Franklin India Opportunities Fund: Offering Productive Investment
Franklin India Opportunities Fund is an open-ended diversified growth scheme which aims to generate wealth by capitalising on long-term growth opportunities in the Indian economy. Launched in 2000, this product is designed by the fund managers of Franklin Mutual Fund after doing extensive research of the market trends and making investment in the most promising projects.
The investors seeking long-term capital appreciation and planning to invest their funds in some specified sectors must opt for Franklin India Opportunities Scheme for their portfolio. Here we have provided a brief overview of franklin india opportunities fund growth programme to help you get an idea about its performance and features. You must take a glance of the same.
Franklin India Opportunities Fund G: Key Features
Being an open-ended diversified scheme, this scheme under large cap mutual funds category aims to invest in the stocks of the companies falling under divergent sectors of the economy. The fund managers analyse the market and grab the best possible opportunities to grow the investors' money to a great extent. It is focussed on investing in the companies which are categorised in the following manner:
- Those entities which are operating in the areas wherein India is gaining a strong advantage.
- The companies which have global competitiveness and can grasp the opportunities present in the international market.
- Companies which are valued less in the market regarding capital.
- Such organisations which are positioned to take the best advantage of the changing trends in the growing Indian economy.
By providing SIP option of investing, Franklin India Opportunities Growth Plan provides feasibility to the small investors as well in order to gain the best advantage of the growing economy. Franklin india opportunities fund scheme is best suited to those investors who want to attain capital growth by concentrating on a few sectors and themes and can stay invested for three to five years. If you too have the same objective, then you can initiate your SIP investment in this programme with just Rs.500.
Franklin India Opportunities Growth Fund: Performance Review
The scheme is ranked third in the ‘Diversified Equity’ category as per CRISIL rating for the first quarter of 2016 which ended in June. It has yielded an average of 11.08 percent return since its inception which shows an aggregate track performance of the same. The absolute annual returns of the scheme have always been positive and reached up to 58.1 percent in the year 2014. Furthermore, the annualised returns of this programme for three- and five-year investment are 19.90 and 16.2 percent, respectively.
NAV of Franklin India Opportunities Growth Fund amounted to Rs.58.514 as on December 08, 2016. This depicts its per-unit market price which helps investors to calculate their net investment worth. The past records and returns generated by the scheme have always been outperforming as compared to its benchmark, i.e., S&P BSE 200, and category. You too can invest your money in franklin india opportunities fund g scheme and take an informed decision by using the SIP calculator. It would assist you in calculating the exact value of your investment over a period of time.
Franklin India Opportunities Fund: Portfolio Analysis
The AUM(Asset Under Management) of this scheme amounts to Rs.643 crore as on October 31, 2016, which has been primarily invested in the stocks and shares of various companies. 93.67 percent of the funds are invested in equity and related securities, while the remaining have been put in the cash & call instruments. The average market capitalisation of the programme amounts to Rs.44,617.32 crore as per the latest data available until October 31, 2016, which shows its market holdings and overall possession as compared to its peers.
The sectoral allocation graph of Franklin Opportunities Fund Growth depicts the majority of the investments in the financial, healthcare, diversified, construction and technology industries. These all are among the best-growing sectors in the country which provide the high-growth potential to the investors. Moreover, the top holdings of the franklin india opportunities fund growth scheme include the companies which are performing immensely in the market and yielding greater returns. Some of them include HDFC Bank, Grasim Industries, Yes Bank, Dr Reddy’s Lab, State Bank of India, ICICI Bank and Equitas Holdings.
Thus, Franklin India Opportunities Fund provides the investors with a chance to grow their wealth in an effective manner. You too must grab this opportunity and invest your money in franklin opportunities fund g scheme in order to gain substantial income over a period of time.