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InvestVerdict

Franklin India Opportunities Fund

Direct Plan · Growth · Sectoral / Thematic · Scheme code 118539

NAV₹279.8707as on 29 Oct 2026
Fund houseFranklin Templeton Mutual Fund
CategorySectoral / Thematic
Plan & optionDirect · Growth
History13.7 years

Returns (%)

 1M3M6M1Y3Y5Y7Y10YLaunch
This scheme 3.107.706.26 7.0922.8419.99 22.8616.9917.40
Nifty 500
benchmark		 0.874.312.15 5.2012.4911.41 ——15.49
Sectoral / Thematic
category median		 ——— -5.6313.0410.23 —13.74—

Over a year annualised (CAGR), under a year absolute. Computed from AMFI's published NAV history for this scheme.

Risk

 VolatilitySharpeSortinoBetaAlphaMax fallR²
This scheme 17.3% 0.95 1.53 1.04 9.50% -39.3% 84.13
Nifty 500
benchmark		 15.2%0.39 0.58—— -37.3%—

Risk-free rate 6.5%. Beta, alpha and R² are regressed on the 36 months this scheme and its benchmark share.

Growth of ₹100 since launch

193326469592014201620182020202220242026InvestVerdict

Drawdown from peak (%)

0%-13%-26%-40%2014201620182020202220242026

Every one-year period it has lived through

WindowsWorstMedianBestPeriods that lost money
3,115 -34.7% 12.4% 112.5% 17%

Every one-year holding period in this scheme's history, not just the last one — the spread a real investor would have met depending only on when they started.

How it behaves against its benchmark

Up captureDown captureCorrelation Tracking errorInformation ratioTreynor
127% 88% 0.92 6.9% 1.41 15.01

Up capture is how much of the benchmark's gain this scheme kept in the months the benchmark rose; down capture, how much of its fall it took. Below 100 on the down side and above it on the up side is the combination every fund is trying for and few reach. Measured over the 36 months this scheme and Nifty 500 share.

InvestVerdict

Franklin India Opportunities Fund

Direct Plan · Growth

Allocation

By asset

Equity90.85%
Cash & Equivalents4.47%
Foreign Securities3.95%
Debt0.73%

By market cap

Large Cap30.06%
Mid Cap20.59%
Small Cap39.49%
Unclassified5.39%

Concentration

Number of stocks52
Top 5 stocks24.10%
Top 10 stocks39.99%
Top 20 stocks64.73%
Lines in the filing54
Largest holding6.74%
Largest sectorIndustrial Products 14.87%
Effective stocks36.9
Sectors held24
Cash4.47%

Effective stocks is what the concentration works out to: a fund holding 52 names but most of its money in a few behaves like a fund of 37. Cash includes repo and TREPS, which every fund parks money in overnight.

Sector split

Industrial Products — 14.9%Banks — 9.9%Industrial Manufacturing — 9.6%Aerospace & Defense — 7.7%Pharmaceuticals & Biotechnology — 7.5%Leisure Services — 6.0%Healthcare Services — 5.6%Automobiles — 4.6%Finance — 4.5%Other — 29.9%Industrial Products14.9%Banks9.9%Industrial Manufacturing9.6%Aerospace & Defense7.7%Pharmaceuticals & Biotech…7.5%Leisure Services6.0%Healthcare Services5.6%Automobiles4.6%Finance4.5%Other29.9%
Industrial Products14.87%
Banks9.89%
Industrial Manufacturing9.62%
Aerospace & Defense7.67%
Pharmaceuticals & Biotechnology7.49%
Leisure Services5.96%
Healthcare Services5.56%
Automobiles4.55%
Finance4.49%
Cash & Equivalents4.47%
Financial Technology (Fintech)3.67%
Petroleum Products2.67%
Consumer Durables2.55%
Power2.52%
IT - Software2.39%
Auto Components2.38%
Insurance1.31%
Chemicals & Petrochemicals1.25%
Telecom - Services1.21%
Retailing1.06%
InvestVerdict

