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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:
- Fund performance as compared to peers:
- Top 10 holdings:
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:
Category | 6 months | 1 year | 2 years | 3 years | 5 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 returns | 1.4% | 10.8% | 15.0% | 8.1% | 3.8% |
Best of category | 3.2% | 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 returns | 2.5% | 14.0% | 18.2% | 8.1% | 4.5% |
Type: Large Cap Funds | 6 months | 1 year | 3 years | 5 years |
HDFC Top 200 Fund | -10.2% | -1.1% | 17.4% | 9.2% |
HDFC Top 200 Fund – Direct | -9.9% | -0.5% | n/a | n/a |
Birla SL Frontline Equity | -7.7% | 8.4% | 21.7% | 12.5% |
Birla SL Frontline Equity – Direct | -7.3% | 9.3% | n/a | n/a |
Franklin India Blue Chip – Direct | -4.8% | 10.4% | n/a | n/a |
Asset % | Value (in Rs. Crore) | Equity | Sector |
6.89% | Rs.30.73 crore | HDFC Bank | Banking / Finance |
5.28% | Rs.23.54 crore | ICICI Bank | Banking / Finance |
5.14% | Rs.22.95 crore | Yes Bank | Banking / Finance |
5.08% | Rs.22.66 crore | Larsen | Engineering |
3.96% | Rs.17.69 crore | Bharti Airtel | Telecom |
3.86% | Rs.17.21 crore | Axis Bank | Banking / Finance |
3.56% | Rs.15.88 crore | Amara Raja Batt | Automotive |
3.25% | Rs.14.51 crore | Maruti Suzuki | Automotive |
3.22% | Rs.14.37 crore | BPCL | Oil & Gas |
3.01% | Rs.13.43 crore | Tata Motors | Automotive |
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
Invest in Best Performing 2016 Tax Saver Mutual Funds Online
For further information contact Prajna Capital on 94 8300 8300 by leaving a missed call
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