Franklin India Opportunities Direct Fund-Growth

Q: What are the returns of Franklin India Opportunities Fund?

The Franklin India Opportunities Fund is a 12 yrs 5 m old fund and has delivered average annual returns of 18.37% since inception. Franklin India Opportunities Fund Returns 1-Year 3-Year 5-Year 10-Year Since Inception 10.92% 34.68% 32.45% 17.13% 18.37%

NAV as of Jun 05, 2025	Returns since inception	ET Money Rank	AUM (Fund size)
₹272.968+0.71% 1 day change	18.37% p.a.	#NA View Ranked Funds	₹6,485 Crs

Historical NAV & returns

NAV: ₹272.968 as on Jun 05, 2025

This fund Category average

Franklin India Opportunities Fund overview

Expense ratio	0.5% as on May 31, 2025
Exit load	1.0% Exit load of 1% if redeemed within 1 year!
AUM (Fund size)	₹6,485 Crs
Lock-in	No Lockin
Age	12 yrs 5 m since Jan 01, 2013
Benchmark	NIFTY 500 TRI
Min. investment	SIP ₹500 & Lump. ₹5000
Risk	Very High
Short term capital gains (STCG)	Returns taxed at 20% if you redeem before 1 year
Long term capital gains (LTCG)	After 1 year, pay tax of 12.5% on returns of ₹1.25 lakh+ in a financial year

Franklin India Opportunities Fund Returns calculator

Investment type

Monthly investment

₹ 10,000

Investment period

Lumpsum investment

₹1 lakh

Investment period

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully. Past performance is not an indicator of future returns.

Total investment ₹ 12 lakh
Profit ₹12 lakhs
Total corpus ₹1 lakh
Absolute return 52.69%

Trailing returns as on Jun 06, 2025

Period	This fund	Category average
1 Month	5.18%	4.88%
3 Months	13.21%	11.29%
6 Months	-2.72%	-2.92%
1 Year	10.92%	8.57%
2 Years	37.44%	24.09%
3 Years	34.68%	22.07%
4 Years	24.54%	17.96%
5 Years	32.45%	25.81%
7 Years	20.04%	16.3%
10 Years	17.13%	15.42%

View returns in detail

Asset allocationas on Apr 30, 2025

Large Cap 52.76152%

Mid Cap 12.920999%

Small Cap 27.198192%

Other Cap 0.009289000000004752%

Top holdings

Reliance Industries Ltd.6.58%

HDFC Bank Ltd.6.07%

Hindustan Unilever Ltd.4.05%

Bharti Airtel Ltd.3.86%

Top sectors

Financial 14.51%

Services 13.29%

Healthcare 10.91%

Technology 9.219999999999999%

Credit quality

Bifurcation by Credit Quality is not available for this fund

Top Debt Holdings

Reserve Bank of India 0.38%

Allocation by Instruments

Cash/Net Current Assets 6.72800534%

Treasury Bills 0.38334968%

Other Holdings

Others 6.73%

Detailed portfolio analysis

Peer comparison

Fund name	ETM Rank	AUM (in Crs.)	Fund age	Expense ratio
Franklin India Opportunities Fund	N.A.	₹6,485 Crs	12 yrs 5 m	0.5%
ICICI Prudential India Opportunities Fund	N.A.	₹27,197 Crs	6 yrs 5 m	0.63%
SBI Contra Fund	N.A.	₹44,069 Crs	12 yrs 5 m	0.62%
ICICI Prudential Value Discovery Fund	N.A.	₹51,112 Crs	12 yrs 5 m	0.99%
ICICI Prudential Dividend Yield Equity Fund	N.A.	₹5,231 Crs	11 yrs 1 m	0.58%
ICICI Prudential India Equity FOF	N.A.	₹168 Crs	5 yrs 4 m	0.63%

Fund name	1M	6M	1Y	3Y	5Y	10Y
Franklin India Opportunities Fund	5.18%	-2.72%	10.92%	34.68%	32.45%	17.13%
ICICI Prudential India Opportunities Fund	3.12%	2.13%	14.56%	27.6%	32.99%	14.27%
SBI Contra Fund	2.68%	-2.65%	6.83%	25.09%	34.48%	17.15%
ICICI Prudential Value Discovery Fund	2.66%	1.93%	13.95%	23.83%	28.82%	16.1%
ICICI Prudential Dividend Yield Equity Fund	2.13%	1.19%	10.97%	26.7%	32.59%	17.15%
ICICI Prudential India Equity FOF	3.03%	-0.4%	11.61%	23.28%	28.77%	12.18%

