Franklin INDIA OPPORTUNITIES FUND · Regular · Growth
Franklin Templeton Mutual Fund
NAV
₹260.3244
as of 29 Sept 2026
Expense Ratio
2.09%
AUM
₹8,624 Cr
Lumpsum returns (CAGR)
- 1Y
- +2.75%
- 3Y
- +18.52%
- 5Y
- +16.70%
- Since Inception
- +13.10%
SIP returns (XIRR)
- 1Y
- +4.37%
- 3Y
- +9.06%
- 5Y
- +17.52%
- Since Inception
- +16.11%
Returns calculated from 21 February 2000 onwards due to a structural change in the scheme on that date. Earlier NAV history is preserved but excluded from multi-year return calculations. Periods spanning this date show —.
What history actually did — last 10 years (Sept 2016 – Sept 2026)
A ₹5,000 monthly SIP for the last 10 years (Sept 2016 – Sept 2026)
Real NAV backtest
A ₹5,000 monthly SIP would be worth ₹15,26,992 today — ₹6,00,000 invested, 17.9% XIRR.
₹6,00,000
Invested
₹15,26,992
Value today
17.9%
XIRR (p.a.)
A ₹1,00,000 lumpsum, the last 10 years (Sept 2016 – Sept 2026)
Real NAV backtest
₹1,00,000 invested 10 years ago would be ₹4,24,157 today (15.6% CAGR).
A regular withdrawal plan (SWP)
Real NAV backtest
A ₹10,00,000 corpus withdrawing ₹5,000/month since Sept 2016 would still hold ₹27,14,581.
Fund vs Benchmark (TRI)
Same SIP, benchmark total-return index
The same SIP would be worth ₹15,26,992 in this fund vs ₹11,24,556 in the benchmark — outperformance of ₹3,81,707.
Buying the worst day
Real NAV backtest
₹1,00,000 invested on the worst market day of the last 10 years (Sept 2016 – Sept 2026) (22 Mar 2020) would be ₹5,43,251 today (5.43×).
Historical simulation using actual published NAVs for the stated period. Past performance may or may not be sustained in the future. Not investment advice.
Risk Metrics
Trailing 1 year, annualised0.38
Sharpe Ratio
+0.11
Alpha
0.29
Beta
0.36
Sortino
14.44%
Std Dev
-15.73%
Max Drawdown
Performance Comparison
Sectoral allocation
as of 31 Aug 2026- Industrial Products14.34%
- Aerospace & Defense8.65%
- Industrial Manufacturing8.44%
- Banks7.53%
- Pharmaceuticals & Biotechnology7.21%
- Leisure Services5.38%
- Healthcare Services5.03%
- Automobiles4.78%
- Finance3.80%
- Financial Technology (Fintech)3.71%
- Petroleum Products2.83%
- IT - Software2.81%
Each sector links to the mutual funds most exposed to it.
Related reading
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Fund Details
Available transactions
Portfolio holdings
- 1Hindustan Aeronautics Ltd7.68%
- 2Tbo Tek Ltd4.39%
- 3Apl Apollo Tubes Ltd3.80%
- 4Mankind Pharma Ltd3.79%
- 5Amphenol Corp3.64%
- 6Syrma Sgs Technology Ltd3.54%
- 7Tvs Motor Co Ltd3.31%
- 8Aia Engineering Ltd3.03%
- 9Shriram Finance Ltd3.03%
- 10Reliance Industries Ltd2.83%
What this fund does
Franklin INDIA OPPORTUNITIES FUND · Regular · Growth invests in stocks from a specific sector or theme, offering concentrated exposure to a particular area of the economy. These funds carry sector-specific risks but can deliver significant returns when the underlying sector performs well.
About This Fund
Franklin INDIA OPPORTUNITIES FUND · Regular · Growth is a Sectoral / Thematic mutual fund offered by Franklin Templeton Mutual Fund. The fund has been operational for over 28 years. It manages assets worth ₹8,624 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY 500. The current expense ratio is 2.09%.