Investment Objective and Approach

Franklin India Opportunities Fund aims to generate capital appreciation by capitalising on the long-term growth opportunities in the Indian economy. The scheme will invest in a broad range of stocks without any limitation either qualitative or quantitative and across market capitalization. This diversified equity fund focuses on identifying and investing in companies that offer substantial growth potential across various sectors and market caps.

The fund follows a flexible investment approach, allowing fund managers to invest across large-cap, mid-cap, and small-cap stocks based on market opportunities. As of 28-Feb-2025, Franklin India Opportunities Fund - Direct Plan had invested 91.02% in Equity and 8.98% in Cash & Cash Eq. This allocation strategy provides the fund with the flexibility to capitalize on emerging opportunities while maintaining adequate liquidity.

Key financial metrics as of July 2025:

- Current NAV: ₹280.92 as of 24th July 2025

- AUM: ₹7,199.55 Cr as of 24th July 2025

- Expense Ratio: 0.49% as of 24th July 2025

- Since inception returns: 741.37% (absolute) with CAGR of 18.51%

Fund Managers

The fund is currently managed by R Janakiraman, Srikesh Nair, and Hari Shyamsunder. Mr. Janakiraman is a B.E and PGDM (Business Management) and has extensive experience in the investment management industry. Prior to joining Franklin Templeton Investments, he has worked with Indian Syntans Inv. Pvt. Ltd., Citicorp Information Tech Ltd. and UTI Securities Exchange Ltd.

The fund is managed by R. Janakiraman, who brings significant expertise in equity research and portfolio management. The fund management team's combined experience and research capabilities contribute to the fund's investment strategy and performance.

About the Fund House (AMC)

Franklin Templeton Investments began its operations in India back in 1996 under the name Templeton Asset Management India Pvt. Ltd. The trust, Franklin Templeton Mutual Fund, is registered with SEBI under the registration number MF/026/96/8. This establishes the fund house as one of the early entrants in the Indian mutual fund industry with nearly three decades of experience.

Franklin Templeton is a globally recognized asset management company with a strong presence in India. The fund house offers a comprehensive range of mutual fund schemes across equity, debt, and hybrid categories, catering to diverse investor needs and risk profiles.

Key fund details:

- Launch Date: 19 February 1996

- Direct Plan Launch: 1 January 2013

- Minimum SIP Investment: ₹500

- Minimum Lumpsum Investment: ₹5,000

- Exit Load: 1% if redeemed within 1 year

Should I Invest in Franklin India Opportunities Fund?

Franklin India Opportunities Fund can be suitable for investors seeking long-term capital appreciation through equity investments. The fund's diversified approach across market capitalizations provides exposure to various growth opportunities in the Indian economy.

Suitable for:

- Investors with a long-term investment horizon (5+ years)

- Those seeking capital appreciation through equity investments

- Investors comfortable with equity market volatility

- Those looking for professional fund management with flexible investment approach

Key considerations:

- The fund is rated as Very High risk

- Do not invest in this, or any other thematic fund, if you need to redeem your investment in less than five years

- If you do invest, you must do so only through the SIP route

The fund's performance metrics show:

- 1-year return: 4.38%, 3-year return: 35.39%, 5-year return: 32.31%

- Alpha ratio: 5.54, indicating outperformance compared to expected returns

FAQs

What is today's NAV of Franklin India Opportunities Fund?

The current NAV of Franklin India Opportunities Fund is ₹280.92 as of 24th July 2025.

What is the AUM of Franklin India Opportunities Fund?

The AUM of Franklin India Opportunities Fund is ₹7,199.55 Cr as of 24th July 2025.

What is the expense ratio of Franklin India Opportunities Fund?

The expense ratio of Franklin India Opportunities Fund is 0.49% as of 24th July 2025.

What are the returns of Franklin India Opportunities Fund since inception?

Franklin India Opportunities Fund has delivered a CAGR return of 18.51% since inception.

What is the minimum SIP amount to invest in Franklin India Opportunities Fund?

The minimum SIP investment is ₹500.

How do I invest in Franklin India Opportunities Fund?

You can invest through Allvest platform by selecting the fund, choosing SIP or lump sum option, and completing the investment process online with zero commission.

How to start a SIP in Franklin India Opportunities Fund?

Visit Allvest platform, search for Franklin India Opportunities Fund, select SIP option, choose investment amount and frequency, then set up auto-debit instructions.

How do I automate an SIP in Franklin India Opportunities Fund?

Through Allvest, you can set up automated SIP by providing bank mandate or UPI auto-pay authorization during the investment process.

How can I withdraw/redeem my investment in Franklin India Opportunities Fund?

You can redeem your investment through Allvest platform online. Note that exit load of 1% applies if redeemed within 1 year.