Sharpe ratio
0.67Return earned for the risk taken.
Moderate
Moderate risk-adjusted returns. The reward for risk has been average.
+0.59%1Y Absolute Return
-0.32%1D
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Past performance is not an indicator of future returns.
Returns calculator comparison
Compare an illustrative investment outcome across return assumptions.
| Asset | Projected corpus | Total invested | Gain | Annual return |
|---|---|---|---|---|
| Franklin India Opportunities Fund - Direct - GrowthFund 5Y annualised return | ₹10,99,320 | ₹7,32,612 | ₹3,66,708 | +16.22% |
| EPFIllustrative annual assumption | ₹8,95,132 | ₹7,32,612 | ₹1,62,520 | +8.25% |
| Residential propertyIllustrative annual assumption | ₹8,67,662 | ₹7,32,612 | ₹1,35,050 | +7.00% |
| PPFIllustrative annual assumption | ₹8,69,819 | ₹7,32,612 | ₹1,37,207 | +7.10% |
| Bank fixed depositIllustrative annual assumption | ₹8,56,981 | ₹7,32,612 | ₹1,24,369 | +6.50% |
| GoldIllustrative annual assumption | ₹8,67,662 | ₹7,32,612 | ₹1,35,050 | +7.00% |
| Savings accountIllustrative annual assumption | ₹7,86,827 | ₹7,32,612 | ₹54,215 | +3.00% |
Illustration only. Fund results use the available NAV-derived annualised return and can be negative. Reference rows are assumptions, not current quoted rates or guaranteed returns; property excludes transaction costs, taxes, and liquidity constraints. Mutual fund investments are subject to market risk.
Wealth multiple
₹1 became₹1.17
₹1 Lakh since launch₹1.17 Lakh
Fund age13.9 yrs
Fund information
Scheme code118539
ISININF090I01GC8
BenchmarkNIFTY 500 TRI
CategoryEquity Scheme - Sectoral/ Thematic
Expense ratio0.89%
Exit loadExit load of 1% if redeemed within 1 year
Minimum SIP₹500 SIP
Return comparison
567th / 932 in category| Period | Fund | Benchmark | Category avg |
|---|---|---|---|
| 1M | +20.14% | — | — |
| 3M | -11.30% | — | — |
| 6M | +13.28% | — | — |
| 1Y | +0.59% | — | +4.16% |
| 3Y | +19.19% | — | +12.54% |
| 5Y | +16.22% | — | +10.04% |
| 10Y | +16.88% | — | — |
| Since Launch | +16.86% | — | — |
Risk-adjusted performance
Every measure is expanded with a plain-language reading of the latest calculated value.
Sortino ratio
0.93Return earned while limiting downside risk.
Moderate
Moderate downside risk-adjusted performance.
Standard deviation
15.73%How much the fund’s returns fluctuate over time.
High volatility
Returns can swing significantly.
Beta
—How closely the fund moves with the market.
Unavailable
This measure needs sufficient fund and benchmark history to calculate.
Alpha
—Extra return generated above the benchmark.
Unavailable
This measure needs sufficient fund and benchmark history to calculate.
Treynor ratio
—Return earned for each unit of market risk taken.
Unavailable
This measure needs sufficient fund and benchmark history to calculate.
Calmar ratio
0.43How well the fund rewarded investors relative to its biggest decline.
Low
Returns have been modest compared to the drawdowns experienced.
Information ratio
—How consistently the fund outperformed its benchmark.
Unavailable
This measure needs sufficient fund and benchmark history to calculate.
Portfolio allocation
Latest disclosed portfolio mix
Asset allocation
Portfolio100%
Equity91.48%
Cash8.25%
Debt0.27%
Market cap allocation
Sector allocation
Equity exposure by sector
Top holdings
10 of 46 disclosed positions
| Holding | Sector | Instrument type | Weight |
|---|---|---|---|
| Cash/Net Current Assets | Unspecified | Cash/Net Current Assets | 8.251% |
| Hindustan Aeronautics Ltd | Industrials | Equity | 6.1493% |
| State Bank of India | Financial | Equity | 5.0686% |
| Reliance Industries Ltd | Energy & Utilities | Equity | 4.3223% |
| Amphenol Corp Forgn. Eq (APH) | Industrials | Foreign - Equity | 4.2561% |
| Shriram Transport Finance Company Ltd | Financial | Equity | 4.1994% |
| AIA Engineering Ltd | Industrials | Equity | 3.5457% |
| Syrma SGS Technology Ltd | Technology | Equity | 3.5237% |
| Kirloskar Oil Engines Ltd | Industrials | Equity | 3.3134% |
| APL Apollo Tubes Ltd | Industrials | Equity | 3.2355% |
Fund management
KI
Kiran Sebastian
Since 2022 · Prior to joining Franklin Templeton Mutual Fund, he has worked with ARGA Investment Management (India) Pvt. Ltd.
Mr. Sebastian is a MBA, University of Oxford. B.Tech, University of Calicut.
R
R Janakiraman
Since 2013 · Prior to joining Franklin Templeton Investments, he has worked with Indian Syntans Inv. Pvt. Ltd., Citicorp Information Tech Ltd. and UTI Securities Exchange Ltd.
Mr. Janakiraman is a B.E and PGDM (Business Management).
SA
Sandeep Manam
Since 2021 · Prior to joining Franklin Templeton Asset Management (India) Pvt. Ltd., he has worked with Cognizant Technology Solutions, Shapoorji Pallonji & Company Private Limited.
Mr. Manam is a PGDM (IIM-Ahmedabad), B.Tech (Electronics & Communication Engg.)- National Institute of Technology Calicut
Compare similar funds
No comparable category funds are available yet.
Summary
A very high-risk equity scheme - sectoral/ thematic fund. Ahead of its category average over 3Y by 6.7 points. Has fallen sharply before — down -39.3% at its worst.
Strengths
- Ahead of its category average over 3Y by 6.7 points.
- Same fund manager for 14+ years — the strategy has not chopped and changed.
Weaknesses
- Has fallen sharply before — down -39.3% at its worst.
- Ranks 567 of 932 in its category over 1 year.
Ideal investor
- Needs a 5–7+ years horizon to ride out its very high risk level.
- Good fit for SIPs — spreading purchases smooths out 15.7% volatility.
Risk drivers
- Corrections have been sharp — worst fall -39.3% with 15.7% volatility. Took 8 months to recover last time.