Franklin India Opportunities Fund Direct Rnvstmnt of Inc Dist cum Cap Wdrl
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.
₹44.17
▲0.4%1D
NAV as on 27 Jun 2025
18.15%/per year
Since Inception
▲▼
10 people have invested ₹ 40K 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 (27-Jun-25)
The fund has outperformed the benchmark (Nifty 500) over 3Y, 5Y, but underperformed over 1Y.
Peer comparison
Franklin India Opportunities Fund Direct Rnvstmnt of Inc Dist cum Cap Wdrl Returns Calculator
Calculate SIP and lumpsum returns based on historical performance
Total Investment
0
Profit
Total Corpus
0
Franklin India Opportunities Fund Direct Rnvstmnt of Inc Dist cum Cap Wdrl Asset Allocation
See fund asset allocation details as on (14-Jun-25)
Fund Distribution
as on (14-Jun-25)
Equity 89.7%
Debt & Cash 10.3%
Franklin India Opportunities Fund Direct Rnvstmnt of Inc Dist cum Cap Wdrl Sector Allocation
See fund sector allocation details as on (14-Jun-25)
Sector Allocation
Equity 89.7%
Debt & Cash 10.3%
Top 3 Sectors in May were Financial Services, Consumer Cyclical & Health
Financial Services
21%
Consumer Cyclical
17%
Tech
12%
Financial Services
20%
Consumer Cyclical
17%
Health
12%
Franklin India Opportunities Fund Direct Rnvstmnt of Inc Dist cum Cap Wdrl Holdings Details
as on (31-May-25)
Equity
Debt & Cash
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 ratio | 0.5% |
Benchmark | Nifty 500 TR INR |
| AUM | ₹6864 Cr |
| Inception Date | 1 January, 2013 |
| Min Lumpsum/SIP | ₹5000/₹500 |
Exit Load | 1.0% |
| Lock In | No Lock-in |
TurnOver | 46.36% |
| STCG | Selling mutual fund before 1 year, returns taxed at 20%. |
| LTCG | After 1 year, 12.5% tax on returns over ₹1.25 lakh/year. |
| Risk |   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 R. Janakiraman. The fund could potentially beat inflation in the long-run.
Key Parameters
- Franklin India Opportunities Fund Direct Rnvstmnt of Inc Dist cum Cap Wdrl has ₹6864 Cr worth of assets under management (AUM) as on Jun 2025 and is more than category average.
- 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 18.15% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 4.45%, 35.58% and 31.82% 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, Tech, Health, Basic Materials, Communication, Energy, Consumer Defensive, Industrial, Real Estate, Utilities. Its top holdings are Reliance Industries Ltd, HDFC Bank Ltd, Hindustan Unilever Ltd, Bharti Airtel Ltd, Axis Bank 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 benefitDividends 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
R. Janakiraman
Fund Manager of Franklin India Opportunities Fund Direct Rnvstmnt of Inc Dist cum Cap Wdrl, since 1 April 2013
- AUM of the fund stands at 6.9K Cr as of May'25
- AUM increased by 378.7 Cr between May'25 and Apr'25
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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?
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