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Benchmark Investments

Franklin India Opportunities Fund(G)

very highequity
236.23 -0.45(-0.19%) NAV as on 02 May 2025
3.74 % 1 M
7.97 % 1 Y
29.91 % 3 Y

Growth Chart of the Scheme vis a vis benchmark

  • 1W
  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
  • 10Y

SCHEME DETAILS

Expenses Ratio :

1.79

As on 31 Mar, 2025
Age :

25 yrs 2 m

Since 21 02 ,2000
Exit Load :

1%

AUM :

6,046.75 Crs

Portfolio Price To Book Value :

6.3

Investing Style :

Large Growth

Min. Investment :

SIP 500 & Lumpsum 5000

Category :

thematic fund

Fund Manager :

R. Janakiraman,Kiran Sebastian,Sandeep Manam

Launch Date :

21-Feb-00

Scheme Benchmark :

NA

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.

RISKOMETER Level of Risk in the Scheme

Investors understand that their principal will be at very high risk

LATEST ASSET & PORTFOLIO ALLOCATION

as on Mar 31 ,2025
Debt 0.41 %
Others 10.08 %
Equity 89.51 %

TOP HOLDINGS

HDFC Bank Ltd.6.18 %
Reliance Industries Ltd.4.19 %
Bharti Airtel Ltd.3.85 %
Hindustan Unilever Ltd.3.00 %
Mphasis Ltd.2.94 %
See All Holding

ALLOCATION BY MARKET CAP

ALLOCATION BY SECTOR

Bank - Private8.74
IT - Software8.57
Pharmaceuticals & Drugs6.14
Telecommunication - Service Provider5.40
Household & Personal Products4.89
See All Sectors

5-YEARS HISTORY

Financial Year2020-20212021-20222022-20232023-20242024-2025
NAV in Rs (as on 31-Mar-2025)99.36111.08121.03197.32227.07
Net Assets(Rs Crores) (as on 31-Mar-2025) 615.97 637.51 671.82 2950.35 6046.75
Scheme Returns(%)(Absolute)94.8310.547.2863.1613.17
B'mark Returns(%)(Absolute)NANANANANA
Category Rank7/4741/577/619/825/119

Quarterly Performance - Last 5 Years (Absolute Ret. In %)

Financial Year Q1 Q2 Q3 Q4
2024-202523.296.03-2.64-9.59
2023-202414.2013.1416.987.86
2022-2023-7.8515.011.201.60
2021-20229.0211.040.92-8.49
2020-202121.9812.5529.736.13

PERFORMANCE COMPARISON WITH SIMILAR SCHEMES

Franklin India Opportunities Fund(G)Very HighEquity236.23-0.45(-0.19%)NAV As on 02 May, 202521-Feb-2000Inception Date6,046.75AUM In Cr.7.97%1Y29.91%3Y31.22%5Y13.36%Since Inception
Invesco India PSU Equity Fund(G)Very HighEquity59.74-0.14(-0.23%)NAV As on 02 May, 202518-Nov-2009Inception Date1,217.40AUM In Cr.-1.03%1Y30.42%3Y28.46%5Y12.25%Since Inception
ICICI Pru India Opp Fund(G)Very HighEquity34.41-0.01(-0.03%)NAV As on 02 May, 202515-Jan-2019Inception Date25,696.42AUM In Cr.13.34%1Y24.04%3Y32.84%5Y21.68%Since Inception
360 ONE Quant Fund-Reg(G)Very HighEquity18.38-0.10(-0.56%)NAV As on 02 May, 202529-Nov-2021Inception Date631.71AUM In Cr.7.02%1Y23.58%3YNA%5Y19.45%Since Inception
UTI Transportation & Logistics Fund-Reg(G)Very HighEquity240.530.28(0.12%)NAV As on 02 May, 202516-Apr-2004Inception Date3,163.31AUM In Cr.-2.86%1Y21.90%3Y28.69%5Y16.30%Since Inception

BENCHMARK INVESTMENTS

Benchmark Investments, 6 Sector II Shanti Niketan, Govindpura Bhopal, Bhopal-462023, India. +91-755-4938282/+91-9826310337 hello@benchmarkinvestments.in.
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Mutual fund and other investments are always subject to market risks. Please read all, Scheme Information Documents (SID), Key Information Memorandum (KIM), Addendums(if any) issued there to from time to time and any other related documents or information carefully before investing. Past performance is not indicative or assurance of future performance or returns. Please consider your specific investment requirements before choosing a fund.

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