Franklin India Opportunities Fund Overview
Category Sectoral/ Thematic
BMSMONEY Rank 1
BMSMONEY Rating
Gro. Opt. As On: 19-11-2024
NAV ₹240.39(R) +0.38% ₹263.0(D) +0.38%
Returns 1Y 3Y 5Y 7Y 10Y
LumpSum (R) 47.82% 23.97% 26.94% 18.18% 16.33%
LumpSum (D) 49.78% 25.14% 28.1% 19.19% 17.28%
SIP (R) 8.88% 36.41% 32.03% 25.93% 20.57%
SIP (D) 10.44% 37.87% 33.26% 27.0% 21.53%
Ratio Sharpe Ratio Sortino Ratio Sterling Ratio Jensen's Alpha Treynor Ratio
1.13 0.67 0.93 10.93% 0.18
Risk STD. Dev VaR 1Y95% Max DD Beta Semi Devi.
15.75% -13.41% -17.71% 0.97 10.51%
Top Sectoral/ Thematic
Fund Name Rank Rating
Franklin India Opportunities Fund 1
Icici Prudential India Opportunities Fund 2
Tata Business Cycle Fund 3
ICICI Prudential Business Cycle Fund 4

NAV Date: 19-11-2024

Scheme Name NAV Rupee Change Percent Change
Franklin INDIA OPPORTUNITIES FUND - IDCW 37.37
0.1400
0.3800%
Franklin INDIA OPPORTUNITIES FUND - Direct - IDCW 41.67
0.1600
0.3800%
Franklin India Opportunities Fund - Growth 240.39
0.9000
0.3800%
Franklin India Opportunities Fund - Direct - Growth 263.0
1.0000
0.3800%

Review Date: 19-11-2024

Franklin India Opportunities Fund is the best performing fund in the Sectoral/ Thematic Fund category. The fund has delivered return of 47.82% in 1 year, 23.97% in 3 years, 26.94% in 5 years and 16.33% in 10 years. The category average for the same periods is 28.98%, 15.18%, 21.44% and 13.79% respectively, which shows very good return performance of fund in the category. The fund has exhibited standard deviation of 15.75, VaR of -13.41, Average Drawdown of -6.27, Semi Deviation of 10.51 and Max Drawdown of -17.71. The category average for the same parameters is 14.31, -17.93, -5.92, 10.16 and -13.96 respectively. The fund has average risk in the category.

Key Points:

  1. An investment of ₹10,000 in Franklin India Opportunities Fund direct growth option would have grown to ₹14978.0 in 1 year, ₹19595.0 in 3 years and ₹34494.0 in 5 years as of today (19-11-2024).
  2. An SIP of ₹1,000 per month in Franklin India Opportunities Fund direct growth option would have grown to ₹12670.0 in 1 year, ₹61418.0 in 3 years and ₹135557.0 in 5 years as of today (19-11-2024).
  3. standard deviation of 15.75 and based on VaR one can expect to lose more than -13.41% of current value of fund in one year.
  4. Sharpe ratio of the fund is 1.13 which shows very good performance of fund in the sectoral/ thematic fund category.
  5. The fund has R-square of 0.73, Beta of 0.97 and Jensen's Alpha of 10.93% which exhibit very good performance in the sectoral/ thematic fund category .


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KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
1M Return % -4.28
-5.28
-8.31 | -1.24 5 | 30 Very Good
3M Return % -3.99
-4.30
-10.11 | 3.77 16 | 30 Good
6M Return % 4.86
4.94
-5.38 | 20.82 14 | 26 Good
1Y Return % 47.82
28.98
17.31 | 54.62 2 | 24 Very Good
3Y Return % 23.97
15.18
7.44 | 23.97 1 | 19 Very Good
5Y Return % 26.94
21.44
15.51 | 30.87 2 | 13 Very Good
7Y Return % 18.18
14.94
13.54 | 18.18 1 | 6 Very Good
10Y Return % 16.33
13.79
12.40 | 16.33 1 | 6 Very Good
15Y Return % 15.27
13.93
10.65 | 16.67 2 | 6 Very Good
1Y SIP Return % 8.88
-2.88
-13.00 | 17.45 2 | 24 Very Good
3Y SIP Return % 36.41
20.85
14.65 | 36.41 1 | 19 Very Good
5Y SIP Return % 32.03
22.52
17.30 | 32.03 1 | 13 Very Good
7Y SIP Return % 25.93
19.36
15.89 | 25.93 1 | 6 Very Good
10Y SIP Return % 20.57
16.42
14.14 | 20.57 1 | 6 Very Good
15Y SIP Return % 18.15
15.40
13.60 | 18.15 1 | 6 Very Good
Standard Deviation 15.75
14.31
11.32 | 18.29 14 | 18 Average
Semi Deviation 10.51
10.16
8.20 | 13.75 14 | 18 Average
Max Drawdown % -17.71
-13.96
-25.78 | -6.01 15 | 18 Average
VaR 1 Y % -13.41
-17.93
-30.12 | -13.41 1 | 18 Very Good
Average Drawdown % -6.27
-5.92
-12.34 | -3.35 13 | 18 Average
Sharpe Ratio 1.13
0.63
0.14 | 1.28 2 | 18 Very Good
Sterling Ratio 0.93
0.73
0.26 | 1.52 5 | 18 Very Good
Sortino Ratio 0.67
0.34
0.09 | 0.67 1 | 18 Very Good
Jensen Alpha % 10.93
4.29
-2.89 | 17.82 3 | 17 Very Good
Treynor Ratio 0.18
0.25
0.04 | 2.60 3 | 17 Very Good
Modigliani Square Measure % 22.68
18.64
10.43 | 43.64 5 | 17 Very Good
Alpha % 10.50
0.81
-19.49 | 10.50 1 | 17 Very Good
Return data last Updated On : Nov. 19, 2024.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Oct. 31, 2024
KPIs: Key Performance Indicators

