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Sectoral / Thematic📊 NIFTY 500

Franklin INDIA OPPORTUNITIES FUND · Regular · Growth

Franklin Templeton Mutual Fund

#109 of 213 (1Y)

NAV

₹253.1614

as of 16 Jun 2026

Expense Ratio

1.75%

AUM

₹8,228 Cr

Viewing Regular · Growth
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Lumpsum returns (CAGR)

1Y
+2.66%
3Y
+22.36%
5Y
+18.56%
Since Inception
+13.13%

SIP returns (XIRR)

1Y
+1.75%
3Y
+11.48%
5Y
+18.40%
Since Inception
+16.20%

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 —.

Beat the benchmark — ₹100/month SIP

Same SIP in this fund vs the benchmark index

This fund

₹3,97,427

Benchmark

₹3,25,096

+₹72,331 extra wealth vs the benchmark index

Backtest this SIP yourself

SIP since inception — what ₹100/month became

Real NAV backtest from day one

₹31,600

Invested

₹3,97,427

Value today

16.1%

XIRR (p.a.)

100/month SIP from fund inception · Current value as of today

Try SIP Calculator with this fund's history

5,000 lumpsum at launch — value today

Invested on the fund's first NAV date

₹5,000

Invested

₹1,24,853

Value today

13.0%

CAGR (p.a.)

One-time investment at fund inception · Growth purely from NAV appreciation

Try Lumpsum Calculator

₹10L corpus with ₹5,000/month withdrawals since inception

Corpus is still growing despite monthly payouts

₹10,00,000

Initial corpus

₹15,80,000

Withdrawn

₹50,99,222

Corpus left

+₹56,79,222 net gain — withdrew ₹15,80,000 AND corpus grew

Plan your SWP with real NAV

₹6L corpus via 12-month STP from a liquid fund at inception

₹50K/month transferred from HDFC Liquid → this fund at launch

₹6,00,000

Invested

₹1,49,82,355

Value today

+0.0%

vs lumpsum

STP beat direct lumpsum by 0.0% — reduced timing risk paid off

Model your own STP with real NAV

₹1 lakh on the worst crash day — 22 Mar 2020

Worst single-day Nifty drop during this fund's life

₹1,00,000

Invested

₹5,10,671

Value today

5.1×

Multiple

Staying invested through that crash turned ₹1L into ₹5,10,671 — a 5.1× return

Read: Staying invested through crashes

Risk Metrics

Trailing 1 year, annualised

-0.35

Sharpe Ratio

-0.04

Alpha

0.50

Beta

-0.33

Sortino

15.64%

Std Dev

-16.68%

Max Drawdown

Performance Comparison

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Fund Details

Fund HouseFranklin Templeton Mutual Fund
CategorySectoral / Thematic
BenchmarkNIFTY 500 ✓
Launch Date29 Jun 1998
AMFI Code103151
Transaction facts
Min. Lumpsum₹5,000
Min. SIP₹100

Available transactions

PurchaseSIPRedeemSWPSwitchSTPDemat

Portfolio holdings

as of 30 Apr 2026

portfolio shared with Franklin INDIA OPPORTUNITIES FUND - IDCW

Holding% NAV

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 27 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