Franklin India Opportunities Fund
The scheme aims to generate capital appreciation by capitalising on the long-term growth opportunities in the India economy. The scheme will invest in a broad range of stocks without any limitation either qualitative or quantitative and across market capitalization.
Growthvine rating: 4/5 — ranked #33 of 186 in category.
Fund basics
| Category | Equity: Thematic |
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| NAV | ₹243.80 (as of 2026-10-22) |
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| AUM | ₹9,717 Cr |
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| Expense ratio | 1.51% |
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| Riskometer | Very High |
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| Fund manager | Kiran Sebastian |
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| Exit load | 1% for redemption within 365 days |
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Performance & risk
| 5-year annualised return | 16.44% |
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| Sharpe ratio | 0.74 |
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| Standard deviation | 17.46% |
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| Max drawdown | −65.08% |
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| Alpha | 8.47 |
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| Beta | 1.02 |
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Over 5 years, captured 116.0% of Nifty 500's upside and 82.3% of its downside.
Market cap allocation
| Large cap | 33.1% |
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| Mid cap | 22.7% |
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| Small cap | 44.3% |
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Concentration
| Top 5 holdings | 24.1% |
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| Top 10 holdings | 40.0% |
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| Total holdings | 48 |
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Top holdings
- Hindustan Aeronautics Limited — 6.7%
- TBO TEK LIMITED — 5.0%
- Net Asset — 4.5%
- Syrma SGS Technology Limited — 4.4%
- Mankind Pharma Limited — 4.0%
- AMPHENOL CORP — 4.0%
- APL Apollo Tubes Limited — 3.8%
- TVS Motor Company Ltd. — 3.2%
- Kirloskar Oil Engines Limited — 3.1%
- Finolex Cables Ltd. — 3.0%
Top sectors
- Industrial Products — 20.5%
- Banking & Financial — 9.9%
- Aerospace & Defence — 7.7%
Calendar-year track record
| Year | Return | Quartile | Category rank |
|---|
| 2026 (partial) | −5.9% | Q2 | #74 of 167 |
| 2025 | 3.1% | Q3 | #75 of 132 |
| 2024 | 37.3% | Q1 (Top) | #3 of 86 |
| 2023 | 53.6% | Q1 (Top) | #5 of 66 |
| 2022 | −1.9% | Q3 | #39 of 55 |