Franklin India Income Opportunities Fund - Growth - Direct Plan

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  • Net Change on 18-01-2021

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Fund Overview Growth | Direct Plan

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  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

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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 21.03 27.67 -4.04 3.57 5.80 7.64
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 -4.04 3.57 5.80 0.06 1,721.31
ICICI Prudential Medium Term Bond Fund - Direct Plan - Growth Jan 23, 2013 10.76 8.87 9.07 0.94 6,207.31
IDFC Bond Fund - Medium Term Plan-Direct Plan-Growth Jan 01, 2013 11.02 9.29 8.82 0.76 4,228.43
HDFC Medium Term Debt Fund-Growth Option-Direct Plan Jan 01, 2013 10.58 9.04 9.06 0.49 2,618.87
Kotak Medium Term Fund - Direct Growth Mar 21, 2014 Unrated 9.17 7.82 8.64 0.74 2,083.68
Aditya Birla Sun Life Medium Term Plan - Growth - Direct Plan Jan 01, 2013 Unrated 8.98 3.69 6.11 1.06 1,893.17

Fund Holdings as on 31-December-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) **

  • 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 **

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

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

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

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

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

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

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

  • 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) **

  • 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) $$ @@@ **

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

  • 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

  • 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+

  • ICRA A-

  • IND A+

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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 ₹1,721.31 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 ₹0.07(0.28%)yesterday to ₹23.5169.

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