Franklin India Opportunities Fund

Direct Plan · Growth · holdings

Top 30 holdings

#CompanySectorShares held Value
₹ cr		% of fund
1 Hindustan Aeronautics Ltd Aerospace & Defense 1,382,558 645 6.74%
2 TBO Tek Ltd Leisure Services 2,829,693 477 4.98%
3 Call, Cash & Other Assets Unclassified — 429 4.48%
4 Syrma SGS Technology Ltd Industrial Manufacturing 2,393,073 427 4.45%
5 Mankind Pharma Ltd Pharmaceuticals & Biotechnology 1,521,556 381 3.98%
6 Amphenol Corp Industrial Manufacturing 468,768 379 3.95%
7 APL Apollo Tubes Ltd Industrial Products 1,662,735 364 3.80%
8 TVS Motor Co Ltd Automobiles 741,718 305 3.18%
9 Kirloskar Oil Engines Ltd Industrial Products 1,288,353 297 3.10%
10 Finolex Cables Ltd Industrial Products 1,962,941 285 2.97%
11 AIA Engineering Ltd Industrial Products 701,583 271 2.83%
12 One 97 Communications Ltd Financial Technology (Fintech) 1,596,211 268 2.80%
13 Shriram Finance Ltd Finance 2,653,466 261 2.72%
14 Reliance Industries Ltd Petroleum Products 2,154,638 256 2.67%
15 Aster DM Quality Care Ltd Healthcare Services 3,527,124 246 2.57%
16 Asian Paints Ltd Consumer Durables 1,018,302 245 2.55%
17 NTPC Ltd Power 7,482,056 241 2.52%
18 Ujjivan Small Finance Bank Ltd Banks 33,466,880 226 2.36%
19 Metropolis Healthcare Ltd Healthcare Services 4,041,445 219 2.29%
20 Akums Drugs And Pharmaceuticals Ltd Pharmaceuticals & Biotechnology 2,533,367 207 2.17%
21 Axis Bank Ltd Banks 1,634,640 200 2.09%
22 HDFC Bank Ltd Banks 2,692,308 191 1.99%
23 State Bank of India Banks 1,975,987 190 1.98%
24 IDFC First Bank Ltd Banks 17,256,750 141 1.47%
25 SKF India Industrial Ltd Industrial Products 483,771 134 1.40%
26 Hyundai Motor India Ltd Automobiles 646,174 131 1.37%
27 Piramal Pharma Ltd Pharmaceuticals & Biotechnology 6,154,389 127 1.33%
28 SBI Life Insurance Co Ltd Insurance 741,964 126 1.31%
29 Sudarshan Chemical Industries Ltd Chemicals & Petrochemicals 998,295 120 1.25%
30 Pricol Ltd Auto Components 1,563,667 117 1.22%
InvestVerdict

Franklin India Opportunities Fund

Direct Plan · Growth · where the money sits

What the manager did last month

Between the filings of 30 Jun 2026 and 31 Jul 2026. A position grows because the manager bought or because the price rose; only the share count separates them.

BoughtSoldNew positionsSold out ofPrice move of holdings
₹489 cr ₹904 cr 7 2 +1.96%
StockShares tradedShares PriceValue
₹ cr
New position
TBO Tek Ltd 2,446,567 entered — 375
Data Patterns India Ltd 208,545 entered — 89.3
Sundram Fasteners Ltd 909,130 entered — 88.9
One 97 Communications Ltd 525,161 entered — 70.5
Timken India Ltd 221,758 entered — 69.8
Manipal Health Enterprises Ltd 868,800 entered — 51.3
Five-Star Business Finance Ltd 77 entered — 0.0
Added to
HDFC Bank Ltd 2,342,278 +68.9% -6.2% 175
Hindustan Aeronautics Ltd 265,030 +20.5% +6.1% 123
CE Info Systems Ltd 622,205 +97.8% +45.9% 73.5
Honeywell Automation India Ltd 11,750 +72.9% -4.0% 44.8
Zensar Technologies Ltd 775,953 +72.4% +19.4% 39.4
AIA Engineering Ltd 50,686 +7.9% -9.7% 23.3
Syrma SGS Technology Ltd 73,361 +3.2% -2.1% 10.0
Trimmed
State Bank of India 4,307,658 -94.9% +0.1% 443
Reliance Industries Ltd 915,968 -29.8% +1.1% 120
Shriram Finance Ltd 1,050,493 -28.4% +0.4% 110
Ujjivan Small Finance Bank Ltd 12,865,684 -47.6% +21.5% 92.3
IDFC First Bank Ltd 8,622,108 -33.3% +6.5% 73.0
IIFL Finance Ltd 597,479 -41.8% +19.9% 36.4
Interglobe Aviation Ltd 58,958 -25.0% -3.7% 30.5
Sold out of
Indus Towers Ltd 2,314,234 exited — 90.7
Deepak Nitrite Ltd 285,855 exited — 44.2
Not equityPrevious filingThis filingChange
Cash, repo and TREPS ₹0 cr ₹0 cr +₹0 cr
Debt: bills, CDs and commercial paper ₹25 cr ₹25 cr +₹0 cr

The list above is stocks and fund units. Treasury bills, repo and money-market lines roll over every month by design — they are not decisions, so they are totalled here rather than listed as activity.

A ₹10,000 monthly SIP over five years

InvestedValueGainXIRR
₹600,000 ₹1,009,733 ₹409,733 20.96%

XIRR, not CAGR — a SIP's money arrives over sixty months, so each instalment has been invested for a different length of time.

Not investment advice. InvestVerdict is not a SEBI-registered Investment Adviser or Research Analyst. Every figure is computed from AMFI's published NAV history and the portfolio the AMC filed with AMFI; none of it is a recommendation to buy, hold or sell. Past returns do not predict future ones. Generated 31 Oct 2026.