The investment objective of Franklin India Opportunities Fund (FIOF) is to generate capital appreciation by capitalizing on the long-term growth opportunities in the Indian economy. Franklin India Opportunities Fund is a Equity - Sectoral fund launched on 21 Feb 00. It is a fund with Moderately High risk and has given a Below is the key information for Franklin India Opportunities Fund Returns up to 1 year are on Historical performance (Yearly) on absolute basis Franklin India Opportunities Fund - G
Scheme Objective
CAGR return of 13.4% since its launch. Ranked 47 in Sectoral category. Return for 2024 was 37.3% , 2023 was 53.6% and 2022 was -1.9% . NAV as on 8 Dec 25 ₹254.707 ↓ -4.13 (-1.60 %) Net Assets (AUM) as on 31 Oct 2025 ₹8,189 Cr. Launch Date 21 Feb 2000 Category Equity - Sectoral Rating ☆☆☆ Type Open Ended Fund Risk Moderately High AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Alpha Ratio 0.68 Expense Ratio 1.83 % Sharpe Ratio 0.061 Information Ratio 1.78 Benchmark Not Available Min Investment ₹5,000 Min SIP Investment ₹500 Exit Load 0-1 Years (1%),1 Years and above(NIL) NAV Price Chart
Returns
Annual Compounded Returns
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 8 Dec 25 Duration Returns 1 Month -2% 3 Month -0.8% 6 Month 2.2% 1 Year -0.6% 3 Year 27.1% 5 Year 23.6% 10 Year 15 Year Since launch 13.4% Historical Annual Returns
Year Returns 2024 37.3% 2023 53.6% 2022 -1.9% 2021 29.7% 2020 27.3% 2019 5.4% 2018 -10.1% 2017 35.6% 2016 4.2% Growth of 10k Over Years
Date Value 30 Nov 20 ₹10,000 30 Nov 21 ₹13,952 30 Nov 22 ₹14,394 30 Nov 23 ₹19,801 30 Nov 24 ₹29,167 30 Nov 25 ₹30,396 Asset Allocation
Asset Class Value Cash 6.34% Equity 93.64% Sector Allocation
Sector Value Financial Services 24.53% Consumer Cyclical 16.82% Health Care 13% Technology 12.83% Basic Materials 8.66% Communication Services 5.45% Industrials 4.35% Energy 3.02% Utility 2.61% Consumer Defensive 1.62% Real Estate 0.55% Top Securities Holdings / Portfolio
Holdings/Securities
Name Global Industry Holding Value Quantity Axis Bank Ltd (Financial Services)
Equity, Since 30 Apr 25 | 532215Banks - Regional 6% ₹487 Cr 3,948,707
↑ 998,430 State Bank of India (Financial Services)
Equity, Since 31 Oct 25 | SBINBanks - Regional 6% ₹467 Cr 4,981,006
↑ 4,981,006 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Aug 23 | 543320Internet Retail 4% ₹303 Cr 9,548,090 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 30 Apr 25 | MARUTIAuto Manufacturers 3% ₹274 Cr 169,582 Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 22 | RELIANCEOil & Gas Refining & Marketing 3% ₹247 Cr 1,661,519
↓ -810,710 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 24 | BHARTIARTLTelecom Services 3% ₹238 Cr 1,158,502 Mphasis Ltd (Technology)
Equity, Since 30 Nov 24 | 526299Information Technology Services 3% ₹225 Cr 814,231 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 May 24 | M&MAuto Manufacturers 3% ₹222 Cr 637,966 NTPC Ltd (Utilities)
Equity, Since 31 Aug 22 | 532555Utilities - Regulated Electric 3% ₹213 Cr 6,333,312 HDFC Bank Ltd (Financial Services)
Equity, Since 31 May 24 | HDFCBANKBanks - Regional 3% ₹213 Cr 2,153,280
↓ -1,934,662
Talk to our investment specialistFund Managers
Name Since Tenure Kiran Sebastian 7 Feb 22 3.73 Yr. R. Janakiraman 1 Apr 13 12.59 Yr. Sandeep Manam 18 Oct 21 4.04 Yr. Custodians
Company Address The Hongkong and Shanghai Bankg Corp Ltd 37, Chilpae-ro, Jung-gu Registrar & Transfer Agent
Computer Age Management Services Ltd Address New No.10, Old No.178,,Kodambakkam High Road,,Opp. Hotel Palmgrove,,Nungambakkam FAX 91-44-28283610 Email enq_L@camsonline.com Administrator Companies
Company Address Franklin Templeton Asst Mgmt(IND)Pvt Ltd One International Centre, Tower 2, 12th and 13th Floor,Senapati Bapat Marg, Elphinstone Road (West), Mumbai Auditors
Company Address BSR & Co. LLP BSR & Co. LLP All Plan & Options
Fund and Plan NAV 6 Month 1 Year 3 Year 5 Year Franklin India Opportunities Fund
Growth ₹254.707
↓ -4.13 2.16 % -0.64 % 27.07 % 23.56 % Franklin India Opportunities Fund
Normal Dividend, Payout ₹36.5354
↓ -0.59 1.61 % -1.17 % 26.31 % 22.77 % Franklin India Opportunities Fund
Normal Dividend, Reinvestment ₹36.5354
↓ -0.59 1.61 % -1.17 % 26.31 % 22.77 % Data as on 8 Dec 25