Franklin INDIA OPPORTUNITIES FUND · Regular · Growth
Franklin Templeton Mutual Fund
NAV
₹260.6020
as of 15 Jul 2026
Expense Ratio
1.75%
AUM
₹8,228 Cr
Lumpsum returns (CAGR)
- 1Y
- +2.05%
- 3Y
- +21.88%
- 5Y
- +18.63%
- Since Inception
- +13.21%
SIP returns (XIRR)
- 1Y
- +6.59%
- 3Y
- +12.01%
- 5Y
- +19.00%
- Since Inception
- +16.30%
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 (Jul 2016 – Jul 2026)
A ₹5,000 monthly SIP for the last 10 years (Jul 2016 – Jul 2026)
Real NAV backtest
A ₹5,000 monthly SIP would be worth ₹15,61,669 today — ₹6,00,000 invested, 18.4% XIRR.
₹6,00,000
Invested
₹15,61,669
Value today
18.4%
XIRR (p.a.)
A ₹1,00,000 lumpsum, the last 10 years (Jul 2016 – Jul 2026)
Real NAV backtest
₹1,00,000 invested 10 years ago would be ₹4,37,100 today (15.9% CAGR).
A regular withdrawal plan (SWP)
Real NAV backtest
A ₹10,00,000 corpus withdrawing ₹5,000/month since Jul 2016 would still hold ₹28,09,329.
Fund vs Benchmark (TRI)
Same SIP, benchmark total-return index
The same SIP would be worth ₹15,61,669 in this fund vs ₹12,23,561 in the benchmark — outperformance of ₹3,38,108.
Buying the worst day
Real NAV backtest
₹1,00,000 invested on the worst market day of the last 10 years (Jul 2016 – Jul 2026) (22 Mar 2020) would be ₹5,43,831 today (5.44×).
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, annualised0.01
Sharpe Ratio
+0.01
Alpha
0.29
Beta
0.01
Sortino
15.36%
Std Dev
-15.73%
Max Drawdown
Performance Comparison
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Fund Details
Available transactions
Portfolio holdings
portfolio shared with Franklin INDIA OPPORTUNITIES FUND - IDCW
- 1Hindustan Aeronautics Ltd6.36%
- 2Reliance Industries Ltd4.65%
- 3Shriram Finance Ltd4.02%
- 4Axis Bank Ltd3.85%
- 5Apl Apollo Tubes Ltd3.49%
- 6Ntpc Ltd3.32%
- 7State Bank Of India3.28%
- 8Asian Paints Ltd3.12%
- 9Mankind Pharma Ltd3.10%
- 10Aia Engineering Ltd2.93%
Investment Objective
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 ₹8,228 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY 500. The current expense ratio is 1.75%.
Who Should Invest?
- •Investors with a high risk appetite seeking long-term wealth creation
- •Investors with an investment horizon of 5 years or more
- •SIP investors who can benefit from rupee cost averaging during market fluctuations