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Franklin India Opportunities Fund - Direct (IDCW)
Summary Info
Fund Name Franklin Templeton Mutual Fund
Scheme Name Franklin India Opportunities Fund - Direct (IDCW)
AMC Franklin Templeton Mutual Fund
Type Open
Category Equity - Diversified
Launch Date 01-Jan-13
Fund Manager R Janakiraman
Net Assets(Rs. cr) 7766.16
NAV Details
NAV Date 24-Oct-25
NAV (Rs) 42.16
Buy/Repurchase Price (Rs) 0.00
Sell/Resale Price (Rs) 0.00
Entry Load % NIL
Exit Load % 1% - If the Units are redeemed / switched out within one year of allotment.(Effect from 24-08-2009)
NAV Graph
Latest Payouts
  Dividends Bonus
Ratio 40.00 % NA
Record Date 31-Oct-24 NA
Investment Details
Tax Benefits NA
Min. Investment(Rs) 5000
Increm.Investment(Rs) 1000
Performance Date :23-Oct-25
  1 Week (%) 1 Month (%) 3 Month (%) 6 Month (%) 1 Year (%) 3 Year (%) 5 Year (%) Since INC (%)
Scheme Return 1.00 0.92 3.10 10.44 8.43 32.93 29.27 18.51
Category Avg 0.57 1.09 1.28 8.31 3.30 19.34 22.60 15.41
Category Best 2.85 5.61 8.34 20.78 21.74 33.03 35.32 47.80
Category Worst -1.43 -2.99 -8.40 -4.69 -14.93 2.41 10.79 -20.85
Statistical Ratios
What is Beta ?
Beta is a measure of the volatility of the portfolio to that of the index. In simple words it shows the movement of the portfolio in comparison. The Higher the Beta, higher the volatility of the scheme to the index. If its greater than1 , then the portfolio is highly volatile to the movements in the index. If the beta is lesser than 1 , then scheme is less volatile to the index and beta which is close to 1 implies that the scheme is closely following the index.
Beta [%] SD [%] Sharpe Ratio [%] Jensons Alpha [%] TR [%]
0.8091 4.1621 1.5824 14.4159 -0.0159
Asset Allocation
Holdings 30-Sep-25
Company Name % Hold
HDFC Bank 5.01
Reliance Industr 4.34
Axis Bank 4.30
Eternal Ltd 4.00
Maruti Suzuki 3.50
M & M 2.82
Bharti Airtel 2.80
Mphasis 2.78
NTPC 2.78
Lemon Tree Hotel 2.75
HDFC Life Insur. 2.49
Sudarshan Chem. 2.46
Aster DM Health. 2.41
APL Apollo Tubes 2.24
Syrma SGS Tech. 2.09
Cipla 1.88
PB Fintech. 1.83
UltraTech Cem. 1.79
C.E. Info System 1.78
Hind. Unilever 1.74
Indus Towers 1.72
Metropolis Healt 1.70
Interglobe Aviat 1.70
UPL 1.63
RBL Bank 1.55
Mankind Pharma 1.46
Intellect Design 1.44
Akums Drugs 1.44
IDFC First Bank 1.38
HDB FINANC SER 1.33
TVS Motor Co. 1.25
Amber Enterp. 1.21
Tata Comm 1.19
Kirloskar Oil 1.19
Pricol Ltd 1.08
Devyani Intl. 0.99
ERIS Lifescience 0.96
Ujjivan Small 0.96
Biocon 0.83
Vikram Solar 0.80
Deepak Nitrite 0.79
Larsen & Toubro 0.79
Zensar Tech. 0.77
Syngene Intl. 0.75
Finolex Cables 0.75
Crompton Gr. Con 0.75
Apollo Hospitals 0.69
Swiggy 0.63
Piramal Pharma 0.63
Tata Motors 0.58
Camlin Fine 0.57
Brigade Enterpr. 0.50
Senco Gold 0.32
Stanley Lifesty. 0.20
West Coast Paper 0.12
Godavari Bioref. 0.06
Chennai Inter. 0.00
Numero Uno Intl 0.00
TBILL-91D 0.32
Net CA & Others 6.96
TVS Motor Co. 0.01
Amphenol Corp 2.20
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