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  • Franklin India Opportunities Fund(G)

    Franklin India Opportunities Fund(G)
    Dividend Yearly
    NA
    Category
    Equity - Multi Cap
    52-week NAV high
    80.26  (As on 23-01-2018)
    52-week NAV low
    64.72  (As on 26-10-2018)
    Expense
    2.56%  (As on 31-10-2018)

    Performance

    1 mnth 3 mnth 6 mnth 1 yr 2 yr 3 yr 4 yr 5 yr 10 yr
    Fund Returns 1.00 -7.96 -7.76 -7.48 9.05 8.83 6.97 15.22 -
    Scheme Details
    Fund Type
    Open Ended
    Investment Plan
    Growth
    Bonus
    NA
    Launch Date
    Feb 21, 2000
    Last Dividend
    NA
    Minimum Investment
    5000
  • Franklin Templeton India is known to be one of the most reputed mutual fund houses in India. The company was set up in 1996 and since then the company has seen its business grow by leap and bounds.

    Franklin India Opportunities Fund - Growth is an open-ended scheme which invests in stocks depending on the special situation theme. The aim of this scheme is to provide the investors with long-term capital appreciation. This scheme is a growth fund and hence it will not generate short-term yield until and unless the investor decides to redeem it.

    Investment Objective of Franklin India Opportunities Fund - Growth

    The aim of this scheme is to provide investors with long-term capital appreciation by investing in special situations such as change in government policy, government regulatory changes, corporate restructuring, companies experiencing unique challenges, etc.

    Key Features of Franklin India Opportunities Fund - Growth

    Type of fund

    Open-ended equity scheme following special situation scheme

    Plans available

    Investors are offered direct plan and regular plan options.

    Options under each plan

    • Growth Option
    • Dividend Option
    • Direct - Growth Plan
    • Direct - Dividend Plan

    Risk

    High

    Systematic Investment Plan

    Available

    Systematic Transfer Plan

    Available

    Systematic Withdrawal Plan

    Available

    Investment Amount for Franklin India Opportunities Fund - Growth

    Minimum investment amount

    Rs.5000

    Minimum additional purchase amount

    Rs.1000

    Minimum installment for Systematic Investment Plan (SIP)

    A minimum of Rs.500 for a period of 12 months or a minimum of Rs.1,000 for a period of 6 months.

    Minimum installment for Systematic Withdrawal Plan (SWP) post the lock-in period

    A minimum of Rs.1,000 can be withdrawn on a monthly, or a quarterly basis.

    Entry Load

    NA

    Exit Load

    1% for exit within 12 months of the date of the allotment

    Asset Allocation for Franklin India Opportunities Fund - Growth

    Instruments

    Risk Profile

    % of Net Asset

    Equity and Equity-Linked Instruments of special situation theme

    Medium to High

    80 - 100%

    Money market instruments

    Low to Medium

    0 - 20%

    Who can invest in Franklin India Opportunities Fund - Growth

    The following entities can invest in Franklin India Opportunities Fund - Growth

    • Residents of India either as a single holder or on a joint basis
    • Minor through a parent/s or a guardian
    • Companies/Corporate bodies/ Public Sector undertakings registered in India
    • Banks, Investment Institutions, and Financial Institutions
    • Religious, Charitable, and similar type of Trusts registered in India
    • Hindu Undivided Families (HUF)
    • Partnership Firms, Limited Liability Partnerships (LLP), and Sole Proprietorship
    • Army, Air Force, Navy, para-military funds and eligible bodies
    • Endowments or Wakf Boards/Co-operative societies/ Societies/ Associations of Person or Body of individuals authorised to invest in units of mutual funds
    • Institutions, Associations, and Other bodies permitted to invest in the units of mutual funds
    • Industrial and scientific research organisations
    • Institutions, individuals, and corporate bodies in conformity with SEBI rules and guidelines and permitted by the AMC may invest in the units of mutual funds
    • Mutual Funds and Investment Funds can also invest in a scheme of a mutual fund, subject to SEBI rules and guidelines
    • Foreign Institutional Investors (FIIs) registered with SEBI on a full repatriation basis
    • Non-resident Indian (NRI)/Overseas Citizens of India (OCI) on a full repatriation or non-repatriation basis

    *Note: The above-mentioned list is indicative. Prospective investors are advised to consult with their financial advisors to check if this scheme is suitable to them.

    NAV Disclosure and Benchmark for Franklin India Opportunities Fund - Growth

    The net asset value or NAV of a scheme can be computed by dividing the total number of assets by the total number of outstanding units. The NAV of this particular scheme is computed at the end of every business day and published on www.franklintempletonindia.com and on the official website of the Association of Mutual Funds of India (www.amfiindia.com).

    The scheme portfolios will be disclosed by the Mutual Fund on the last day of the month/last day of every half year ended March and September on the official website of the Association of Mutual Funds of India and on the official website of the Franklin Templeton India. The Fund as per the SEBI rules and guidelines will also disclose the half-yearly and annual results on its official website. The Benchmark Index of this particular scheme is Nifty 500.

