Franklin India Opportunities Fund Overview
Category Sectoral/ Thematic
BMSMONEY Rank 1
BMSMONEY Rating
Gro. Opt. As On: 17-01-2025
NAV ₹241.0(R) -0.08% ₹264.21(D) -0.08%
Returns 1Y 3Y 5Y 7Y 10Y
LumpSum (R) 29.27% 23.84% 26.44% 17.3% 15.76%
LumpSum (D) 31.02% 25.05% 27.61% 18.31% 16.73%
SIP (R) 11.96% 34.89% 30.68% 25.4% 20.43%
SIP (D) 13.49% 36.39% 31.94% 26.5% 21.41%
Ratio Sharpe Ratio Sortino Ratio Sterling Ratio Jensen's Alpha Treynor Ratio
1.2 0.71 1.0 12.26% 0.19
Risk STD. Dev VaR 1Y95% Max DD Beta Semi Devi.
15.63% -14.72% -16.93% 0.97 10.48%
Top Sectoral/ Thematic
Fund Name Rank Rating
Franklin India Opportunities Fund 1
Icici Prudential India Opportunities Fund 2
ITI Pharma and Healthcare Fund 3
- 4
- 5

NAV Date: 17-01-2025

Scheme Name NAV Rupee Change Percent Change
Franklin INDIA OPPORTUNITIES FUND - IDCW 37.47
-0.0300
-0.0800%
Franklin INDIA OPPORTUNITIES FUND - Direct - IDCW 41.86
-0.0300
-0.0800%
Franklin India Opportunities Fund - Growth 241.0
-0.2000
-0.0800%
Franklin India Opportunities Fund - Direct - Growth 264.21
-0.2100
-0.0800%

Review Date: 17-01-2025

Franklin India Opportunities Fund is the best performing fund in the Sectoral/ Thematic Fund category. The fund has delivered return of 29.27% in 1 year, 23.84% in 3 years, 26.44% in 5 years and 15.76% in 10 years. The category average for the same periods is 16.07%, 13.28%, 20.07% and 13.22% respectively, which shows very good return performance of fund in the category. The fund has exhibited standard deviation of 15.63, VaR of -14.72, Average Drawdown of -6.07, Semi Deviation of 10.48 and Max Drawdown of -16.93. The category average for the same parameters is 14.06, -17.26, -6.34, 9.84 and -13.92 respectively. The fund has high risk in the category.

Key Points:

  1. An investment of ₹10,000 in Franklin India Opportunities Fund direct growth option would have grown to ₹13102.0 in 1 year, ₹19553.0 in 3 years and ₹33839.0 in 5 years as of today (17-01-2025).
  2. An SIP of ₹1,000 per month in Franklin India Opportunities Fund direct growth option would have grown to ₹12861.0 in 1 year, ₹60266.0 in 3 years and ₹131443.0 in 5 years as of today (17-01-2025).
  3. standard deviation of 15.63 and based on VaR one can expect to lose more than -14.72% of current value of fund in one year.
  4. Sharpe ratio of the fund is 1.2 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 12.26% 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 % -5.94
-6.16
-10.62 | -2.01 14 | 27 Good
3M Return % -4.66
-7.23
-13.84 | 2.81 5 | 27 Very Good
6M Return % -2.83
-5.38
-14.32 | 10.36 9 | 27 Good
1Y Return % 29.27
16.07
5.67 | 34.37 4 | 23 Very Good
3Y Return % 23.84
13.28
7.12 | 23.84 1 | 17 Very Good
5Y Return % 26.44
20.07
14.25 | 28.97 2 | 12 Very Good
7Y Return % 17.30
13.20
10.71 | 17.30 1 | 6 Very Good
10Y Return % 15.76
13.22
11.73 | 15.76 1 | 5 Very Good
15Y Return % 14.83
12.43
9.32 | 14.83 1 | 5 Very Good
1Y SIP Return % 11.96
3.00
-8.04 | 21.28 4 | 23 Very Good
3Y SIP Return % 34.89
19.17
13.29 | 34.89 1 | 17 Very Good
5Y SIP Return % 30.68
20.84
15.80 | 30.68 1 | 12 Very Good
7Y SIP Return % 25.40
18.16
14.88 | 25.40 1 | 6 Very Good
10Y SIP Return % 20.43
15.97
13.66 | 20.43 1 | 5 Very Good
15Y SIP Return % 18.03
14.71
13.34 | 18.03 1 | 5 Very Good
Standard Deviation 15.63
14.06
11.19 | 17.36 17 | 20 Poor
Semi Deviation 10.48
9.84
7.93 | 12.71 17 | 20 Poor
Max Drawdown % -16.93
-13.92
-26.18 | -7.06 17 | 20 Poor
VaR 1 Y % -14.72
-17.26
-27.36 | -12.54 7 | 20 Good
Average Drawdown % -6.07
-6.34
-12.43 | -4.33 12 | 20 Average
Sharpe Ratio 1.20
0.62
0.20 | 1.38 2 | 20 Very Good
Sterling Ratio 1.00
0.71
0.30 | 1.46 5 | 20 Very Good
Sortino Ratio 0.71
0.34
0.12 | 0.75 2 | 20 Very Good
Jensen Alpha % 12.26
3.68
-2.93 | 12.74 2 | 19 Very Good
Treynor Ratio 0.19
0.10
0.03 | 0.21 2 | 19 Very Good
Modigliani Square Measure % 23.48
16.77
10.52 | 27.67 2 | 19 Very Good
Alpha % 12.76
2.21
-6.66 | 12.76 1 | 19 Very Good
Return data last Updated On : Jan. 17, 2025.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Dec. 31, 2024
KPIs: Key Performance Indicators

