Franklin India Opportunities Fund Direct Rnvstmnt of Inc Dist cum Cap Wdrl

Franklin India Opportunities Fund Direct Rnvstmnt of Inc Dist cum Cap Wdrl

Equity

Franklin Templeton Mutual Fund

Equity - Other

Get the latest NAV of Franklin India Opportunities Fund Direct Rnvstmnt of Inc Dist cum Cap Wdrl. View historical returns compared to its benchmark and category average. Know which stocks and sectors the fund is investing in. Get an estimate of returns from the SIP and lump sum returns calculator. View detailed holding analysis and peer comparison. Get INDmoney ranking of the fund.

₹43.74

▲0.1%1D

NAV as on 14 Aug 2025

17.85%/per year

Since Inception

Absolute Gain%

▲▼

11 people have invested ₹ 79K in Franklin India Opportunities Fund Direct Rnvstmnt of Inc Dist cum Cap Wdrl in the last three months

Franklin India Opportunities Fund Direct Rnvstmnt of Inc Dist cum Cap Wdrl Performance vs. Nifty 500

Fund returns vs Benchmark returns vs Category Average returns as on (14-Aug-25)

The fund has consistently outperformed the benchmark (Nifty 500) over the last 1Y, 3Y, 5Y time periods.

Period
1M
3M
6M
1Y
3Y
5Y
This Fund
-1.52%
3.27%
13.22%
3.14%
29.53%
29.54%
Nifty 500
-3.38%
-0.83%
9.92%
-1.63%
14.07%
19.74%
Equity - Other Avg
--
--
--
--
--
--
Best in Equity - Other
2.43%
11.84%
43.18%
13.99%
32.61%
32.29%
Worst in Equity - Other
-7.6%
-2.68%
-2.33%
-16.05%
7.61%
13.15%

Peer comparison

Fund Name
INDmoney Rank
AUM (in Crs.)
Expense Ratio
1Y Returns
3Y Returns
3Y Alpha
3Y Beta
3Y Sharpe
3Y Sortino
3Y Info Ratio
Franklin India Opportunities Fund Direct Rnvstmnt of Inc Dist cum Cap Wdrl
-
7,376Cr
0.49%
3.14%
29.53%
13.25
0.91
1.41
2.48
1.38
Nippon India Power & Infra Fund Payout Inc Dist cum Cap Wdrl Direct Growth
-
7,001Cr
0.96%
-9.01%
22.71%
7.03
--
--
2.09
1.25
SBI Magnum Comma Fund Reinvestment Inc Dist cum Cap Wdrl Direct Growth
-
618Cr
1.88%
-1.86%
8.05%
-1.96
--
--
0.38
-0.43
Axis Innovation Fund Reinvst of Inc Dis cum Cap Wdrl Direct Growth
-
1,157Cr
1.31%
16.16%
12.51%
-0.59
--
--
0.77
-0.26
See all

Franklin India Opportunities Fund Direct Rnvstmnt of Inc Dist cum Cap Wdrl Returns Calculator

Calculate SIP and lumpsum returns based on historical performance

  • 1-time

  • SIP

Total Investment

0

Profit

Total Corpus

0

Absolute Return
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Franklin India Opportunities Fund Direct Rnvstmnt of Inc Dist cum Cap Wdrl Asset Allocation

See fund asset allocation details as on (14-Aug-25)

Fund Distribution

as on (14-Aug-25)

Equity 93.7%

Debt & Cash 6.3%

Large cap
47%
Small cap
29.5%
Mid cap
13.9%
Mid Cap allocation has gone up from 12.7% to 13.9%
Mid Cap allocation has gone up from 12.7% to 13.9%
Large Cap allocation has gone down from 50.4% to 47%
Large Cap allocation has gone down from 50.4% to 47%
Small Cap allocation has gone up from 26.6% to 29.5%
Small Cap allocation has gone up from 26.6% to 29.5%
Cash allocation has gone down from 10.3% to 6.3%
Cash allocation has gone down from 10.3% to 6.3%

