Franklin India Opportunities Fund
Direct · Growth ₹296.59
03 Aug 2026
NAV
18.6%
3Y CAGR
17.1%
5Y CAGR
17.7%
10Y CAGR
17.9%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
7.17
Sharpe
-39.3%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
NA
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.85 L | 22.7% | -58.1% | 121.2% |
| 3 Years | ₹36.00 L | ₹46.05 L | 18.6% | -24.3% | 49.5% |
| 5 Years | ₹60.00 L | ₹91.35 L | 17.9% | -11.1% | 39.0% |
| 7 Years | ₹84.00 L | ₹1.53 Cr | 18.0% | -2.6% | 30.4% |
| 10 Years | ₹1.20 Cr | ₹3.40 Cr | 19.3% | 13.0% | 23.8% |
| 12 Years | ₹1.44 Cr | ₹5.05 Cr | 19.4% | 16.6% | 21.9% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | NIFTY 50 | Category avg | Fund edge |
|---|---|---|---|---|
| 1 Year | 22.7% | 14.5% | 13.9% | +8.2% |
| 3 Years | 18.6% | 11.2% | 16.8% | +7.5% |
| 5 Years | 17.9% | 10.4% | 16.9% | +7.5% |
| 7 Years | 18.0% | 10.6% | 16.6% | +7.4% |
| 10 Years | 19.3% | 11.5% | 16.9% | +7.8% |
| 12 Years | 19.4% | 11.4% | 16.4% | +8.0% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 21.6% | 12.6% | -34.7% | 112.5% | 0.58 | 2.22 | 83% | — | — |
| 3 Years | 18.6% | 19.0% | -8.5% | 37.9% | 1.24 | 5.90 | 96% | — | — |
| 5 Years | 17.1% | 16.3% | -2.8% | 37.8% | 1.32 | 9.57 | 99% | — | — |
| 10 Years | 17.7% | 17.7% | 13.8% | 20.7% | 7.17 | — | 100% | — | — |
-39.3%
Max Drawdown
26 mo
Drawdown Duration
8 mo
Recovery Time
-5.8%
Avg Drawdown
Calmar Ratio by Duration
0.55
1Y
0.47
3Y
0.44
5Y
0.41
7Y
0.45
10Y
0.48
12Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +5.82 | 0.98 | 95.5% | 87.5% | 4.4% | -1.6% |
| 3 Years | +14.69 | 0.95 | 101.0% | 82.5% | 21.9% | 7.3% |
| 5 Years | +10.70 | 0.94 | 96.2% | 83.1% | 19.5% | 8.9% |
| 7 Years | +10.44 | 0.90 | 95.8% | 85.2% | 21.8% | 11.9% |
| 10 Years | +6.21 | 0.91 | 95.4% | 88.2% | 16.8% | 10.9% |
| 12 Years | +7.16 | 0.91 | 95.6% | 87.5% | 16.9% | 10.1% |
| 15 Years | +5.91 | 0.92 | 95.5% | 88.0% | 15.4% | 9.8% |
39
Total Holdings
39.5%
Top 10 Weight
22
Sectors
| # | Stock | % of NAV |
|---|---|---|
| 1 | Hindustan Aeronautics Ltd | 6.15% |
| 2 | State Bank of India | 5.07% |
| 3 | Reliance Industries Ltd | 4.32% |
| 4 | Shriram Finance Ltd | 4.20% |
| 5 | AIA Engineering Ltd | 3.55% |
| 6 | Syrma SGS Technology Ltd | 3.52% |
| 7 | Kirloskar Oil Engines Ltd | 3.31% |
| 8 | APL Apollo Tubes Ltd | 3.24% |
| 9 | Mankind Pharma Ltd | 3.15% |
| 10 | HDFC Bank Ltd | 2.95% |