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Wednesday, January 20, 2016

Franklin India Opportunities Fund – Large Cap Fund

 

Franklin India Opportunities Fund – Invest Online

 

    • Fund type: Open ended.
    • Investment plan: Growth.
    • Benchmark: S&P BSE 200.
    • Load details:
      • Entry load: None.
      • Exit load: 1.00%.
    • Asset breakup:
      • Equity: 91.56%
      • Cash / Call: 8.43%
    • Investment portfolio:
      • Banking & Financial Services: 29%
      • Automotive: 14%
      • Information Technology: 10%
      • Telecommunications: 8%
      • Cash / Call: 8%
      • Engineering & Capital Goods: 7%
      • Cement & Construction: 4%
      • Pharmaceuticals: 4%
      • Conglomerates: 4%
      • Oil & Gas: 3%
      • Chemicals: 3%
      • Tobacco: 2%
      • Retail & Real Estate: 2%
      • Manufacturing: 2%
    • Total asset size: Rs.380.49 crore (as on June 30th, 2015)
    • Fund performance:
    • The fund provided average returns at an all-time high of 41.2%, a whole 15% above the category average in the 2 year timeframe, and even performed 1.4% better than the category average in the last 6 months, when average returns were -5.8%. The below table illustrates this fund's performance further:

      Category6 months1 year2 years3 years5 years
      Fund Returns-5.8%16.3%41.2%23.3%11.6%
      Category Average-7.2%5.5%26.2%15.2%7.8%
      Difference of fund returns and category returns1.4%10.8%15.0%8.1%3.8%
      Best of category3.2%21.5%44.8%29.1%13.6%
      Worst of category-14.8%-7.1%10.2%6.3%3.1%
      Benchmark Returns #-8.3%2.3%23.0%15.2%7.1%
      Difference of fund returns and benchmark returns2.5%14.0%18.2%8.1%4.5%
    • Fund performance as compared to peers:
    • Type: Large Cap Funds6 months1 year3 years5 years
      HDFC Top 200 Fund-10.2%-1.1%17.4%9.2%
      HDFC Top 200 Fund – Direct-9.9%-0.5%n/an/a
      Birla SL Frontline Equity-7.7%8.4%21.7%12.5%
      Birla SL Frontline Equity – Direct-7.3%9.3%n/an/a
      Franklin India Blue Chip – Direct-4.8%10.4%n/an/a
    • Top 10 holdings:
    • Asset %Value (in Rs. Crore)EquitySector
      6.89%Rs.30.73 croreHDFC BankBanking / Finance
      5.28%Rs.23.54 croreICICI BankBanking / Finance
      5.14%Rs.22.95 croreYes BankBanking / Finance
      5.08%Rs.22.66 croreLarsenEngineering
      3.96%Rs.17.69 croreBharti AirtelTelecom
      3.86%Rs.17.21 croreAxis BankBanking / Finance
      3.56%Rs.15.88 croreAmara Raja BattAutomotive
      3.25%Rs.14.51 croreMaruti SuzukiAutomotive
      3.22%Rs.14.37 croreBPCLOil & Gas
      3.01%Rs.13.43 croreTata MotorsAutomotive
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