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Snapshot
Snapshot
Franklin India Opportunities Fund - Direct (IDCW)
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Summary
Fund Name : Franklin Templeton Mutual Fund
Scheme Name : Franklin India Opportunities Fund - Direct (IDCW)
AMC : Franklin Templeton Mutual Fund
Type : Open
Category : Equity - Diversified
Launch Date : 01-Jan-13
Fund Manager : R Janakiraman
Net Assets:(Rs. cr) 8303.72
 
1Month 3Month 6Month 1Year 3Year 5Year Since Inception  
Latest Payouts
  Dividends Bonus
Ratio 40 % NA
Date 31-Oct-24 NA
Investment Details
Tax benefits :  
Min. Investment(Rs.) : 5000
Increm.Investment(Rs.) : 1000
Performance(%)
  1 Week
[%]
1 Month
[%]
3 Month
[%]
6 Month
[%]
1 Year
[%]
3 Year
[%]
5 Year
[%]
Since INC
[%]
Scheme Return -0.14 -3.01 -1.78 3.53 0.70 30.39 24.71 18.02
Category Avg -0.26 -2.02 -1.44 2.27 0.13 17.62 18.69 14.07
Category Best 1.86 2.13 5.24 11.51 18.72 30.45 30.80 38.40
Category Worst -7.22 -9.98 -10.93 -12.59 -22.10 0.84 6.47 -20.21
Statistical Ratios
What is Beta ?
Beta is a measure of the volatility of the portfolio to that of the index. In simple words it shows the movement of the portfolio in comparison. The Higher the Beta, higher the volatility of the scheme to the index. If its greater than1 , then the portfolio is highly volatile to the movemnts in the index. If the beta is lesser than 1 , then scheme is less volatile to the index and beta which is close to 1 implies that the scheme is closely following the index.
* Move the pointer over the headers to view the definition.
Beta [%] SD [%] Sharpe Ratio [%] Jensons Alpha [%] ER [%]
0.7992 4.1126 1.7211 15.4070 0.0068
Asset Allocation
Holdings
Company Name% Hold
Axis Bank 6.09
SBI 5.87
Reliance Industr 3.14
Bharti Airtel 2.93
Hind.Aeronautics 2.91
M & M 2.89
Mphasis 2.76
APL Apollo Tubes 2.67
NTPC 2.49
Lemon Tree Hotel 2.45
Eternal Ltd 2.42
PB Fintech. 2.38
HDFC Life Insur. 2.36
Syrma SGS Tech. 2.09
IDFC First Bank 2.01
Maruti Suzuki 1.99
PG Electroplast 1.95
Aster DM Health. 1.83
Cipla 1.79
Sudarshan Chem. 1.75
Kirloskar Oil 1.75
C.E. Info System 1.69
Interglobe Aviat 1.68
UltraTech Cem. 1.59
Amber Enterp. 1.55
Intellect Design 1.54
Metropolis Healt 1.51
RBL Bank 1.50
ERIS Lifescience 1.48
Piramal Pharma 1.39
Ujjivan Small 1.33
UPL 1.32
Akums Drugs 1.30
HDB FINANC SER 1.27
Tata Comm 1.25
AIA Engineering 1.22
TVS Motor Co. 1.20
Pricol Ltd 1.17
Indus Towers 1.12
Zensar Tech. 0.97
Pine Labs 0.97
Biocon 0.90
Mankind Pharma 0.86
Syngene Intl. 0.73
Affle 3i 0.72
Finolex Cables 0.64
Apollo Hospitals 0.64
Deepak Nitrite 0.63
Camlin Fine 0.62
Vikram Solar 0.62
Swiggy 0.53
Brigade Enterpr. 0.47
Tata Motors PVeh 0.28
Tata Motors 0.28
Whirlpool India 0.15
Stanley Lifesty. 0.14
Chennai Inter.
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