Franklin India Income Opportunities Fund - Growth - Regular Plan

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  • Net Change on 04-06-2020

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Fund Overview Growth | Regular Plan

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  • 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 27.73 -18.08 -4.44 3.41 5.58 7.53
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 -4.44 3.41 5.58 0.74 1,637.79
ICICI Prudential Medium Term Bond Fund - Growth Sep 15, 2004 8.95 6.82 7.74 1.62 5,386.16
SBI MAGNUM MEDIUM DURATION FUND - REGULAR PLAN - GROWTH Nov 05, 2003 11.59 8.57 9.36 1.23 3,192.04
IDFC Bond Fund - Medium Term Plan -Regular Plan- Growth Option Jul 08, 2003 10.60 7.79 8.14 1.43 2,807.92
Kotak Medium Term Fund - Growth Mar 21, 2014 Unrated 4.04 5.56 7.26 1.68 1,757.20
HDF Medium Term Debt Plan-Growth Option Feb 06, 2002 7.15 6.65 7.66 1.29 1,134.93

Fund Holdings as on 30-April-2020

  • 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) **

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

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

  • 11.75% Rivaaz Trade Ventures Pvt Ltd (30-Jun-2023) **

  • 11.50% S D Corporation Pvt Ltd (03-Jun-2022) **

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

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

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

  • 12.40% JM Financial Asset Reconstruction Co Ltd (02-Feb-2022) **

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

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

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

  • 12.30% Sterlite Power Grid Ventures Ltd (28-Mar-2022) **

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

  • 13.30% Nufuture Digital (India) Ltd (31-Dec-2023) **

  • 12.64% Five-Star Business Finance Ltd (28-Jun-2022) **

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

  • 9.95% Vastu Housing Finance Corporation Ltd (27-Feb-2025) **

  • 10.00% Aptus Value Housing Finance India Ltd (20-Jul-2025) **

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

  • 9.00% Pune Solapur Expressways Pvt Ltd (31-Mar-2029) **

  • 9.00% Pune Solapur Expressways Pvt Ltd (31-Mar-2029) **

  • 13.90% Future Ideas Co Ltd (31-Dec-2023) **

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

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

  • 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) **

  • 10.00% Aptus Value Housing Finance India Ltd (26-Feb-2025) **

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

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

  • 9.95% Vastu Housing Finance Corporation Ltd (27-Feb-2025) **

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

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

  • 12.41% Renew Solar Power Pvt Ltd (01-Nov-2022) **

  • 11.90% Rishanth Wholesale Trading Pvt Ltd (20-Oct-2023) **

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

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

  • 9.95% Vastu Housing Finance Corporation Ltd (27-Feb-2025) **

  • 11.40% Tata Power Co Ltd (02-Jun-2111)

  • 11.49% Reliance Big Pvt Ltd Series III (14-Jan-2021) $$ ^^ **

  • Call, Cash & Other Assets

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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 A

  • BWR A(CE)

  • BWR A-(CE)

  • BWR D

  • CARE A+

  • CARE A+(CE)

  • CARE A+(SO)

  • CARE A-(CE)

  • CARE AA

  • CARE AA(CE)

  • CARE AA-

  • Cash

  • CRISIL A+(CE)

  • CRISIL AA

  • CRISIL AA+

  • CRISIL AA-

  • ICRA A

  • ICRA A+

  • ICRA A-

  • ICRA AA-

  • IND A

  • IND A+

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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 ₹1,637.79 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 down ₹0(-0.01%)yesterday to ₹21.4015.

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