds

SecurityWeight
Hindustan Aeronautics Ltd6.1%
State Bank of India5.1%
Reliance Industries Ltd4.3%
Amphenol Corp Forgn. Eq (APH)4.3%
Shriram Transport Finance Company Ltd4.2%
AIA Engineering Ltd3.5%
Syrma SGS Technology Ltd3.5%
Kirloskar Oil Engines Ltd3.3%
APL Apollo Tubes Ltd3.2%
Mankind Pharma Ltd.3.2%
SectorWeight
Industrials27.1%
Financial23.0%
Healthcare10.6%
Consumer Discretionary8.8%
Technology8.7%

Portfolio disclosed: 91.8% by weight.

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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