Table of Contents 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 13.5% 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 Aug 25 ₹247.008 ↓ -2.29 (-0.92 %) Net Assets (AUM) as on 30 Jun 2025 ₹7,200 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 -1.73 Expense Ratio 2.12 % Sharpe Ratio -0.093 Information Ratio 1.71 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 Aug 25 Duration Returns 1 Month -1.8% 3 Month 4.8% 6 Month 4.8% 1 Year 1.5% 3 Year 30.2% 5 Year 29.1% 10 Year 15 Year Since launch 13.5% 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 31 Jul 20 ₹10,000 31 Jul 21 ₹16,320 31 Jul 22 ₹16,368 31 Jul 23 ₹21,841 31 Jul 24 ₹36,906 31 Jul 25 ₹36,999 
Asset Allocation
Asset Class Value Cash 5.1% Equity 94.9% 
Sector Allocation
Sector Value Consumer Cyclical 18.52% Financial Services 17.94% Health Care 12.34% Technology 9.85% Basic Materials 8.68% Communication Services 6.9% Energy 6.33% Consumer Defensive 4.94% Industrials 4.27% Utility 2.95% Real Estate 2.17% 
Top Securities Holdings / Portfolio
Holdings/Securities
Name Global Industry Holding Value Quantity Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 22 | RELIANCEOil & Gas Refining & Marketing 6% ₹456 Cr 3,038,968 HDFC Bank Ltd (Financial Services)
Equity, Since 31 May 24 | HDFCBANKBanks - Regional 6% ₹409 Cr 2,043,971 Axis Bank Ltd (Financial Services)
Equity, Since 30 Apr 25 | 532215Banks - Regional 5% ₹354 Cr 2,950,277
↑ 1,002,248 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 24 | BHARTIARTLTelecom Services 4% ₹270 Cr 1,342,233 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Aug 23 | 543320Internet Retail 4% ₹268 Cr 10,130,262
↑ 3,731,849 Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 30 Jun 24 | HINDUNILVRHousehold & Personal Products 4% ₹257 Cr 1,121,657 NTPC Ltd (Utilities)
Equity, Since 31 Aug 22 | 532555Utilities - Regulated Electric 3% ₹212 Cr 6,333,312
↑ 3,900,867 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 30 Apr 25 | MARUTIAuto Manufacturers 3% ₹210 Cr 169,582
↑ 86,684 HDFC Life Insurance Co Ltd (Financial Services)
Equity, Since 31 Jul 24 | HDFCLIFEInsurance - Life 3% ₹208 Cr 2,560,258
↑ 447,066 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 May 24 | M&MAuto Manufacturers 3% ₹203 Cr 637,966
Talk to our investment specialistFund Managers
Name Since Tenure Kiran Sebastian 7 Feb 22 3.48 Yr. R. Janakiraman 1 Apr 13 12.34 Yr. Sandeep Manam 18 Oct 21 3.79 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 ₹247.008
↓ -2.29 4.84 % 1.53 % 30.21 % 29.08 % Franklin India Opportunities Fund
Normal Dividend, Payout ₹38.7568
↑ 0.05 4.84 % 0.79 % 29.32 % 28.31 % Franklin India Opportunities Fund
Normal Dividend, Reinvestment ₹38.7568
↑ 0.05 4.84 % 0.79 % 29.32 % 28.31 % Data as on 7 Aug 25
All efforts have been made to ensure the information provided here is accurate. However, no guarantees are made regarding correctness of data.
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