Return
- 1M
- 3M
- 6M
- 1Y
- 3Y
- 5Y
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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹500 & Lump. ₹5000
AUM (Fund size)
₹10 Cr
Lock In Period
N/A
Expense Ratio
1.76
Benchmark
Nifty Medium Duration Debt Index
Exit Load
Upto 10% of the Units may be redeemed without any exit load in each year from the date of allotment.Any redemption in excess of the above limit shall be subject to the following exit load:3% - if redeemed on or before 12 months from the date of allotment.2% - if redeemed after 12 months but within 18 months from the date of allotment.1% - if redeemed after 18 months but within 24 months from the date of allotment.Nil - if redeemed after 24 months from the date of allotment.
Summary
Latest details for Franklin India Income Opportunities Fund Growth include a ₹24.9338 NAV as of Dec 12,2021 and returns since inception of 15.16%. Minimum investments start at SIP ₹500. The Franklin India Income Opportunities Fund Growth AUM is ₹10 Cr, with a lock-in of N/A years, expense ratio of 1.76%, and benchmark Nifty Medium Duration Debt Index. Exit load is - Upto 10% of the Units may be redeemed without any exit load in each year from the date of allotment.Any redemption in excess of the above limit shall be subject to the following exit load:3% - if redeemed on or before 12 months from the date of allotment.2% - if redeemed after 12 months but within 18 months from the date of allotment.1% - if redeemed after 18 months but within 24 months from the date of allotment.Nil - if redeemed after 24 months from the date of allotment.. In the growth review for 1M Month/Year, the fund recorded 0.42% returns, against a category average of -0.15% and a category best of 298.31%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 0.42 | -0.15 | 298.31 |
| 6M | 4.77 | 1.72 | 316.78 |
| 1Y | 15.59 | 4.87 | 340.09 |
| 3Y | 4.82 | 10.87 | 39.54 |
Portfolio Analysis
- Equity:
- Debt: 100.00%
- Others
As on: 2022-05-31
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About Fund
Franklin India Income Opportunities Fund Growth managed by Franklin Templeton Mutual Fund,is a Medium Duration Fundsscheme with Assets Under Management of ₹10 Crore. The fund benchmarks its performance against the Nifty Medium Duration Debt Index while maintaining an expense ratio of 1.76. Under the expert guidance of Santosh Kamath ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.
Fund Managers
Santosh Kamath
Mr. Kamath is a B.E ( Electronics ) from REC Bhopal and PGDM (Management) from XLRI Jamshedpur. Prior to joining Franklin Templeton Investments he has worked with ING Vysya AMC, Zurich Asset Management, SBI Mutual, CRISIL and Jardine Fleming Asset Management
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundSundaram Medium Duration Fund - Institutional Plan Growth | 0 | 43.15 CR | 2.06 |
| This FundFranklin India Income Opportunities Fund Growth | 0 | 9.58 CR | 1.76 |
| This FundAditya Birla Sun Life Medium Term Plan Growth | 5 | 3078.17 CR | 1.56 |
| This FundAditya Birla Sun Life Medium Term Plan - Institutional Plan Growth | 0 | 1626.19 CR | 1.68 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundSundaram Medium Duration Fund - Institutional Plan Growth | 6.27 | 12.6846 |
| This FundFranklin India Income Opportunities Fund Growth | 15.5932 | 15.1639 |
| This FundAditya Birla Sun Life Medium Term Plan Growth | 8.5557 | 32.3247 |
| This FundAditya Birla Sun Life Medium Term Plan - Institutional Plan Growth | 10.5663 | 37.0187 |
FAQs
Franklin India Income Opportunities Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.
The expense ratio of Franklin India Income Opportunities Fund Growth is 1.76. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.
Franklin India Income Opportunities Fund Growth’s fund performance is as follows:
- 1 Month : 0.42%
- 6 Months : 4.77%
- 1 Year : 15.59%
- 3 Years : 4.82%
You can invest in Franklin India Income Opportunities Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.
The fund size (AUM) of Franklin India Income Opportunities Fund Growth is ₹10 crore. It changes based on market performance, inflows, and outflows.
You can track your investment in Franklin India Income Opportunities Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500