Fund name	Std. deviation	Beta	Sharpe	Sortino
Franklin India Opportunities Fund	16.43	1.0	1.5	2.12
ICICI Prudential India Opportunities Fund	12.33	0.8	1.52	3.0
SBI Contra Fund	12.89	0.86	1.32	2.19
ICICI Prudential Value Discovery Fund	12.0	0.77	1.32	2.3
ICICI Prudential Dividend Yield Equity Fund	13.04	0.84	1.42	2.3
ICICI Prudential India Equity FOF	12.58	0.84	1.22	2.02

View all Strategy funds

Key risk & return ratios Compared to other funds in the category

Alpha	13.06 vs. 5.56 Higher outperformance against benchmark
Sharpe	1.5 vs. 5.86 Poor risk-adjusted returns
Beta	1.0 vs. 0.85 More sensitive to market's ups & downs
Standard deviation	16.43 vs. 9.89 More volatile performance

Compare Franklin India Opportunities Fund in detail with

About this fund

About Franklin India Opportunities Fund

Franklin India Opportunities Direct Fund-Growth is a Strategy mutual fund scheme from Franklin Templeton Mutual Fund. This fund has been in existence for 12 yrs 5 m, having been launched on 01/01/2013. Franklin India Opportunities Direct Fund-Growth has ₹6,485 Crores worth of assets under management (AUM) as on 31/03/2025 and is medium-sized fund of its category. The latest Net Asset Value (NAV) of Franklin India Opportunities Direct Fund-Growth as of 05/06/2025 is ₹272.97. The fund has an expense ratio of 0.5%, which is less than what most other Strategy funds charge.

Franklin India Opportunities Direct Fund-Growth returns of last 1-year are 13.01%. Since launch, it has delivered 18.38% average annual returns. The fund has doubled the money invested in it every 3 yrs.
Franklin India Opportunities Direct Fund-Growth scheme's ability to deliver returns consistently is higher than most funds of its category. Its ability to control losses in a falling market is above average.
The fund has the majority of its money invested in Financial, Services, Healthcare, Technology, Energy sectors. It has taken less exposure in Financial, Services sectors compared to other funds in the category.
The fund's top 5 holdings are in Reliance Industries Ltd., HDFC Bank Ltd., Hindustan Unilever Ltd., Bharti Airtel Ltd., Axis Bank Ltd..

...

Fund AUM	₹6,485 Crs as on Mar 31, 2025
Scheme document	View Scheme Document

Fund managers

Kiran Sebastian

Mr. Sebastian is a MBA, University of Oxford. B.Tech, University of Calicut. Prior to joining Franklin Templeton Mutual Fund, he has worked with ARGA Investment Management (India) Pvt. Ltd.

R Janakiraman

Mr. Janakiraman is a B.E and PGDM (Business Management). Prior to joining Franklin Templeton Investments, he has worked with Indian Syntans Inv. Pvt. Ltd., Citicorp Information Tech Ltd. and UTI Securities Exchange Ltd.

Investment objective

The scheme aims to generate capital appreciation by capitalising on the long-term growth opportunities in the India economy. The scheme will invest in a broad range of stocks without any limitation either qualitative or quantitative and across market capitalization.

Franklin Templeton Mutual Fund details

No. of schemes	35 view all schemes
Total AUM	₹1,08,219 Crs as on Mar 31, 2025
Address	Unit No.202/203/204, 2nd Floor Dalamal Tower, Plot No. 211 Free Press Journal Marg, Nariman Point Mumbai, 400013
Phone	1800-425-4255 / 60004255

More funds from Franklin Templeton Mutual Fund

Fund name	ETM Rank	AUM (in Crs.)	1Y	5Y
Franklin India Smaller Companies Fund	N.A.	₹12,530 Crs	4.69%	35.77%
Franklin Build India Fund	N.A.	₹2,726 Crs	5.9%	33.98%
Templeton India Value Fund	N.A.	₹2,195 Crs	3.8%	30.63%
Templeton India Equity Income Fund	N.A.	₹2,338 Crs	4.35%	28.57%
Franklin India Prima Fund	N.A.	₹11,762 Crs	12.61%	28.55%

See all Equity funds from this AMC

Frequently asked questions

What is the current NAV of Franklin India Opportunities Fund?

