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MF Analyser

Franklin India Opportunities Fund

Direct Plan · Growth · Sectoral / Thematic · Scheme code 118539

NAV₹295.1604as on 25 Sep 2026
Fund houseFranklin Templeton Mutual Fund
CategorySectoral / Thematic
Plan & optionDirect · Growth
History13.7 years

Returns (%)

 1M3M6M1Y3Y5Y7Y10YLaunch
This scheme -2.012.9614.92 2.4120.6818.13 22.7316.6617.19
Nifty 500
benchmark		 0.874.312.15 5.2012.4911.41 ——15.49
Sectoral / Thematic
category median		 ——— 3.5214.6711.99 —14.72—

Over a year annualised (CAGR), under a year absolute. Computed from AMFI's published NAV history for this scheme.

Risk

 VolatilitySharpeSortinoBetaAlphaMax fallR²
This scheme 16.0% 0.89 1.24 1.00 7.46% -39.3% 88.33
Nifty 500
benchmark		 17.2%0.35 0.47—— -37.3%—

Risk-free rate 6.5%. Beta, alpha and R² are regressed on the 83 months this scheme and its benchmark share.

Growth of ₹100 since launch

183336489632014201620182020202220242026MF Analyser

Drawdown from peak (%)

0%-13%-27%-40%2014201620182020202220242026

Every one-year period it has lived through

WindowsWorstMedianBestPeriods that lost money
625 -33.4% 12.3% 99.9% 17%

Every one-year holding period in this scheme's history, not just the last one — the spread a real investor would have met depending only on when they started.

How it behaves against its benchmark

Up captureDown captureCorrelation Tracking errorInformation ratioTreynor
113% 84% 0.94 6.5% 1.14 15.99

Up capture is how much of the benchmark's gain this scheme kept in the months the benchmark rose; down capture, how much of its fall it took. Below 100 on the down side and above it on the up side is the combination every fund is trying for and few reach. Measured over the 83 months this scheme and Nifty 500 share.

MF Analyser

Franklin India Opportunities Fund

Direct Plan · Growth

Allocation

By asset

Equity85.63%
Cash & Equivalents10.22%
Foreign Securities3.64%
Debt0.51%

By market cap

Large Cap30.88%
Mid Cap19.64%
Small Cap34.37%
Unclassified4.90%

Concentration

Number of stocks46
Top 5 stocks23.31%
Top 10 stocks39.06%
Top 20 stocks63.03%
Lines in the filing48
Largest holding7.68%
Largest sectorIndustrial Products 14.34%
Effective stocks38.3
Sectors held22
Cash10.22%

Effective stocks is what the concentration works out to: a fund holding 46 names but most of its money in a few behaves like a fund of 38. Cash includes repo and TREPS, which every fund parks money in overnight.

Sector split

Industrial Products — 14.3%Cash & Equivalents — 10.2%Aerospace & Defense — 8.7%Industrial Manufacturing — 8.4%Banks — 7.5%Pharmaceuticals & Biotechnology — 7.2%Leisure Services — 5.4%Healthcare Services — 5.0%Automobiles — 4.8%Other — 28.4%Industrial Products14.3%Cash & Equivalents10.2%Aerospace & Defense8.7%Industrial Manufacturing8.4%Banks7.5%Pharmaceuticals & Biotech…7.2%Leisure Services5.4%Healthcare Services5.0%Automobiles4.8%Other28.4%
Industrial Products14.34%
Cash & Equivalents10.22%
Aerospace & Defense8.65%
Industrial Manufacturing8.44%
Banks7.53%
Pharmaceuticals & Biotechnology7.21%
Leisure Services5.38%
Healthcare Services5.03%
Automobiles4.78%
Finance3.80%
Financial Technology (Fintech)3.71%
Petroleum Products2.83%
IT - Software2.81%
Consumer Durables2.78%
Power2.52%
Auto Components2.50%
Insurance1.33%
Chemicals & Petrochemicals1.30%
Telecom - Services1.30%
IT - Services1.28%
MF Analyser

