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Benchmark Investments

Franklin India Opportunities Fund(G)

very highequity
262.10 3.43(1.33%) NAV as on 10 Jul 2026
6.6 % 1 M
2.94 % 1 Y
23.08 % 3 Y

Growth Chart of the Scheme vis a vis benchmark

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

SCHEME DETAILS

Expenses Ratio :

1.78

As on 31 Mar, 2026
Age :

26 yrs 4 m

Since 21 02 ,2000
Exit Load :

1%

AUM :

9,192.08 Crs

Portfolio Price To Book Value :

6.16

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 Jun 30 ,2026
Debt 0.27 %
Others 8.25 %
Equity 91.48 %

TOP HOLDINGS

Hindustan Aeronautics Ltd.6.15 %
State Bank Of India5.07 %
Reliance Industries Ltd.4.32 %
Amphenol Corp4.26 %
Shriram Finance Ltd.4.20 %
See All Holding

ALLOCATION BY MARKET CAP

ALLOCATION BY SECTOR

Bank - Private9.32
Pharmaceuticals & Drugs7.12
Aerospace & Defense6.15
Bank - Public5.07
Finance - NBFC4.99
See All Sectors

5-YEARS HISTORY

Financial Year2021-20222022-20232023-20242024-20252025-2026
NAV in Rs (as on 31-Mar-2026)111.08121.03197.32227.07223.55
Net Assets(Rs Crores) (as on 31-Mar-2026) 637.51 671.82 2950.35 6046.75 7577.93
Scheme Returns(%)(Absolute)10.547.2863.1613.17-0.87
B'mark Returns(%)(Absolute)NANANANANA
Category Rank41/577/619/825/11958/133

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

Financial Year Q1 Q2 Q3 Q4
2026-202716.06NANANA
2025-202611.140.352.29-13.70
2024-202523.296.03-2.64-9.59
2023-202414.2013.1416.987.86
2022-2023-7.8515.011.201.60

PERFORMANCE COMPARISON WITH SIMILAR SCHEMES

Franklin India Opportunities Fund(G)Very HighEquity262.103.43(1.33%)NAV As on 10 Jul, 202621-Feb-2000Inception Date9,192.08AUM In Cr.2.94%1Y23.08%3Y19.00%5Y13.17%Since Inception
HDFC Defence Fund-Reg(G)Very HighEquity29.440.38(1.32%)NAV As on 10 Jul, 202602-Jun-2023Inception Date10,529.25AUM In Cr.16.89%1Y41.56%3YNA%5Y41.56%Since Inception
SBI PSU Fund-Reg(G)Very HighEquity34.560.53(1.57%)NAV As on 10 Jul, 202607-Jul-2010Inception Date6,683.53AUM In Cr.6.95%1Y26.00%3Y23.20%5Y8.05%Since Inception
Aditya Birla SL PSU Equity Fund-Reg(G)Very HighEquity36.030.56(1.58%)NAV As on 10 Jul, 202630-Dec-2019Inception Date6,018.74AUM In Cr.7.75%1Y23.80%3Y22.80%5Y21.68%Since Inception
Invesco India PSU Equity Fund-Reg(G)Very HighEquity65.431.23(1.92%)NAV As on 10 Jul, 202618-Nov-2009Inception Date1,472.61AUM In Cr.-0.09%1Y22.77%3Y21.30%5Y11.94%Since Inception
Kotak Pioneer Fund-Reg(G)Very HighEquity34.570.52(1.53%)NAV As on 10 Jul, 202631-Oct-2019Inception Date3,873.02AUM In Cr.10.01%1Y19.58%3Y15.50%5Y20.36%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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