The current Net Asset Value (NAV) of the Franklin India Opportunities Fund - Direct Growth plan is approximately ₹272.968 as of Jun 05, 2025.

What are the returns of this mutual fund scheme?

The Franklin India Opportunities Fund is a 12 yrs 5 m old fund and has delivered average annual returns of 18.37% since inception.

Franklin India Opportunities Fund Returns

1-Year	3-Year	5-Year	10-Year	Since Inception
10.92%	34.68%	32.45%	17.13%	18.37%

How much does this mutual fund charge as expense ratio?

The Franklin India Opportunities Fund - Direct Growth has an expense ratio of 0.5%, which reflects the fund's management and operating costs. This percentage is subtracted from the fund's annual returns, impacting net returns for investors.

What is the AUM or fund size of this mutual fund?

The Franklin India Opportunities Fund currently has assets under management (AUM) or fund size valued at approximately ₹6,485 Crs crore as of Mar 31, 2025.

What are the top stock holdings of Franklin India Opportunities Fund?

The Franklin India Opportunities Fund has invested the majority of its money in the stocks of the following companies -

Company	Percentage of Portfolio
Reliance Industries Ltd.	6.58%
HDFC Bank Ltd.	6.07%
Hindustan Unilever Ltd.	4.05%
Bharti Airtel Ltd.	3.86%
Axis Bank Ltd.	3.56%
Mahindra & Mahindra Ltd.	2.88%
Mphasis Ltd.	2.71%
Lemon Tree Hotels Ltd.	2.71%
ICICI Bank Ltd.	2.53%
Intellect Design Arena Ltd.	2.53%

What are the top sectors Franklin India Opportunities Fund has invested in?

The Franklin India Opportunities Fund has primarily invested in the following sectors

Sector	Percentage of Portfolio
Financial	14.51%
Services	13.29%
Healthcare	10.91%
Technology	9.219999999999999%
Energy	7.91%
Automobile	6.790000000000001%
Consumer Staples	5.67%
Communication	5.63%
Chemicals	4.12%
Construction	3.01%

What is risk level of Franklin India Opportunities Fund?

This is a Strategy fund comes with Very High risk.

Is there any lock-in period in this mutual fund?

No, this fund does not have any lock-in period.

How do I invest in Franklin India Opportunities Fund?

It is very fast, easy, and completely paperless in this mutual fund scheme on ET Money. It is just a matter of a few minutes. Here's how:

For the Desktop Version:

Click on the "Invest Now" button at the top right, then scan the QR code to download the app.

For the Mobile Version:

Click on the "Invest on App" button at the bottom to download the app.
Once the app is downloaded:
Sign-up and complete your one time KYC process, or log in if you're already registered.
Search for Franklin India Opportunities Fund and choose the investment mode (Lump sum investment or a SIP). Then, enter your investment amount.
Fill in additional required details, including the bank account you'll use for payment, and confirm.

All set! Your investment in Franklin India Opportunities Fund is complete.

How can I redeem my investments in Franklin India Opportunities Fund?

Redeeming your investments in Franklin India Opportunities Fund is super easy. If you have invested in this fund via ET Money, just login into the app, go to the investment section and put the redemption request.

If you have invested in Franklin India Opportunities Fund from anywhere else, you can go to the fund house website and put a request through it.

ET Money rank

in Strategy

#NA

Return Consistency: This fund is one of the best in generating consistent return in it's category.
Return Outperformance: This fund has generated highest return amongst Strategy funds in the last 10 Years.
Chance: This fund has generated a 11.52% annual return in 70% of times for investors holding for at least 5 years.
Return/Risk: For every unit of risk this fund takes, it produces 20% more returns.
Volatility Protection: This fund ranks lower in terms of protecting against volatility within its category.
Exit Load: Exit load of 1% if redeemed within 1 year