Franklin India Opportunities Fund - IDCW

Franklin India Opportunities Fund - Portfolio Analysis

Q: What is Market cap allocation in the portfolio?

In mutual funds, \"market cap allocation\" means how assets of the fund are divided among various market capitalizations, which are based on the total market value of the outstanding shares of stock of a company. Market capitalization falls into three major categories: Large-cap, Mid-cap, Small-cap funds.

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₹39.23 (-0.22%)
Current NAV 30-06-2025
-4.96%
Returns
Min. SIP ₹500

Min. Investment ₹5000

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Asset Allocation (As on 30-Apr-2025)

Allocation of Equity and Debt Asset Classes.

Equity 92.88%
Debt 0.38%

Market Cap Allocation Of Equity

Shows Distribution among Different Size Companies.

Category	Allocation
Large Cap	52.76
Small Cap	27.2
Mid Cap	12.92

Sector Allocation of Equity

Weightage of Portfolio Among Different Sectors.

Banks

IT - Software

Petroleum Products

Pharmaceuticals & Biotechnology

Automobiles

Telecom - Services

Healthcare Services

Leisure Services

Retailing

Industrial Products

Diversified FMCG

Insurance

Finance

Consumer Durables

Transport Services

Realty

Financial Technology (Fintech)

Chemicals & Petrochemicals

Fertilizers & Agrochemicals

Personal Products

Cement & Cement Products

Industrial Manufacturing

Power

Auto Components

Construction

IT - Services

Current Stocks Holdings of Equity

Information on Stock Holdings in Portfolio

Stocks	Market Cap	Sectors (PE Ratio) 19-Feb-2018	Holdings	PE Ratio 19-Feb-2018	1Y Return
RELIANCE INDUSTRIES LIMITED EQ	Large Cap	Petroleum Products (36.34)	6.58%	29.65	-2.19%
HDFC BANK LIMITED EQ NEW FV RE. 1/-	Large Cap	Banks (20.64)	6.07%	21.8	18.06%
HINDUSTAN UNILEVER LIMITED EQ F.V. RS 1	Large Cap	Diversified FMCG (38.82)	4.05%	0	0%
BHARTI AIRTEL LIMITED EQ NEW FV RS 5/-	Large Cap	Telecom - Services (50.47)	3.86%	34.83	38.67%
AXIS BANK LIMITED EQ NE FV RS. 2/-	Large Cap	Banks (24.43)	3.56%	28.68	29.81%
MAHINDRA AND MAHINDRA LIMITED EQ NEW F.V. RS.5	Large Cap	Automobiles (31.12)	2.88%	30.83	12.43%
MPHASIS LIMITED EQ	Mid Cap	IT - Software (19.56)	2.71%	0	0%
LEMON TREE HOTELS LIMITED EQ	Small Cap	Leisure Services (72.29)	2.71%	56.35	-3.45%
ICICI BANK LIMITED EQ NEW FV RS. 2/-	Large Cap	Banks (20.64)	2.53%	20.03	18.14%
INTELLECT DESIGN ARENA LIMITED EQ	Small Cap	IT - Software (30.72)	2.53%	47.62	11.22%
APL APOLLO TUBES LIMITED EQ NEW FV RS. 2/-	Mid Cap	Industrial Products (29.36)	2.49%	64.53	9.04%
HDFC LIFE INSURANCE COMPANY LIMITED EQ	Large Cap	Insurance (19.98)	2.42%	96.43	34.85%
ASTER DM HEALTHCARE LIMITED EQ	Small Cap	Healthcare Services (46.66)	2.37%	5.7	68.88%
CHOLAMANDALAM INVESTMENT AND FIN. CO. LTD EQ NEW FV RS. 2/-	Large Cap	Finance (26.13)	2.35%	28.3	41.05%
C.E. INFO SYSTEMS LIMITED EQ NEW FV RS.2/-	Small Cap	IT - Software (45.72)	2.32%	18.8	37.71%
CIPLA LIMITED EQ NEW FV RS.2/-	Large Cap	Pharmaceuticals & Biotechnology (39.11)	2.3%	23.21	2.43%
ZOMATO LIMITED EQ	Large Cap	Retailing (36.51)	2.29%	-10.49	85.47%
PB FINTECH LIMITED EQ NEW FV RS. 2/-	Mid Cap	Financial Technology (Fintech) (76.58)	2.09%	615.37	84.19%