Franklin India Opportunities Fund

Direct Plan · Growth · holdings

Top 30 holdings

#CompanySectorShares held Value
₹ cr		% of fund
1 Call, Cash & Other Assets Unclassified — 993 10.22%
2 Hindustan Aeronautics Ltd Aerospace & Defense 1,555,200 747 7.68%
3 TBO Tek Ltd Leisure Services 2,446,567 427 4.39%
4 APL Apollo Tubes Ltd Industrial Products 1,662,735 370 3.80%
5 Mankind Pharma Ltd Pharmaceuticals & Biotechnology 1,521,556 368 3.79%
6 Amphenol Corp Industrial Manufacturing 234,384 354 3.64%
7 Syrma SGS Technology Ltd Industrial Manufacturing 2,393,073 344 3.54%
8 TVS Motor Co Ltd Automobiles 741,718 322 3.31%
9 AIA Engineering Ltd Industrial Products 692,096 295 3.03%
10 Shriram Finance Ltd Finance 2,653,466 295 3.03%
11 Reliance Industries Ltd Petroleum Products 2,154,638 275 2.83%
12 Kirloskar Oil Engines Ltd Industrial Products 1,288,353 270 2.78%
13 Asian Paints Ltd Consumer Durables 1,018,302 270 2.78%
14 HDFC Bank Ltd Banks 3,810,272 270 2.78%
15 NTPC Ltd Power 7,482,056 245 2.52%
16 Finolex Cables Ltd Industrial Products 1,962,941 245 2.52%
17 Aster DM Quality Care Ltd Healthcare Services 3,185,684 241 2.48%
18 Axis Bank Ltd Banks 1,634,640 213 2.19%
19 PB Fintech Ltd Financial Technology (Fintech) 1,086,314 204 2.10%
20 Akums Drugs And Pharmaceuticals Ltd Pharmaceuticals & Biotechnology 2,533,367 197 2.02%
21 Metropolis Healthcare Ltd Healthcare Services 3,011,235 175 1.80%
22 One 97 Communications Ltd Financial Technology (Fintech) 914,169 157 1.62%
23 IDFC First Bank Ltd Banks 17,256,750 148 1.53%
24 SKF India Industrial Ltd Industrial Products 483,771 144 1.49%
25 Hyundai Motor India Ltd Automobiles 646,174 142 1.47%
26 Piramal Pharma Ltd Pharmaceuticals & Biotechnology 6,154,389 132 1.36%
27 SBI Life Insurance Co Ltd Insurance 741,964 129 1.33%
28 CE Info Systems Ltd IT - Software 1,258,272 128 1.31%
29 Sudarshan Chemical Industries Ltd Chemicals & Petrochemicals 998,295 126 1.30%
30 Tata Communications Ltd Telecom - Services 731,054 126 1.30%
MF Analyser

Franklin India Opportunities Fund

Direct Plan · Growth · where the money sits

What the manager did last month

Between the filings of 31 Jul 2026 and 31 Aug 2026. A position grows because the manager bought or because the price rose; only the share count separates them.

BoughtSoldNew positionsSold out ofPrice move of holdings
₹318 cr ₹306 cr 1 4 +4.33%
StockShares tradedShares PriceValue
₹ cr
New position
Hyundai Motor India Ltd 646,174 entered — 142
Added to
Mankind Pharma Ltd 383,132 +33.7% -2.0% 92.7
Aster DM Quality Care Ltd 891,554 +38.9% -8.1% 67.4
One 97 Communications Ltd 389,008 +74.1% +27.9% 66.8
Metropolis Healthcare Ltd 490,351 +19.5% 0.0% 28.6
Honeywell Automation India Ltd 6,553 +23.5% -6.9% 23.3
IIFL Finance Ltd 325,233 +39.1% +6.3% 21.0
Sundram Fasteners Ltd 68,994 +7.6% +23.2% 8.3
Manipal Health Enterprises Ltd 87,753 +10.1% +29.3% 6.7
Trimmed
HDFC Bank Ltd 1,929,678 -33.6% -5.2% 137
Eris Lifesciences Ltd 687,359 -95.7% -4.2% 89.2
Sudarshan Chemical Industries Ltd 497,231 -33.3% +24.9% 63.0
Intellect Design Arena Ltd 255,822 -22.3% -5.4% 17.4
Sold out of
Amber Enterprises India Ltd 253,035 exited — 188
Tata Motors Passenger Vehicles Ltd 4,533,673 exited — 154
Ultratech Cement Ltd 54,343 exited — 64.7
State Bank of India 229,415 exited — 23.6
Not equityPrevious filingThis filingChange
Cash, repo and TREPS ₹0 cr ₹0 cr +₹0 cr
Debt: bills, CDs and commercial paper ₹25 cr ₹50 cr +₹25 cr

The list above is stocks and fund units. Treasury bills, repo and money-market lines roll over every month by design — they are not decisions, so they are totalled here rather than listed as activity.

A ₹10,000 monthly SIP over five years

InvestedValueGainXIRR
₹600,000 ₹976,514 ₹376,514 19.57%

XIRR, not CAGR — a SIP's money arrives over sixty months, so each instalment has been invested for a different length of time.

Not investment advice. InvestVerdict is not a SEBI-registered Investment Adviser or Research Analyst. Every figure is computed from AMFI's published NAV history and the portfolio the AMC filed with AMFI; none of it is a recommendation to buy, hold or sell. Past returns do not predict future ones. Generated 28 Sep 2026.