    Franklin India Opportunities Fund - Growth Fund Manager

    The Fund Managers of this scheme are R. Janakiraman, Hari Shyamsunder, and Srikesh Nair who is a dedicated Foreign Fund Manager.

    Investment restrictions of Franklin India Opportunities Fund - Growth

    Some of the investment restrictions that are specific to the Franklin India Opportunities Fund - Growth are:

    • The investments made in the securities via the scheme corpus can only be in the transferable securities under Regulation 43 of Chapter VI of SEBI (Mutual Funds) Regulations, 1996.
    • The investor cannot make an investment in any Fund of Funds schemes.
    • The mutual fund will not advance any loan for any purpose whatsoever.
    • The scheme may pool their investment in another scheme under the same mutual fund or any other asset management company’s plan without charging any fee for it, provided that all the investments made by all the schemes under the same mutual fund or schemes under other mutual funds do not exceed more than 5% of the NAV of the mutual fund.
    • The Mutual Fund under all its schemes will not own more than 10% of any company’s voting rights.
    • A maximum of 5% of the net assets can only be invested by the scheme in unlisted equity and other equity-related instruments.
    • Not more than 10% of the net assets can be invested by the scheme in unlisted equity and equity-related instruments of other companies.
    • Not more than 10% of NAV shall be invested by the scheme in debt instruments including money market instruments and non-money market instruments issued by a single issuer.
    • Not more than 10% of the net asset value shall be invested by the scheme in unrated debt instruments. The investment must not exceed more than 25% of the net asset value of the scheme.
    • Debentures, regardless of any residual maturity period, shall attract the investment restrictions, as applicable for debt instruments.
    • Each mutual fund is currently permitted to invest up to US$300 million in foreign securities irrespective of the assets size as per the SEBI Circulars dated September 26, 2007.

    *Note: A full list of the investment restrictions for SBI Magnum Midcap Fund can be found in the Scheme Information Document.

    Dividend Policy of Franklin India Opportunities Fund - Growth

    The Asset Management Company can declare the dividends in the scheme at any point in time and frequency it deems appropriate. The company provides the unitholders with no guarantee or assurance whatsoever regarding the rate of dividend distribution and the dividend that will be regularly paid to the investors.

    The scheme also holds the rights to suspend the sales of units for a period of time it finds fit to be appropriate before the record date so as to ensure proper processing.

    The dividends will be distributed within a month of its declaration and can be paid via either electronic mode or cheque depending on the mode chosen by the unitholder.

    The manner and procedure of payment of dividend shall be in line with the circulars and guidelines by SEBI.

    Other Facilities under Franklin India Opportunities Fund - Growth

    Some of the facilities that an investor can avail under Franklin India Opportunities Fund - Growth are:

    • Step-up SIP: Under this facility, an investor who has availed the SIP option can opt to increase the amount of SIP at a certain interval of time. This allows the investor to enhance his/her flexibility of investing a higher amount during the tenure of the SIP.
    • Pause SIP: An investor who has opted for SIP has the option to pause it at any point in time. The notice for the pausing of SIP must be submitted at least 20 days prior to the next date of SIP.
    • New SIP: An investor availing SIP can choose any date of a month for the SIP installments. In case the date chosen by the person falls on a holiday, then the next business day will be considered to be the date for the SIP installment. If the investor does not provide any date on which the SIP installment will be made by him/her, then the 10th day of the month will be considered as the default date.
    • SIP Amount Change facility: An investor availing this facility can opt to change the SIP amount without having to cancel the ongoing SIP.
    • Flexi SIP facility: An investor in case of any cash crunch or having surplus of cash may opt for this facility where he/she can alter the installment amount for a single month or a quarter.
    • Systematic Transfer Plan (STP): An investor availing this facility can choose to transfer their investments to another Franklin Templeton India scheme on a weekly, monthly, quarterly, half-yearly, or on a yearly basis.

    *Note: A full list of special facilities that are offered to unitholders can be found in the Scheme Information Document.

    Why should you invest in Franklin Templeton India Opportunities Fund - Growth

    Franklin Templeton India Opportunities Fund - Growth is an open-ended equity scheme which invests in special situations such as changes in government policies, regulatory changes meted out by the government, corporate restructuring, unique challenges experienced by the government, etc. The aim of this scheme is to provide the investor with long-term capital appreciation. Apart from that, there are various facilities provided under this scheme. For example, any investor who has opted for the Systematic Investment Plan (SIP) option can increase the SIP amount or alter the date of the SIP installment. An investor can also avail the Systematic Transfer Plan (STP) where he/she can transfer his/her investments from one scheme to any other Frank Templeton India scheme on a weekly, monthly, quarterly, half-yearly, or on a yearly basis. Any person availing the Frank Templeton India Opportunities Fund - Growth will also get to enjoy tax benefits under the Income Tax Act, 1961.

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    GST rate of 18% applicable for all financial services effective July 1, 2017.

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