Franklin India Opportunities Fund Direct Rnvstmnt of Inc Dist cum Cap Wdrl Sector Allocation

See fund sector allocation details as on (14-Aug-25)

Sector Allocation

Equity 93.7%

Debt & Cash 6.3%

Consumer Cyclical
20.4%
Health
14.4%
Financial Services
11.9%
Communication
10.8%
Industrial
10.8%
Tech
9.3%
Basic Materials
9%
Energy
4.6%
Consumer Defensive
4.3%
Real Estate
2.7%
Utilities
1.8%

Top 3 Sectors in July were Financial Services, Consumer Cyclical & Tech

Jul'25

Financial Services

21%

Consumer Cyclical

20%

Health

15%

Jun'25

Financial Services

21%

Consumer Cyclical

17%

Tech

12%

Franklin India Opportunities Fund Direct Rnvstmnt of Inc Dist cum Cap Wdrl Holdings Details

as on (31-Jul-25)

Equity

Debt & Cash

Holdings
Weight%
1M Change
HDFC Bank Ltd
5.59%
0%
Reliance Industries Ltd
5.1%
-10.9%
Axis Bank Ltd
4.27%
0%
Eternal Ltd
3.98%
-5.7%
Mphasis Ltd
3.08%
14.6%
See all
Top Stocks bought last month
Eternal Ltd's allocation increased from 2.22% to 3.98%
Eternal Ltd's allocation increased from 2.22% to 3.98%
NTPC Ltd's allocation increased from 1.18% to 2.87%
NTPC Ltd's allocation increased from 1.18% to 2.87%
Maruti Suzuki India Ltd's allocation increased from 1.49% to 2.9%
Maruti Suzuki India Ltd's allocation increased from 1.49% to 2.9%
Top Stocks sold last month
HDFC Bank Ltd's allocation decreased from 5.79 % to 5.59 %
HDFC Bank Ltd's allocation decreased from 5.79 % to 5.59 %
Reliance Industries Ltd's allocation decreased from 6.29 % to 5.1 %
Reliance Industries Ltd's allocation decreased from 6.29 % to 5.1 %
Bharti Airtel Ltd's allocation decreased from 3.63 % to 3.01 %
Bharti Airtel Ltd's allocation decreased from 3.63 % to 3.01 %

Franklin India Opportunities Fund Direct Rnvstmnt of Inc Dist cum Cap Wdrl Overview

Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.

Expense ratio0.49%
Benchmark
Nifty 500 TR INR
AUM₹7376 Cr
Inception Date1 January, 2013
Min Lumpsum/SIP₹5000/₹500
Exit Load
1.0%
Lock InNo Lock-in
TurnOver
58%
Risk
Risk meter
pointer
Very High Risk

About Franklin India Opportunities Fund Direct Rnvstmnt of Inc Dist cum Cap Wdrl

Franklin India Opportunities Fund Direct Rnvstmnt of Inc Dist cum Cap Wdrl is an equity fund. This fund was started on 1 January, 2013. The fund is managed by Sandeep Manam, R. Janakiraman, Kiran Sebastian. The fund could potentially beat inflation in the long-run.

Key Parameters

  1. Franklin India Opportunities Fund Direct Rnvstmnt of Inc Dist cum Cap Wdrl has ₹7376 Cr worth of assets under management (AUM) as on Aug 2025 and is more than category average.
  2. The fund has an expense ratio 0.5.

Returns

Franklin India Opportunities Fund Direct Rnvstmnt of Inc Dist cum Cap Wdrl has given a CAGR return of 17.85% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 3.14%, 29.53% and 29.54% respectively.

Holdings

Franklin India Opportunities Fund Direct Rnvstmnt of Inc Dist cum Cap Wdrl has allocated its funds majorly in Cash Equivalent, Financial Services, Consumer Cyclical, Health, Tech, Basic Materials, Communication, Energy, Industrial, Utilities, Consumer Defensive, Real Estate. Its top holdings are HDFC Bank Ltd, Reliance Industries Ltd, Axis Bank Ltd, Eternal Ltd, Mphasis Ltd

Taxation

As it is a equity - other mutual fund the taxation is as follows:
For short term (less than a year) capital gains will be taxed at 20%
For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefit
Dividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.

