Franklin India Income Opportunities Fund - Growth - Regular Plan

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  • Net Change on 20-04-2021

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Fund Overview Growth | Regular Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

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Fund Objective

The Fund seeks to provide regular income and capital appreciation by investing in fixed income securities across the yield curve.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
Franklin India Income Opportunities Fund - Growth 33.69 19.10 4.15 3.89 6.01 7.68
Crisil 10 Yr Gilt Index N/A N/A N/A N/A N/A N/A
NIFTY Medium Duration Debt Index N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Annualised, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
Franklin India Income Opportunities Fund - Growth Dec 11, 2009 Unrated 4.15 3.89 6.01 0.06 1,795.16
SBI MAGNUM MEDIUM DURATION FUND - REGULAR PLAN - GROWTH Nov 05, 2003 9.01 9.37 9.40 1.21 8,385.59
ICICI Prudential Medium Term Bond Fund - Growth Sep 15, 2004 9.42 8.11 7.93 1.51 6,408.13
IDFC Bond Fund - Medium Term Plan -Regular Plan- Growth Option Jul 08, 2003 6.21 8.10 7.53 1.46 4,713.11
HDF Medium Term Debt Plan-Growth Option Feb 06, 2002 8.27 8.01 7.82 1.29 3,031.27
Kotak Medium Term Fund - Growth Mar 21, 2014 Unrated 8.48 6.58 7.11 1.60 1,888.07

Fund Holdings as on 31-March-2021

  • 9.55% Piramal Capital & Housing Finance Ltd (08-Mar-2027) **

  • 9.90% Coastal Gujarat Power Ltd (25-Aug-2028) **

  • 9.90% Shriram Transport Finance Co Ltd (21-Jun-2024) **

  • 10.32% Andhra Pradesh Capital Region Development Authority (16-Aug-2028) **

  • 9.85% DCB Bank Ltd (12-Jan-2028) **

  • 0.00% Sadbhav Infrastructure Project Ltd (06-Jun-2023) **

  • 10.15% Hinduja Leyland Finance Ltd (27-Mar-2025) **

  • Edelweiss Rural & Corporate Services Ltd (1Y SBI MCLR + 250 Bps) (29-Nov-2021) - Series II **

  • 8.90% Vedanta Ltd (09-Dec-2021) **

  • 10.15% Uttar Pradesh Power Corporation Ltd (20-Jan-2028) **

  • 9.60% Renew Wind Energy (Rajasthan One) Pvt Ltd (31-Mar-2023) **

  • 10.25% Shriram Transport Finance Co Ltd (26-Apr-2024) **

  • 10.15% Uttar Pradesh Power Corporation Ltd (20-Jan-2023) **

  • 10.25% Star Health & Allied Insurance Co Ltd (06-Sep-2024) **

  • Call, Cash & Other Assets

  • 10.15% Uttar Pradesh Power Corporation Ltd (20-Jan-2027) **

  • 11.70% Svatantra Microfin Pvt Ltd (30-Nov-2023) **

  • 10.15% Uttar Pradesh Power Corporation Ltd (20-Jan-2022) **

  • 9.95% Narmada Wind Energy Pvt Ltd (31-Mar-2023) **

  • 10.75% The Tata Power Co Ltd (21-Aug-2022) **

  • 11.10% Hinduja Leyland Finance Ltd (08-Apr-2022) **

  • 9.50% Piramal Capital & Housing Finance Ltd (15-Apr-2022) **

  • 0.00% India Shelter Finance Corporation Ltd (02-May-2025) **

  • 9.75% Uttar Pradesh Power Corporation Ltd (20-Oct-2022) **

  • 9.20% Hinduja Leyland Finance Ltd (13-Sep-2024) **

  • 9.95% Molagavalli Renewable Pvt Ltd (31-Mar-2023) **

  • 11.90% Vishal Mega Mart Pvt Ltd (20-Oct-2023) **

  • SBI Overnight Fund - Direct Plan -Growth

  • 9.45% Renew Power Pvt Ltd (31-Jul-2025) **

  • 11.40% Tata Power Co Ltd (02-Jun-2021) **

  • 12.25% Rivaaz Trade Ventures Pvt Ltd (30-Jun-2023) $$ @@@ **

  • 13.55% Nufuture Digital (India) Ltd (31-Dec-2023) $$ @@@ **

  • 14.15% Future Ideas Co Ltd (31-Dec-2023) $$ @@@ **

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  • Miscellaneous

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Fund Manager

  • Education:B.Com(Hons)PGDM (IIM, lucknow), C.F.A(USA)
  • Experience:3 Year
  • Basic Details:Mr. Santosh Kamath is responsible for Overseeing Fixed Income Fund management
  • Funds Managed:
  • Franklin India Corporate Debt Fund
  • Education:B.Tech (IIT - Delhi), PGDM (IIM - Calcutta)
  • Experience:11 Years
  • Basic Details:He is based at Mumbai and will be responsible for investments and fund management.
  • Funds Managed:
  • BWR D(CE)

  • CARE A+

  • CARE A+(CE)

  • CARE AA

  • CARE AA(CE)

  • CARE AA-

  • CARE BBB(CE)

  • Cash

  • CRISIL A+(CE)

  • CRISIL AA

  • CRISIL AA+

  • CRISIL AA-

  • ICRA A

  • ICRA A-

  • IND A+

  • MFU

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About Franklin India Income Opportunities Fund

Scheme Analysis

Franklin India Income Opportunities Fund is a Debt - Medium Duration Fund fund and belongs to Franklin Templeton Mutual Fund. It was launched on 11-Dec-2009 and currently has an AUM of ₹1,795.16 crore. Franklin India Income Opportunities Fund is benchmarked against Crisil 10 Yr Gilt Index as primary index and NIFTY Medium Duration Debt Index as secondary index.

The NAV of Franklin India Income Opportunities Fund ended up ₹0.03(0.12%)yesterday to ₹23.1786.

Among its top 3 holdings the fund has exposure to 9.55% Piramal Capital & Housing Finance Ltd (08-Mar-2027) **, and

The Franklin India Income Opportunities Fund is managed by Santosh Kamath and Kunal Agrawal.

Fund House Contact

Indiabulls Finance Centre; Tower 2, 12th and 13th Floor; Senapati Bapat Marg; Elphinstone Road (W) Mumbai 400013

+91 (22) 67519100
service@templeton.com
+91 (22) 66490622 / 66490627