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EquitySectoral/ ThematicDirect · Growth

Franklin India Opportunities Fund - Direct - Growth

Franklin Templeton · Scheme 118539

295.83 0.25%NAV · 2026-08-05
70
Decent FundScore
Start SIP
AUM
Expense ratio
3Y CAGR
22.9%
Risk level
High
Min SIP
Benchmark
Nifty 500 TRI

NAV Growth

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Historical returns

PeriodReturn
1 Month+2.04%
3 Months+6.53%
6 Months+5.06%
1 Year+6.75%
3 Years (CAGR)+22.90%
5 Years (CAGR)+19.62%
10 Years (CAGR)+17.10%
Since Launch+17.39%

Returns ≥ 1 year are annualised (CAGR); shorter periods are absolute. Past performance does not guarantee future returns.

FundScore breakdown

Six explainable dimensions. How the score works →

Returns83
Consistency64
Risk-adjusted54
Downside protection59
Cost efficiency80
Portfolio quality50

Why this fund scores well

  • 3Y CAGR: +22.9%
  • 3Y CAGR vs category: +6.2% vs category avg
  • Positive 3Y windows: 96% of rolling 3Y windows positive
  • Alpha vs benchmark: +15.0%
  • Downside capture: 78% of benchmark falls

What to watch

  • 1Y return: +6.8%
  • 1Y return vs category: -1.7% vs category avg
  • Sharpe ratio: 0.69
  • Sortino ratio: 0.87

Risk metrics

Sharpe ratio
0.69
Sortino ratio
0.87
Volatility
16.20%
Max drawdown
-39.34%
Downside capture
77.50%

SIP return calculator

Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.

Portfolio & holdings

Top holdings, sector allocation and market-cap split require a paid factsheet feed and are coming soon. Everything above is computed from official daily NAV history and is fully real.

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