Investment objective of Franklin India Opportunities Fund Direct Rnvstmnt of Inc Dist cum Cap Wdrl

To generate capital appreciation by investing in opportunities presented by special situations such as corporate restructuring, Government policy and/or regulatory changes, companies going through temporary unique challenges and other similar instances

Minimum Investment and lockin period

Minimum investment for lump sum payment is INR 5000.00 and for SIP is INR 500.00. Franklin India Opportunities Fund Direct Rnvstmnt of Inc Dist cum Cap Wdrl has no lock in period.

Fund Manager

Sandeep Manam

Fund Manager of Franklin India Opportunities Fund Direct Rnvstmnt of Inc Dist cum Cap Wdrl, since 18 October 2021

R. Janakiraman

Fund Manager of Franklin India Opportunities Fund Direct Rnvstmnt of Inc Dist cum Cap Wdrl, since 1 April 2013

Kiran Sebastian

Fund Manager of Franklin India Opportunities Fund Direct Rnvstmnt of Inc Dist cum Cap Wdrl, since 7 February 2022

Learn more about Franklin Templeton Mutual Fund
Parameters
Jul'25
Jun'25
May'25
AUM
₹ 7.4K Cr
₹ 7.2K Cr
₹ 6.9K Cr
  • AUM of the fund stands at 7.4K Cr as of Jul'25
  • AUM increased by 176.1 Cr between Jul'25 and Jun'25

Frequently Asked Questions for Franklin India Opportunities Fund Direct Rnvstmnt of Inc Dist cum Cap Wdrl

How do I invest in Franklin India Opportunities Fund Direct Rnvstmnt of Inc Dist cum Cap Wdrl?

INDmoney makes it simple to invest in the Franklin India Opportunities Fund Direct Rnvstmnt of Inc Dist cum Cap Wdrl. To do so, follow the steps below:
  • Download the INDmoney app.
  • Search for ‘Franklin India Opportunities Fund Direct Rnvstmnt of Inc Dist cum Cap Wdrl’.
  • Select whether you want to invest in SIP or lump sum.
  • Enter the amount you wish to invest.
  • Set up payments via bank mandate or UPI.

What is the current NAV of Franklin India Opportunities Fund Direct Rnvstmnt of Inc Dist cum Cap Wdrl?

The NAV of the fund today is ₹43.74. NAV or Net Asset Value is the per unit price of a mutual fund. For example, if the NAV of a fund is ₹10, it means you can get 1000 units of that mutual fund at ₹10,000.

What is the return on the fund?

Franklin India Opportunities Fund Direct Rnvstmnt of Inc Dist cum Cap Wdrl fund has generated a return of 3.14% in 1 year, 29.53% in 3 years, 29.54% in 5 years.

Who is the fund manager of Franklin India Opportunities Fund Direct Rnvstmnt of Inc Dist cum Cap Wdrl?

The fund managers are Sandeep Manam, R. Janakiraman, Kiran Sebastian.

What is the exit load of the fund?

The exit load is 1% if redeemed in 0-1 Years. Exit load is a fee levied for ‘exiting’ the fund earlier than a stipulated period, usually 1 year.

What is the expense ratio of the fund?

The expense ratio is 0.49%. The Expense Ratio is a fee charged for managing the fund. This includes commissions, administrative costs etc.

What is the AUM of the fund?

The AUM of the fund is ₹7376 Cr. AUM stands for Assets Under Management. It refers to the total assets managed by the fund.

What are the top holdings of Franklin India Opportunities Fund Direct Rnvstmnt of Inc Dist cum Cap Wdrl?

The top 3 holdings of the fund are HDFC Bank Ltd(5.59%), Reliance Industries Ltd(5.1%), Axis Bank Ltd(4.27%)