Aeterna Wealth
Sectoral/Thematic · Direct plan · Growth

Franklin India Opportunities Fund (Direct)

Franklin Templeton Mutual Fund · benchmark Nifty 500 TRI · 13.8 years old · AMFI code 118539

A+
Track-record rating: 2 of 49 in Thematic: Other Themes

A+ (top 10% of its peer group), score 83.7 out of 100. Describes the past, not a forecast.

Returns against the index

PeriodFundIndex (TRI)DifferenceRank in category
6 months2.4%2.5%-0.1%65 / 106
1 year-2.1%-1.0%-1.1%65 / 100
3 years (a year)19.5%12.0%+7.5%7 / 50
5 years (a year)16.6%9.7%+6.9%6 / 32

Growth option, point to point to 5 Nov 2026; periods over a year are annualised (CAGR). Index returns use the total-return index, which includes dividends.

Risk

Volatility, 3Y15.9%
Max fall, 5Y-24.3%
Up capture, 3Y118
Down capture, 3Y90
Information ratio, 3Y1.01
Jensen's alpha, 3Y+7.5%
Beta, 3Y1.00
Sharpe, 3Y0.76

Portfolio

Hindustan Aeronautics Ltd6.7%
TBO Tek Ltd5.0%
Syrma SGS Technology Ltd4.5%
Mankind Pharma Ltd4.0%
Amphenol Corp4.0%
APL Apollo Tubes Ltd3.8%
TVS Motor Co Ltd3.2%
Kirloskar Oil Engines Ltd3.1%
Finolex Cables Ltd3.0%
AIA Engineering Ltd2.8%

Top 10 holdings, September 2026 portfolio.

Common questions

What is the NAV of Franklin India Opportunities Fund (Direct plan)?

₹284.31 on 5 Nov 2026 (Growth option).

What is the expense ratio of Franklin India Opportunities Fund (Direct)?

0.87% a year; the Regular plan's is 2.08%.

What return has Franklin India Opportunities Fund given over 3 years?

19.5% a year (Direct plan) over the 3 years to 5 Nov 2026, against 12.0% for the Nifty 500 total-return index.

What does Franklin India Opportunities Fund invest in?

Its largest holdings are Hindustan Aeronautics Ltd, TBO Tek Ltd, Syrma SGS Technology Ltd, with 50 stocks in all (September 2026 portfolio).

How is Franklin India Opportunities Fund rated?

A+: 2 of 49 Direct plans in Thematic: Other Themes, on its track record. This describes the past and is not a recommendation.

Data as of 5 Nov 2026: NAVs from AMFI, index data from NSE Indices, portfolios from Franklin Templeton Mutual Fund's monthly disclosure. Updated every weekday. Read the scheme documents before investing.