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KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
1M Return % -5.84 -6.06 -10.51 | -1.99 13 | 27
3M Return % -4.35 -6.94 -13.37 | 3.16 5 | 27
6M Return % -2.19 -4.79 -13.83 | 11.39 9 | 27
1Y Return % 31.02 17.48 7.46 | 36.49 4 | 23
3Y Return % 25.05 14.60 7.70 | 25.05 1 | 17
5Y Return % 27.61 21.23 15.05 | 30.74 2 | 12
7Y Return % 18.31 14.24 11.84 | 18.31 1 | 6
10Y Return % 16.73 14.20 12.58 | 16.73 1 | 5
1Y SIP Return % 13.49 4.28 -7.09 | 23.62 4 | 23
3Y SIP Return % 36.39 20.55 14.24 | 36.39 1 | 17
5Y SIP Return % 31.94 22.07 16.59 | 31.94 1 | 12
7Y SIP Return % 26.50 19.22 15.68 | 26.50 1 | 6
10Y SIP Return % 21.41 16.97 14.48 | 21.41 1 | 5
Standard Deviation 15.63 14.06 11.19 | 17.36 17 | 20
Semi Deviation 10.48 9.84 7.93 | 12.71 17 | 20
Max Drawdown % -16.93 -13.92 -26.18 | -7.06 17 | 20
VaR 1 Y % -14.72 -17.26 -27.36 | -12.54 7 | 20
Average Drawdown % -6.07 -6.34 -12.43 | -4.33 12 | 20
Sharpe Ratio 1.20 0.62 0.20 | 1.38 2 | 20
Sterling Ratio 1.00 0.71 0.30 | 1.46 5 | 20
Sortino Ratio 0.71 0.34 0.12 | 0.75 2 | 20
Jensen Alpha % 12.26 3.68 -2.93 | 12.74 2 | 19
Treynor Ratio 0.19 0.10 0.03 | 0.21 2 | 19
Modigliani Square Measure % 23.48 16.77 10.52 | 27.67 2 | 19
Alpha % 12.76 2.21 -6.66 | 12.76 1 | 19
Return data last Updated On : Jan. 17, 2025.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Dec. 31, 2024
KPIs: Key Performance Indicators

Investment Period Regular Direct
Return % Current Value of ₹ 10000 Return % Current Value of ₹ 10000
1D -0.08 ₹ 9,992.00 -0.08 ₹ 9,992.00
1W -0.62 ₹ 9,938.00 -0.60 ₹ 9,940.00
1M -5.94 ₹ 9,406.00 -5.84 ₹ 9,416.00
3M -4.66 ₹ 9,534.00 -4.35 ₹ 9,565.00
6M -2.83 ₹ 9,717.00 -2.19 ₹ 9,781.00
1Y 29.27 ₹ 12,927.00 31.02 ₹ 13,102.00
3Y 23.84 ₹ 18,994.00 25.05 ₹ 19,553.00
5Y 26.44 ₹ 32,315.00 27.61 ₹ 33,839.00
7Y 17.30 ₹ 30,563.00 18.31 ₹ 32,451.00
10Y 15.76 ₹ 43,216.00 16.73 ₹ 46,978.00
15Y 14.83 ₹ 79,538.00 ₹

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 11.96 ₹ 12,764.89 13.49 ₹ 12,860.76
3Y ₹ 36000 34.89 ₹ 59,099.47 36.39 ₹ 60,266.12
5Y ₹ 60000 30.68 ₹ 127,614.78 31.94 ₹ 131,442.54
7Y ₹ 84000 25.40 ₹ 207,689.50 26.50 ₹ 215,890.92
10Y ₹ 120000 20.43 ₹ 352,794.48 21.41 ₹ 372,041.52
15Y ₹ 180000 18.03 ₹ 804,106.26 ₹


Date Franklin India Opportunities Fund NAV Regular Growth Franklin India Opportunities Fund NAV Direct Growth
17-01-2025 240.9998 264.2073
16-01-2025 241.2023 264.4201
15-01-2025 239.5446 262.5938
14-01-2025 238.3418 261.2662
13-01-2025 235.233 257.8495
10-01-2025 242.5074 265.7957
09-01-2025 246.1566 269.7859
08-01-2025 248.5464 272.3957
07-01-2025 250.7135 274.7612
06-01-2025 249.5611 273.4888
03-01-2025 254.5117 278.8851
02-01-2025 255.377 279.8236
01-01-2025 252.3505 276.4978
31-12-2024 251.1503 275.1733
30-12-2024 251.0563 275.0607
27-12-2024 251.1483 275.1322
26-12-2024 250.2779 274.1689
24-12-2024 250.0004 273.8455
23-12-2024 250.4042 274.2781
20-12-2024 249.6741 273.4492
19-12-2024 254.2747 278.478
18-12-2024 255.4423 279.7468
17-12-2024 256.2143 280.5823

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.