
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
₹223.55
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
0.65%
Beta
1.11
Sharpe Ratio
0.351016
Risk
22.69%
Above numbers are based upon past 3 years
Returns Calculator
Would have become
₹1,49,748.59
(-0.87)%
| Name | Holding(%) |
| Name | Sector(%) |
| Name | Assets(%) |
- WhiteOak Capital ESG Best-In-Class Strategy Fund
- HDFC Defence Fund
- Sundaram Multi-Factor Fund
- Quant Manufacturing Fund
- Aditya Birla Sun Life Conglomerate Fund
- Motilal Oswal Manufacturing Fund
- Motilal Oswal Active Momentum Fund
- The Wealth Company Ethical Fund
- Axis Momentum Fund
- DSP Business Cycle Fund
- Quant Business Cycle Fund
- Nippon India Active Momentum Fund
- Kotak Special Opportunities Fund
- SBI Quant Fund
- Bandhan Innovation Fund
- Baroda BNP Paribas Innovation Fund
- Bandhan Business Cycle Fund
- ICICI Prudential Conglomerate Fund
- Invesco India Business Cycle Fund
- HSBC India Export Opportunities Fund
- UTI Innovation Fund
- Union Innovation & Opportunities Fund
- SBI Innovative Opportunities Fund
- Canara Robeco Manufacturing Fund
- Motilal Oswal Business Cycle Fund
- Kotak Active Momentum Fund
- LIC MF Manufacturing Fund
- Invesco India Manufacturing Fund
- Aditya Birla Sun Life Transportation and Logistics Fund
- Baroda BNP Paribas Manufacturing Fund
- Union Active Momentum Fund
- Tata India Innovation Fund
- Shriram Multi Sector Rotation Fund
- SBI Equity Minimum Variance Fund
- Quant Commodities Fund
- Invesco India PSU Equity Fund
- Bank of India Business Cycle Fund
- Quantum ESG Best In Class Strategy Fund
- Tata Ethical Fund
- HDFC Manufacturing Fund
- ICICI Prudential Active Momentum Fund
- Motilal Oswal Quant Fund
- Motilal Oswal Innovation Opportunities Fund
- WhiteOak Capital Quality Equity Fund
- ICICI Prudential Housing Opportunities Fund
- Tata Business Cycle Fund
- Sundaram Business Cycle Fund
- UTI-Transportation and Logistics Fund
- HSBC Business Cycles Fund
- Nippon India Quant Fund
- SBI PSU Fund
- ICICI Prudential Manufacturing Fund
- Invesco India ESG Integration Strategy Fund
- Aditya Birla Sun Life PSU Equity Fund
- Kotak Rural Opportunities Fund
- Axis Quant Fund
- Axis Innovation Fund
- SBI Quality Fund
- Quant Quantamental Fund
- Kotak Pioneer Fund
- Quant ESG Integration Strategy Fund
- Aditya Birla Sun Life Special Opportunities Fund
- Franklin India Opportunities Fund
- ICICI Prudential Quant Fund
- SBI ESG Exclusionary Strategy Fund
- Axis Business Cycles Fund
- Baroda BNP Paribas Business Cycle Fund
- Bandhan Transportation and Logistics Fund
- HDFC Business Cycle Fund
- Taurus Ethical Fund
- Aditya Birla Sun Life Manufacturing Equity Fund
- WhiteOak Capital Special Opportunities Fund
- ICICI Prudential PSU Equity Fund
- Nippon India Innovation Fund
- ICICI Prudential Commodities Fund
- Mahindra Manulife Innovation Opportunities Fund
- HDFC Innovation Fund
- Aditya Birla Sun Life Quant Fund
- Quantum Ethical 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
- Motilal Oswal Special Opportunities Fund
- Baroda BNP Paribas ESG Best-in-class strategy Fund
- ITI Business Cycle Fund
- Baroda BNP Paribas Business Conglomerates 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 3/30/2026. 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 54.65.
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%.