
Franklin India Opportunities Fund
Equity
●
Thematic
Fund Details
- Expense Ratio: A charge to the mutual fund for handling your investments. It's a percentage of the fund's assets used for various expenses like administration and management.
- Exit Load : A fee paid to a mutual fund for leaving the investment early before a set period
- Lock In : Withdrawals are not allowed for this period
Current NAV
₹239.76
Expense Ratio
1.75%
Min SIP
₹500
Fund Size
₹8428Cr
Min Investment
₹5.00K
Lock In
NA
Exit load: 1% on or before 1Y
Fund Performance
- Alpha: Excess returns relative to market benchmark,
- Beta : Volatility of the scheme relative to its market benchmark
- Sharpe Ratio : Risk-adjusted returns
- Risk : Volatility of the fund
Alpha
0.64%
Beta
1.11
Sharpe Ratio
0.326898
Risk
25.75%
Above numbers are based upon past 3 years
Returns Calculator
Would have become
₹1,49,748.59
(3.57)%
| Name | Holding(%) |
| Name | Sector(%) |
| Name | Assets(%) |
- WhiteOak Capital Special Opportunities Fund
- WhiteOak Capital Quality Equity Fund
- Quantum ESG Best In Class Strategy Fund
- Taurus Ethical Fund
- Bandhan Transportation and Logistics Fund
- Franklin India Opportunities Fund
- Quant ESG Integration Strategy Fund
- Aditya Birla Sun Life Manufacturing Equity Fund
- ICICI Prudential Quant Fund
- Kotak Pioneer Fund
- Kotak Special Opportunities Fund
- Bandhan Business Cycle Fund
- Nippon India Active Momentum Fund
- Invesco India Business Cycle Fund
- Aditya Birla Sun Life Conglomerate Fund
- Motilal Oswal Business Cycle Fund
- Motilal Oswal Innovation Opportunities Fund
- Motilal Oswal Special Opportunities Fund
- Baroda BNP Paribas Innovation Fund
- Baroda BNP Paribas Manufacturing Fund
- Tata Business Cycle Fund
- SBI Quant Fund
- Tata India Innovation Fund
- The Wealth Company Ethical Fund
- HSBC India Export Opportunities Fund
- Union Active Momentum Fund
- Motilal Oswal Active Momentum Fund
- DSP Business Cycle Fund
- Canara Robeco Manufacturing Fund
- Nippon India Innovation Fund
- Bank of India Business Cycle Fund
- LIC MF Manufacturing Fund
- HDFC Business Cycle Fund
- Sundaram Multi-Factor Fund
- Quant Manufacturing Fund
- Quant Commodities Fund
- SBI Innovative Opportunities Fund
- SBI Quality Fund
- Motilal Oswal Manufacturing Fund
- SBI PSU Fund
- SBI Equity Minimum Variance Fund
- HDFC Defence Fund
- HDFC Innovation Fund
- Aditya Birla Sun Life PSU Equity Fund
- Aditya Birla Sun Life Special Opportunities Fund
- Invesco India Manufacturing Fund
- Aditya Birla Sun Life Quant Fund
- UTI-Transportation and Logistics Fund
- Union Innovation & Opportunities Fund
- Axis Quant Fund
- Axis Business Cycles Fund
- Axis Innovation Fund
- HSBC Business Cycles Fund
- Baroda BNP Paribas Business Cycle Fund
- Quant Quantamental Fund
- Sundaram Business Cycle Fund
- Kotak Active Momentum Fund
- ICICI Prudential Housing Opportunities Fund
- ICICI Prudential PSU Equity Fund
- Invesco India PSU Equity Fund
- Quant Business Cycle Fund
- Aditya Birla Sun Life Transportation and Logistics Fund
- Shriram Multi Sector Rotation Fund
- Bandhan Innovation Fund
- Motilal Oswal Quant Fund
- Axis Momentum Fund
- ICICI Prudential Conglomerate Fund
- SBI ESG Exclusionary Strategy Fund
- ICICI Prudential Manufacturing Fund
- Baroda BNP Paribas ESG Best-in-class strategy Fund
- HDFC Manufacturing Fund
- Mahindra Manulife Innovation Opportunities Fund
- ICICI Prudential Active Momentum Fund
- Quantum Ethical Fund
- ICICI Prudential Commodities Fund
- Kotak Rural Opportunities Fund
- Invesco India ESG Integration Strategy Fund
- WhiteOak Capital ESG Best-In-Class Strategy Fund
- ITI Business Cycle Fund
- Bandhan Multi-Factor Fund
- Franklin India Multi-Factor Fund
- ICICI Prudential Quality Fund
- ICICI Prudential Equity Minimum Variance Fund
- ICICI Prudential Rural Opportunities Fund
- Nippon India Quant Fund
- Tata Ethical Fund
- Baroda BNP Paribas Business Conglomerates Fund
- UTI Innovation Fund
- Kotak ESG Exclusionary Strategy Fund
- HDFC Housing Opportunities Fund
- Edelweiss Recently Listed IPO Fund
- Edelweiss Business Cycle Fund
- ICICI Prudential Business Cycle Fund
- HDFC Consumption Fund
- Union Business Cycle Fund
- Kotak Manufacture in India Fund
- ICICI Prudential Transportation and Logistics Fund
- 360 ONE Quant Fund
- ICICI Prudential ESG Exclusionary Strategy Fund
- HDFC Transportation and Logistics Fund
R. Janakiraman
Total assets under management
₹114.02L Crores
Date of incorporation
6 Oct 1995
Franklin India Opportunities Fund FAQs
Ans.
- Open the Rupeezy app.
- If you're on the Stocks or F&O screen, switch to the Mutual Funds section.
- Tap on Explore to browse available mutual fund schemes.
- Select the Franklin India Opportunities Fund (or any fund you want to invest in).
- Choose your investment mode: Lumpsum or SIP.
- Enter the investment amount.
- Complete the payment using UPI, Net Banking, or other available options.
Ans. The Franklin India Opportunities Fund has an AUM of ₹8428.48 Cr as on 4/7/2026. The scheme has delivered CAGR returns for the past 3 years against a category average of 17.83%. The risk is Very High against the category average of 63.61.
Ans. Mutual fund taxation depends on the scheme type and investment holding period.
Taxation on equity funds: For equity funds (funds that invest at least 65% of the corpus in Indian stocks), if the holding period is more than 12 months, LTCG (Long Term Capital Gains) tax is applicable. For units sold within 12 months of purchase, STCG (Short Term Capital Gains) Tax is applicable.
LTCG tax on equity-oriented schemes is 12.5% on capital gains over ₹1.25 lakh (as per the latest update in Budget 2024).
STCG tax applicable on the sale of units of equity-oriented mutual fund schemes is 20%.
Ans. There is no lock-in period applicable on Franklin India Opportunities Fund.
Ans. The expense ratio of Franklin India Opportunities Fund is 1.75%.