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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
Invest Rs 1,50,000 and Save Tax under Section 80C. Get Great Returns by Investing in Best Performing ELSS Mutual Funds

Top 10 Tax Saving Mutual Funds to invest in India for 2016 or Best 10 ELSS Mutual Funds in india for 2016

1. BNP Paribas Long Term Equity Fund

2. Axis Tax Saver Fund

3. Franklin India TaxShield

4. ICICI Prudential Long Term Equity Fund

5. IDFC Tax Advantage (ELSS) Fund

6. Birla Sun Life Tax Relief 96

7. DSP BlackRock Tax Saver Fund

8. Reliance Tax Saver (ELSS) Fund

9. Religare Tax Plan

10. Birla Sun Life Tax Plan

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