
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
₹288.11
Total Expense Ratio
0.9%
Base Expense Ratio
NA
Min SIP
₹500
Fund Size
₹9192Cr
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
0.76%
Beta
1.12
Sharpe Ratio
0.312423
Risk
22.57%
Above numbers are based upon past 3 years
Returns Calculator
Would have become
₹1,49,748.59
(2.69)%
| Name | Holding(%) |
| Name | Sector(%) |
| Name | Assets(%) |
- Quant Business Cycle Fund
- WhiteOak Capital Quality Equity Fund
- Mahindra Manulife Innovation Opportunities Fund
- Aditya Birla Sun Life Transportation and Logistics Fund
- Axis Momentum Fund
- Bandhan Innovation Fund
- SBI ESG Exclusionary Strategy Fund
- HDFC Transportation and Logistics Fund
- Invesco India ESG Integration Strategy Fund
- Invesco India Business Cycle Fund
- HSBC India Export Opportunities Fund
- SBI Innovative Opportunities Fund
- Motilal Oswal Business Cycle Fund
- Baroda BNP Paribas Business Conglomerates Fund
- Aditya Birla Sun Life Conglomerate Fund
- Shriram Multi Sector Rotation Fund
- Aditya Birla Sun Life Business Cycle Fund
- UTI-Transportation and Logistics Fund
- 360 ONE Quant Fund
- Axis Quant Fund
- Qsif Sector Rotation Long-Short Fund
- SBI Quant Fund
- Quant Manufacturing Fund
- SBI PSU Fund
- Union Innovation & Opportunities Fund
- Quant ESG Integration Strategy Fund
- Motilal Oswal Innovation Opportunities Fund
- Tata India Innovation Fund
- ICICI Prudential Active Momentum Fund
- Bank of India Business Cycle Fund
- Nippon India Quant Fund
- Sundaram Multi-Factor Fund
- Quant Commodities Fund
- Baroda BNP Paribas ESG Best-in-class strategy Fund
- Edelweiss Business Cycle Fund
- Canara Robeco Manufacturing Fund
- WhiteOak Capital ESG Best-In-Class Strategy Fund
- ICICI Prudential Quality Fund
- UTI Innovation Fund
- The Wealth Company Ethical Fund
- Baroda BNP Paribas Innovation Fund
- Mahindra Manulife Manufacturing Fund
- Kotak Transportation & Logistics Fund
- Motilal Oswal Manufacturing Fund
- Tata Ethical Fund
- Bandhan Business Cycle Fund
- ICICI Prudential Conglomerate Fund
- ICICI Prudential PSU Equity Fund
- ICICI Prudential Transportation and Logistics Fund
- Aditya Birla Sun Life Manufacturing Equity Fund
- Taurus Ethical Fund
- ICICI Prudential Commodities Fund
- Sundaram Business Cycle Fund
- Bandhan Transportation and Logistics Fund
- HDFC Business Cycle Fund
- ICICI Prudential ESG Exclusionary Strategy Fund
- ICICI Prudential Manufacturing Fund
- ICICI Prudential Business Cycle Fund
- Aditya Birla Sun Life PSU Equity Fund
- Kotak Active Momentum Fund
- Kotak Special Opportunities Fund
- HSBC Business Cycles Fund
- SBI Quality Fund
- Baroda BNP Paribas Business Cycle Fund
- Franklin India Opportunities Fund
- Nippon India Active Momentum Fund
- Nippon India Innovation Fund
- Invesco India PSU Equity Fund
- Motilal Oswal Quant Fund
- Motilal Oswal Active Momentum Fund
- Motilal Oswal Special Opportunities Fund
- Baroda BNP Paribas Manufacturing Fund
- ICICI Prudential Equity Minimum Variance Fund
- Quantum Ethical Fund
- HDFC Innovation Fund
- ITI Business Cycle Fund
- WhiteOak Capital Special Opportunities Fund
- DSP Business Cycle Fund
- LIC MF Manufacturing Fund
- HDFC Housing Opportunities Fund
- HDFC Manufacturing Fund
- Franklin India Multi-Factor Fund
- Bandhan Multi-Factor Fund
- Quantum ESG Best In Class Strategy Fund
- Kotak Pioneer Fund
- Axis Innovation Fund
- Kotak ESG Exclusionary Strategy Fund
- Edelweiss Recently Listed IPO Fund
- SBI Equity Minimum Variance Fund
- Tata Business Cycle Fund
- ICICI Prudential Quant Fund
- Quant Quantamental Fund
- ICICI Prudential Rural Opportunities Fund
- ICICI Prudential Housing Opportunities Fund
- HDFC Defence Fund
- Aditya Birla Sun Life Special Opportunities Fund
- Kotak Manufacture in India Fund
- Kotak Rural Opportunities Fund
- Union Active Momentum Fund
- Union Business Cycle 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 ₹9192.08 Cr as on 7/20/2026. The scheme has delivered CAGR returns for the past 3 years against a category average of 15.64%. The risk is Very High against the category average of 54.64.
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 0.9%.