Franklin INDIA OPPORTUNITIES FUND · Regular · Growth
Franklin Templeton Mutual Fund
NAV
₹260.5487
as of 31 Jul 2026
Expense Ratio
1.75%
AUM
₹8,419 Cr
Lumpsum returns (CAGR)
- 1Y
- +3.14%
- 3Y
- +20.39%
- 5Y
- +18.52%
- Since Inception
- +13.19%
SIP returns (XIRR)
- 1Y
- +6.05%
- 3Y
- +11.66%
- 5Y
- +18.69%
- Since Inception
- +16.26%
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 (Aug 2016 – Jul 2026)
A ₹5,000 monthly SIP for the last 10 years (Aug 2016 – Jul 2026)
Real NAV backtest
A ₹5,000 monthly SIP would be worth ₹15,39,751 today — ₹5,95,000 invested, 18.3% XIRR.
₹5,95,000
Invested
₹15,39,751
Value today
18.3%
XIRR (p.a.)
A ₹1,00,000 lumpsum, the last 10 years (Aug 2016 – Jul 2026)
Real NAV backtest
₹1,00,000 invested 10 years ago would be ₹4,35,406 today (15.9% CAGR).
A regular withdrawal plan (SWP)
Real NAV backtest
A ₹10,00,000 corpus withdrawing ₹5,000/month since Aug 2016 would still hold ₹28,14,309.
Fund vs Benchmark (TRI)
Same SIP, benchmark total-return index
The same SIP would be worth ₹15,39,751 in this fund vs ₹12,17,407 in the benchmark — outperformance of ₹3,22,344.
Buying the worst day
Real NAV backtest
₹1,00,000 invested on the worst market day of the last 10 years (Aug 2016 – Jul 2026) (22 Mar 2020) would be ₹5,43,719 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, annualised0.05
Sharpe Ratio
+0.02
Alpha
0.29
Beta
0.05
Sortino
14.99%
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 Ltd6.15%
- 2State Bank Of India5.07%
- 3Reliance Industries Ltd4.32%
- 4Shriram Finance Ltd4.20%
- 5Aia Engineering Ltd3.55%
- 6Syrma Sgs Technology Ltd3.52%
- 7Kirloskar Oil Engines Ltd3.31%
- 8Apl Apollo Tubes Ltd3.24%
- 9Mankind Pharma Ltd3.15%
- 10Hdfc Bank Ltd2.95%
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 ₹8,419 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