Franklin India Opportunities Fund – Invest Online
- Fund type: Open ended.
- Investment plan: Growth.
- Benchmark: S&P BSE 200.
- Load details:
- Entry load: None.
- Exit load: 1.00%.
- Asset breakup:
- Equity: 91.56%
- Cash / Call: 8.43%
- Investment portfolio:
- Banking & Financial Services: 29%
- Automotive: 14%
- Information Technology: 10%
- Telecommunications: 8%
- Cash / Call: 8%
- Engineering & Capital Goods: 7%
- Cement & Construction: 4%
- Pharmaceuticals: 4%
- Conglomerates: 4%
- Oil & Gas: 3%
- Chemicals: 3%
- Tobacco: 2%
- Retail & Real Estate: 2%
- Manufacturing: 2%
- Total asset size: Rs.380.49 crore (as on June 30th, 2015)
- Fund performance:
- Fund performance as compared to peers:
- Top 10 holdings:
The fund provided average returns at an all-time high of 41.2%, a whole 15% above the category average in the 2 year timeframe, and even performed 1.4% better than the category average in the last 6 months, when average returns were -5.8%. The below table illustrates this fund's performance further:
| Category | 6 months | 1 year | 2 years | 3 years | 5 years |
| Fund Returns | -5.8% | 16.3% | 41.2% | 23.3% | 11.6% |
| Category Average | -7.2% | 5.5% | 26.2% | 15.2% | 7.8% |
| Difference of fund returns and category returns | 1.4% | 10.8% | 15.0% | 8.1% | 3.8% |
| Best of category | 3.2% | 21.5% | 44.8% | 29.1% | 13.6% |
| Worst of category | -14.8% | -7.1% | 10.2% | 6.3% | 3.1% |
| Benchmark Returns # | -8.3% | 2.3% | 23.0% | 15.2% | 7.1% |
| Difference of fund returns and benchmark returns | 2.5% | 14.0% | 18.2% | 8.1% | 4.5% |
| Type: Large Cap Funds | 6 months | 1 year | 3 years | 5 years |
| HDFC Top 200 Fund | -10.2% | -1.1% | 17.4% | 9.2% |
| HDFC Top 200 Fund – Direct | -9.9% | -0.5% | n/a | n/a |
| Birla SL Frontline Equity | -7.7% | 8.4% | 21.7% | 12.5% |
| Birla SL Frontline Equity – Direct | -7.3% | 9.3% | n/a | n/a |
| Franklin India Blue Chip – Direct | -4.8% | 10.4% | n/a | n/a |
| Asset % | Value (in Rs. Crore) | Equity | Sector |
| 6.89% | Rs.30.73 crore | HDFC Bank | Banking / Finance |
| 5.28% | Rs.23.54 crore | ICICI Bank | Banking / Finance |
| 5.14% | Rs.22.95 crore | Yes Bank | Banking / Finance |
| 5.08% | Rs.22.66 crore | Larsen | Engineering |
| 3.96% | Rs.17.69 crore | Bharti Airtel | Telecom |
| 3.86% | Rs.17.21 crore | Axis Bank | Banking / Finance |
| 3.56% | Rs.15.88 crore | Amara Raja Batt | Automotive |
| 3.25% | Rs.14.51 crore | Maruti Suzuki | Automotive |
| 3.22% | Rs.14.37 crore | BPCL | Oil & Gas |
| 3.01% | Rs.13.43 crore | Tata Motors | Automotive |
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