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KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
1M Return % -4.18 -5.19 -8.16 | -1.15 6 | 30
3M Return % -3.68 -4.02 -9.82 | 4.25 16 | 30
6M Return % 5.53 5.54 -4.88 | 21.94 14 | 26
1Y Return % 49.78 30.45 17.68 | 56.50 2 | 24
3Y Return % 25.14 16.50 8.89 | 25.22 2 | 19
5Y Return % 28.10 22.57 16.33 | 32.69 2 | 13
7Y Return % 19.19 15.93 14.35 | 19.19 1 | 6
10Y Return % 17.28 14.74 13.26 | 17.28 1 | 6
1Y SIP Return % 10.44 -1.70 -12.70 | 19.76 2 | 24
3Y SIP Return % 37.87 22.22 15.04 | 37.87 1 | 19
5Y SIP Return % 33.26 23.72 18.09 | 33.26 1 | 13
7Y SIP Return % 27.00 20.35 16.70 | 27.00 1 | 6
10Y SIP Return % 21.53 17.36 14.96 | 21.53 1 | 6
Standard Deviation 15.75 14.31 11.32 | 18.29 14 | 18
Semi Deviation 10.51 10.16 8.20 | 13.75 14 | 18
Max Drawdown % -17.71 -13.96 -25.78 | -6.01 15 | 18
VaR 1 Y % -13.41 -17.93 -30.12 | -13.41 1 | 18
Average Drawdown % -6.27 -5.92 -12.34 | -3.35 13 | 18
Sharpe Ratio 1.13 0.63 0.14 | 1.28 2 | 18
Sterling Ratio 0.93 0.73 0.26 | 1.52 5 | 18
Sortino Ratio 0.67 0.34 0.09 | 0.67 1 | 18
Jensen Alpha % 10.93 4.29 -2.89 | 17.82 3 | 17
Treynor Ratio 0.18 0.25 0.04 | 2.60 3 | 17
Modigliani Square Measure % 22.68 18.64 10.43 | 43.64 5 | 17
Alpha % 10.50 0.81 -19.49 | 10.50 1 | 17
Return data last Updated On : Nov. 19, 2024.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Oct. 31, 2024
KPIs: Key Performance Indicators

Investment Period Regular Direct
Return % Current Value of ₹ 10000 Return % Current Value of ₹ 10000
1D 0.38 ₹ 10,038.00 0.38 ₹ 10,038.00
1W -1.32 ₹ 9,868.00 -1.30 ₹ 9,870.00
1M -4.28 ₹ 9,572.00 -4.18 ₹ 9,582.00
3M -3.99 ₹ 9,601.00 -3.68 ₹ 9,632.00
6M 4.86 ₹ 10,486.00 5.53 ₹ 10,553.00
1Y 47.82 ₹ 14,782.00 49.78 ₹ 14,978.00
3Y 23.97 ₹ 19,054.00 25.14 ₹ 19,595.00
5Y 26.94 ₹ 32,964.00 28.10 ₹ 34,494.00
7Y 18.18 ₹ 32,205.00 19.19 ₹ 34,168.00
10Y 16.33 ₹ 45,367.00 17.28 ₹ 49,252.00
15Y 15.27 ₹ 84,249.00 ₹

Disclaimer: Past performance may or may not be sustained in future and should not be used as a basis for comparison with other investments. Returns for periods above 1 year are annualised.

Investment Period Invested Amount Regular Direct
XIRR % Current Value of Invested Amount XIRR % Current Value of Invested Amount
1Y ₹ 12000 8.88 ₹ 12,571.74 10.44 ₹ 12,670.48
3Y ₹ 36000 36.41 ₹ 60,268.68 37.87 ₹ 61,418.38
5Y ₹ 60000 32.03 ₹ 131,695.26 33.26 ₹ 135,557.46
7Y ₹ 84000 25.93 ₹ 211,594.07 27.00 ₹ 219,736.69
10Y ₹ 120000 20.57 ₹ 355,426.32 21.53 ₹ 374,418.72
15Y ₹ 180000 18.15 ₹ 812,581.56 ₹


Date Franklin India Opportunities Fund NAV Regular Growth Franklin India Opportunities Fund NAV Direct Growth
19-11-2024 240.3949 262.9963
18-11-2024 239.4921 261.9992
14-11-2024 240.2061 262.7423
13-11-2024 238.7162 261.1032
12-11-2024 243.6168 266.4538
11-11-2024 246.976 270.1181
08-11-2024 248.133 271.3541
07-11-2024 250.1693 273.5711
06-11-2024 251.3689 274.873
05-11-2024 246.5159 269.5564
04-11-2024 246.1114 269.1044
31-10-2024 247.076 270.1201
30-10-2024 245.452 268.3349
29-10-2024 245.2015 268.0514
28-10-2024 244.0969 266.8343
25-10-2024 242.0001 264.5136
24-10-2024 244.8822 267.6542
23-10-2024 245.1659 267.9546
22-10-2024 245.0388 267.8061
21-10-2024 251.143 274.4676

Fund Launch Date: 21/Feb/2000
Fund Category: Sectoral/ Thematic
Investment Objective: 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.
Fund Description: An open ended equity scheme following special situations theme
Fund Benchmark: Nifty 500
Source: Fund FactSheet

Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.