SUDARSHAN CHEMICAL INDUSTRIES LTD. EQ NEW FV RS. 2/-	Small Cap	Chemicals & Petrochemicals (38.58)	2.06%	12.6	56.28%
INFO EDGE INDIA LIMITED EQ NEW FV RS.10/-	Large Cap	Retailing (55.86)	2.01%	162.22	16.99%
UPL LIMITED EQ NEW FV RS.2/-	Mid Cap	Fertilizers & Agrochemicals (26.58)	1.99%	59.58	17%
INTERGLOBE AVIATION LIMITED EQ NEW FV RS. 10/-	Large Cap	Transport Services (32.4)	1.91%	31.76	41.35%
INDUS TOWERS LIMITED EQ	Large Cap	Telecom - Services (14.16)	1.77%	11.16	7.76%
GODREJ CONSUMER PRODUCTS LIMITED EQ NEW FV RE.1/-	Large Cap	Personal Products (55.96)	1.62%	65.16	-16.6%
AKUMS DRUGS AND PHARMACEUTICALS LTD EQ NEW FV RS.2/-	Small Cap	Pharmaceuticals & Biotechnology	1.56%	-	0%
ULTRATECH CEMENT LIMITED EQ	Large Cap	Cement & Cement Products (55.96)	1.52%	44.61	34.3%
SYRMA SGS TECHNOLOGY LIMITED EQ	Small Cap	Industrial Manufacturing (45.72)	1.44%	0	61.07%
NTPC LIMITED EQ	Large Cap	Power (26.88)	1.33%	13.76	-10.11%
APOLLO HOSPITALS ENTERPRISE LIMITED EQ NEW F.V. RS.5/-	Mid Cap	Healthcare Services (46.66)	1.26%	74.54	22.15%
DEVYANI INTERNATIONAL LIMITED EQ NEW FV Re.1/-	Small Cap	Leisure Services (72.29)	1.26%	1407.08	1.11%
CROMPTON GREAVES CONSUMER ELECTRICALS LIMITED EQ	Small Cap	Consumer Durables (70.76)	1.18%	41.43	-14.37%
TVS MOTOR COMPANY LIMITED EQ FV RE.1/-	Large Cap	Automobiles (31.01)	1.16%	61.56	23.04%
KIRLOSKAR OIL ENGINES LIMITED EQ	Small Cap	Industrial Products (42.43)	1.15%	25.77	-37.85%
PIRAMAL PHARMA LIMITED EQ	Small Cap	Pharmaceuticals & Biotechnology (22.59)	1.11%	0	-26.02%
PRICOL LIMITED EQ	Small Cap	Auto Components (45.81)	1.06%	33.46	-8.7%
MARUTI SUZUKI INDIA LIMITED EQ	Large Cap	Automobiles (31.12)	1.03%	27.58	4.29%
SYNGENE INTERNATIONAL LIMITED EQ	Mid Cap	Healthcare Services (53.03)	0.92%	52.45	-9.02%
ZENSAR TECHNOLOGIES LIMITED EQ NEW FV RS. 2	Small Cap	IT - Software (36.96)	0.87%	25.69	109.02%
LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/-	Large Cap	Construction (32.53)	0.86%	34.26	3.85%
AFFLE (INDIA) LIMITED EQ NEW FV RS. 2/-	Small Cap	IT - Services (18.14)	0.79%	72.36	44.01%
GODREJ PROPERTIES LIMITED EQ NEW FV RS. 5/-	Mid Cap	Realty (80.55)	0.76%	49.87	-26.7%
TBO TEK LIMITED EQ NEW FV RE.1/-	Small Cap	Leisure Services	0.74%	-	0%
ERIS LIFESCIENCES LIMITED EQ NEW FV RE. 1/-	Small Cap	Pharmaceuticals & Biotechnology (39.11)	0.73%	65.24	60.63%
Senco Gold Limited	Small Cap	Consumer Durables	0.71%	-	0%
PRESTIGE ESTATES PROJECTS LIMITED EQ	Mid Cap	Realty (80.55)	0.7%	150.97	-10.93%
BRIGADE ENTERPRISES LIMITED EQ	Small Cap	Realty (80.55)	0.69%	39.27	-18.61%
TATA MOTORS LIMITED EQ NEW FV RS. 2/-	Large Cap	Automobiles (95.46)	0.66%	40.82	136.49%
METROPOLIS HEALTHCARE LIMITED EQ NEW FV RS. 2/-	Small Cap	Healthcare Services (64.18)	0.51%	-1.11	36.82%
CARBORUNDUM UNIVERSAL LIMITED EQ NEW Re.1/-	Small Cap	Industrial Products (54.42)	0.5%	62.66	-42.98%
GATEWAY DISTRIPARKS LIMITED EQ	Small Cap	Transport Services (44.08)	0.28%	9.02	-38.04%
Stanley Lifestyles Limited	Small Cap	Consumer Durables	0.25%	-	0%
SOMANY CERAMICS LIMITED EQ NEW RS. 2/-	Small Cap	Consumer Durables (54.88)	0.16%	25.41	16.29%
UNICHEM LABORATORIES LIMITED EQ NEW F.V. RS.2/-	Small Cap	Pharmaceuticals & Biotechnology (38.69)	0.15%	27.81	10.77%
GODAVARI BIOREFINERIES LIMITED EQ	Small Cap	Diversified FMCG	0.07%	-	0%

