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Franklin India Opportunities Fund

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With a 10-year return of 7.6%, the fund has outperformed the benchmark (6.16%) but has significantly underperformed the category (9.28%).The fund's long-term track record is not very healthy. 

Franklin India Opportunities Fund: Patchy long-term record with several years of underperformance

Franklin India Opportunities Fund: Patchy long-term record with several years of underperformance

BASIC FACTS 
Date of launch : 22 Feb 2000 
Category : Equity 
Type : Multi Cap 
Average AUM : Rs 671.29 cr 
Benchmark : S&P BSE 200 Index 

WHAT IT COSTS 
NAVS* 
Growth option : Rs 74 
Dividend option : Rs 21 
Minimum investment : Rs 5,000 
Minimum SIP amount : Rs 500 
Expense ratio (%)^ : 2.74 
Exit load: 1% for redemption within 365 days 

Fund manager : R. Janakiraman 
Tenure: 4 years 6 months 
Education: B.E, PGDM 

Where does the fund invest? 
The fund's top picks are mostly from the banking space. 

Franklin India Opportunities Fund: Patchy long-term record with several years of underperformance

How risky is it? 
The fund's risk-reward profile is below average. 
Franklin India Opportunities Fund: Patchy long-term record with several years of underperformance
Franklin India Opportunities Fund takes no particular market-cap bias, but is tilted towards large-caps and follows a broad investment mandate. Its long-term track record is patchy, with several years of underperformance since 2007, relative to peers in the same category. The portfolio is compact with healthy exposure in top bets. The fund manager is comfortable taking large positions in high conviction picks, and also picking stocks from outside the benchmark index. 

However, the portfolio is heavily skewed towards the banking sector, with six of its top 10 stocks from this space. The fund's portfolio turnover has been consistently low in the past few years, indicating a strict buy-and hold approach. Given its weak return profile, other proven flexicap funds from the same fund house are better picks. 






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