Franklin India Income Opportunities Fund - Growth - Direct Plan

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Fund Overview Growth | Direct Plan

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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 - Direct - Growth 19.23 12.24 22.59 5.81 6.98 8.38
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 - Direct - Growth Jan 01, 2013 Unrated 22.59 5.81 6.98 221.93
SBI MAGNUM MEDIUM DURATION FUND - DIRECT PLAN - GROWTH Jan 28, 2013 7.37 10.31 9.49 0.68 9,554.55
ICICI Prudential Medium Term Bond Fund - Direct Plan - Growth Jan 23, 2013 9.08 9.48 8.49 0.75 7,005.98
HDFC Medium Term Debt Fund-Growth Option-Direct Plan Jan 01, 2013 8.79 9.55 8.34 0.49 3,853
IDFC Bond Fund - Medium Term Plan-Direct Plan-Growth Jan 01, 2013 5.72 9.16 7.93 0.75 3,805.22
Kotak Medium Term Fund - Direct Growth Mar 21, 2014 Unrated 8.80 8.26 7.75 0.57 2,120.16

Fund Holdings as on 31-August-2021

  • SBI Overnight Fund - Direct Plan - Growth

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

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

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

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

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

  • 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) $$ @@@ **

  • 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 D(CE)

  • CARE AA-

  • Cash

  • CRISIL A+(CE)

  • CRISIL AA-

  • MFU

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About Franklin India Income Opportunities Fund

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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 01-Jan-2013 and currently has an AUM of ₹221.93 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(0.1%)yesterday to ₹26.1792.

Among its top 3 holdings the fund has exposure to SBI Overnight Fund - Direct Plan - Growth, 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