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Market Cap Allocation Of Debt

Shows Distribution among Different Size Companies.

Category	Allocation
Others	0.38

Sector Allocation of Debt

Weightage of Portfolio Among Different Sectors.

Current Stocks Holdings of Debt

Information on Stock Holdings in Portfolio

Stocks	Market Cap	Sectors (PE Ratio) 01-Jan-1970	Holdings	PE Ratio 01-Jan-1970	1Y Return
182 DTB (05-Jun-2025)			0.38%	-	0%

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Frequently Asked Questions

What is Market cap allocation in the portfolio?

In mutual funds, "market cap allocation" means how assets of the fund are divided among various market capitalizations, which are based on the total market value of the outstanding shares of stock of a company. Market capitalization falls into three major categories: Large-cap, Mid-cap, Small-cap funds.

Top 5 holdings for Franklin India Opportunities Fund ?

The top holdings of this fund are

How do I create a good mutual fund portfolio?

Building a good portfolio requires proper research and knowing about goals that need to be achieved. Set a boundary for your risk capacity, study about different funds and look at its past performance. Balance portfolio according to set goals and stay informed.

How to maintain a good portfolio?

Timely monitoring of the portfolio keeps us aware of the changes in the ongoing market trends. It helps in making plans for any policy change.

What is sector allocation in the portfolio?

The distribution of assets among various economic sectors is referred to as sector allocation in a portfolio. These sectors include technology, healthcare, financial, energy, and many others.

Top 5 Sector for Franklin India Opportunities Fund ?

The major sectors of this fund are .

What is the ideal number of funds to have in a portfolio?

There is no ideal number, but it is always advisable to keep 4-5 funds in the portfolio as it can be easy to manage them and correct decisions can be taken according to it. Diversification is the key to manage and balance your portfolio for smooth growth.

How does risk tolerance play a role in determining portfolio allocation?

Risk tolerance is an important factor in maintaining portfolio allocation. With the correct mix of assets, the value of investments can improve significantly.