
Franklin India Opportunities Fund
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
₹274.20
Expense Ratio
0.49%
Min SIP
₹500
Fund Size
₹8724Cr
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
0.83%
Beta
1.11
Sharpe Ratio
0.325287
Risk
23.32%
Above numbers are based upon past 3 years
Returns Calculator
Would have become
₹1,49,748.59
(-0.66)%
| Name | Holding(%) |
| Name | Sector(%) |
| Name | Assets(%) |
- Axis Quant Fund
- Axis Business Cycles Fund
- Kotak Active Momentum Fund
- Kotak Rural Opportunities Fund
- HSBC Business Cycles Fund
- Tata Ethical Fund
- Bandhan Innovation Fund
- HDFC Consumption Fund
- SBI ESG Exclusionary Strategy Fund
- SBI Innovative Opportunities Fund
- Tata Business Cycle Fund
- Quant ESG Integration Strategy Fund
- LIC MF Manufacturing Fund
- Motilal Oswal Special Opportunities Fund
- Invesco India Manufacturing Fund
- Tata India Innovation Fund
- The Wealth Company Ethical Fund
- HSBC India Export Opportunities Fund
- Invesco India PSU Equity Fund
- Union Active Momentum Fund
- ICICI Prudential Transportation and Logistics Fund
- ICICI Prudential Manufacturing Fund
- Shriram Multi Sector Rotation Fund
- Qsif Sector Rotation Long-Short Fund
- Aditya Birla Sun Life Manufacturing Equity Fund
- Canara Robeco Manufacturing Fund
- WhiteOak Capital ESG Best-In-Class Strategy Fund
- SBI PSU Fund
- UTI-Transportation and Logistics Fund
- UTI Innovation Fund
- Invesco India Business Cycle Fund
- Aditya Birla Sun Life Quant Fund
- Axis Innovation Fund
- Motilal Oswal Quant Fund
- Baroda BNP Paribas Innovation Fund
- Sundaram Business Cycle Fund
- HDFC Housing Opportunities Fund
- Baroda BNP Paribas Business Cycle Fund
- Aditya Birla Sun Life PSU Equity Fund
- Union Innovation & Opportunities Fund
- Motilal Oswal Manufacturing Fund
- ITI Business Cycle Fund
- Edelweiss Recently Listed IPO Fund
- Aditya Birla Sun Life Transportation and Logistics Fund
- Motilal Oswal Innovation Opportunities Fund
- Quant Manufacturing Fund
- ICICI Prudential Conglomerate Fund
- Motilal Oswal Business Cycle Fund
- Bank of India Business Cycle Fund
- Aditya Birla Sun Life Business Cycle Fund
- Quantum Ethical Fund
- Invesco India ESG Integration Strategy Fund
- Quant Quantamental Fund
- ICICI Prudential Commodities Fund
- DSP Business Cycle Fund
- ICICI Prudential PSU Equity Fund
- Kotak Manufacture in India Fund
- SBI Equity Minimum Variance Fund
- WhiteOak Capital Special Opportunities Fund
- ICICI Prudential ESG Exclusionary Strategy Fund
- Bandhan Business Cycle Fund
- Mahindra Manulife Manufacturing Fund
- Quant Business Cycle Fund
- Kotak Special Opportunities Fund
- Axis Momentum Fund
- HDFC Manufacturing Fund
- HDFC Innovation Fund
- SBI Quant Fund
- Nippon India Quant Fund
- 360 ONE Quant Fund
- Taurus Ethical Fund
- Franklin India Opportunities Fund
- ICICI Prudential Business Cycle Fund
- Kotak ESG Exclusionary Strategy Fund
- Kotak Pioneer Fund
- Quantum ESG Best In Class Strategy Fund
- HDFC Business Cycle Fund
- SBI Quality Fund
- ICICI Prudential Housing Opportunities Fund
- HDFC Defence Fund
- Kotak Transportation & Logistics Fund
- Aditya Birla Sun Life Special Opportunities Fund
- Baroda BNP Paribas Business Conglomerates Fund
- ICICI Prudential Quant Fund
- Bandhan Transportation and Logistics Fund
- ICICI Prudential Active Momentum Fund
- Baroda BNP Paribas ESG Best-in-class strategy 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
- Aditya Birla Sun Life Conglomerate Fund
- Nippon India Innovation Fund
- HDFC Transportation and Logistics Fund
- Edelweiss Business Cycle Fund
- Quant Commodities Fund
- WhiteOak Capital Quality Equity Fund
- Union Business Cycle Fund
- Nippon India Active Momentum Fund
R. Janakiraman
Total assets under management
₹114.02L Crores
Date of incorporation
6 Oct 1995
Franklin India Opportunities Fund
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 ₹8723.81 Cr as on 6/9/2026. The scheme has delivered CAGR returns for the past 3 years against a category average of 16.08%. The risk is Very High against the category average of 56.39.
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 0.49%.