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Franklin India Opportunities Fund

Growth
224.130.48% (+1.07)
Investment Checklist

Returns

Fund's average annual rolling returns over the last three years is compared against the funds from the same category

Fund has been able to generate better returns compared to other funds in the same category

Expense Ratio

Expense Ratio is the fee paid by investors of Mutual Funds. Fund's expense ratio is compared against the expense ratio of other funds in the same category to check if the fund is charging more or less compared to other funds in the same category

Less expense ratio implies better returns over the long term

Return vs FD Rates

If fund's return is lower than the average fixed deposit rates offered by banks, investors are better off investing the amount in a FD

Fund has been able to generate better price return than bank FD

Red Flags

We check for various red flags on fund's portfolio holdings like - ratings for debt securities, pledging of promoter shares in the company, default probabiity of the company, stocks presense in negative lists published by the exchanges etc. Checkout the Holdings section in the Portfolio tab for full list of securties with red flags

Total holdings with red flags is insignificant

OverviewPeersPortfolioFund ManagerOpinions

Asset Allocation

Actual

Target

Jun 2023

Sep 2023

Dec 2023

Mar 2024

ACTUAL
Cash & EquivalentsEquity5.60%94.40%

Jun 2023

Sep 2023

Dec 2023

Mar 2024

Tickertape Separator

Sector Distribution

+20 morePrivate BanksRetail - OnlineHome Electronics & AppliancesOthersIndustrial Machinery55.04 %6.28 %7.02 %7.63 %9.00 %15.03 %

Jun 2023

Sep 2023

Dec 2023

Mar 2024

Tickertape Separator

Sector Weightage

Dec 22Mar 23Jun 23Sep 23Dec 23Mar 2421.40%23.77%25.21%21.28%18.17%15.03%
Industrial Machinery as a % of total holdings for last six quarters
Tickertape Separator

Current Holdings

Equity

Others

  • Constituent
    Holding Weight
    3M Change
  • ICICI Bank Ltd
    ICICIBANK
    3M change : 1.77 %

    Holdings

    6.28 %

    1.77 %
  • Zomato Ltd
    ZOMATO
    3M change : 3.43 %

    Holdings

    5.71 %

    3.43 %
  • Reliance Industries Ltd
    RELIANCE
    3M change : -0.28 %

    Holdings

    5.63 %

    -0.28 %
  • Bharti Airtel Ltd
    BHARTIARTL
    3M change : 5.24 %

    Holdings

    5.24 %

    5.24 %
  • Hindustan Aeronautics Ltd
    HAL
    3M change : -0.54 %

    Holdings

    4.04 %

    -0.54 %
  • Kirloskar Oil Engines Ltd
    KIRLOSENG
    3M change : 0.45 %

    Holdings

    3.61 %

    0.45 %
  • Crompton Greaves Consumer Electricals Ltd
    CROMPTON
    3M change : 0.01 %

    Holdings

    3.09 %

    0.01 %
  • Metropolis Healthcare Ltd
    METROPOLIS
    3M change : 3.07 %

    Holdings

    3.07 %

    3.07 %
  • Aster DM Healthcare Ltd
    ASTERDM
    3M change : 0.14 %

    Holdings

    3.00 %

    0.14 %
  • Bharat Electronics Ltd
    BEL
    3M change : -2.38 %

    Holdings

    2.93 %

    -2.38 %
  • Analog Devices Inc
    3M change : 0.70 %

    Holdings

    2.77 %

    0.70 %
  • Kirloskar Pneumatic Company Ltd
    KIRLPNU
    3M change : -0.48 %

    Holdings

    2.73 %

    -0.48 %
  • Tata Steel Ltd
    TATASTEEL
    3M change : 1.47 %

    Holdings

    2.52 %

    1.47 %
  • Multi Commodity Exchange of India Ltd
    MCX
    3M change : -0.75 %

    Holdings

    2.33 %

    -0.75 %
  • Amber Enterprises India Ltd
    AMBER
    3M change : -0.52 %

    Holdings

    2.29 %

    -0.52 %
  • Voltas Ltd
    VOLTAS
    3M change : 0.74 %

    Holdings

    2.25 %

    0.74 %
  • Affle (India) Ltd
    AFFLE
    3M change : -0.36 %

    Holdings

    2.20 %

    -0.36 %
  • Piramal Pharma Ltd
    PPLPHARMA
    3M change : -1.06 %

    Holdings

    2.17 %

    -1.06 %
  • Tata Motors Ltd
    TATAMOTORS
    3M change : -0.18 %

    Holdings

    2.14 %

    -0.18 %
  • TVS Motor Company Ltd
    TVSMOTOR
    3M change : -0.63 %

    Holdings

    2.11 %

    -0.63 %
  • Apeejay Surrendra Park Hotels Ltd
    PARKHOTELS
    3M change : 2.08 %

    Holdings

    2.08 %

    2.08 %
  • PB Fintech Ltd
    POLICYBZR
    3M change : -2.62 %

    Holdings

    1.96 %

    -2.62 %
  • NTPC Ltd
    NTPC
    3M change : -1.84 %

    Holdings

    1.95 %

    -1.84 %
  • Zensar Technologies Ltd
    ZENSARTECH
    3M change : 0.10 %

    Holdings

    1.87 %

    0.10 %
  • Larsen and Toubro Ltd
    LT
    3M change : -1.59 %

    Holdings

    1.83 %

    -1.59 %
  • Motherson Sumi Wiring India Ltd
    MSUMI
    3M change : 0.14 %

    Holdings

    1.72 %

    0.14 %
  • MTAR Technologies Ltd
    MTARTECH
    3M change : 0.74 %

    Holdings

    1.70 %

    0.74 %
  • Escorts Kubota Ltd
    ESCORTS
    3M change : 0.02 %

    Holdings

    1.64 %

    0.02 %
  • Chambal Fertilisers and Chemicals Ltd
    CHAMBLFERT
    3M change : 0.08 %

    Holdings

    1.59 %

    0.08 %
  • TeamLease Services Ltd
    TEAMLEASE
    3M change : 0.64 %

    Holdings

    1.44 %

    0.64 %
  • Indiamart Intermesh Ltd
    INDIAMART
    3M change : 0.33 %

    Holdings

    1.31 %

    0.33 %
  • Gateway Distriparks Ltd
    GATEWAY
    3M change : 0.76 %

    Holdings

    1.26 %

    0.76 %
  • Bosch Ltd
    BOSCHLTD
    3M change : -0.02 %

    Holdings

    1.10 %

    -0.02 %
  • Kirloskar Brothers Ltd
    KIRLOSBROS
    3M change : 0.01 %

    Holdings

    1.05 %

    0.01 %
  • Techno Electric & Engineering Company Ltd
    TECHNOE
    3M change : -0.41 %

    Holdings

    0.95 %

    -0.41 %
  • Unichem Laboratories Ltd
    UNICHEMLAB
    3M change : 0.90 %

    Holdings

    0.90 %

    0.90 %
  • Concord Biotech Ltd
    CONCORDBIO
    3M change : -0.29 %

    Holdings

    0.87 %

    -0.29 %
  • Hitachi Energy India Ltd
    POWERINDIA
    3M change : -0.04 %

    Holdings

    0.82 %

    -0.04 %
  • Tega Industries Ltd
    TEGA
    3M change : -0.19 %

    Holdings

    0.66 %

    -0.19 %
  • CE Info Systems Ltd
    MAPMYINDIA
    3M change : 0.59 %

    Holdings

    0.59 %

    0.59 %
  • Netweb Technologies India Ltd
    NETWEB
    3M change : -0.01 %

    Holdings

    0.56 %

    -0.01 %
  • Somany Ceramics Ltd
    SOMANYCERA
    3M change : -0.31 %

    Holdings

    0.40 %

    -0.31 %
  • Numero Uno International Ltd.
    3M change : -0.00 %

    Holdings

    0.00 %

    -0.00 %
  • Chennai Interactive Business Services Pvt Ltd ** ^^
    3M change : -0.00 %

    Holdings

    0.00 %

    -0.00 %
  • REC Limited
    RECLTD
    3M change : -0.99 %

    Holdings

    0.00 %

    -0.99 %
  • Jubilant Foodworks Ltd
    JUBLFOOD
    3M change : -1.57 %

    Holdings

    0.00 %

    -1.57 %
  • SBI Cards and Payment Services Ltd
    SBICARD
    3M change : -1.51 %

    Holdings

    0.00 %

    -1.51 %
  • Ganesha Ecosphere Ltd
    GANECOS
    3M change : -0.38 %

    Holdings

    0.00 %

    -0.38 %
  • NHPC Ltd
    NHPC
    3M change : -2.12 %

    Holdings

    0.00 %

    -2.12 %
  • Tata Technologies Ltd
    TATATECH
    3M change : -2.13 %

    Holdings

    0.00 %

    -2.13 %