MonitorDirect · Growth
Franklin India Opportunities Fund
Franklin Templeton Mutual FundEquity Scheme - Sectoral/ Thematic13.7 years
The scheme aims to generate capital appreciation by capitalising on the long-term growth opportunities in the India economy. The scheme will invest in a broad range of stocks without any limitation either qualitative or quantitative and across market capitalization.
- NAV
- 290.2465
- 15 Sept 2026
- 1Y
- +4.4%
- Trailing CAGR
- Upside capture
- +107%
- Vs NIFTY 500 TRI
- Downside capture
- +90%
- Lower is better
NAV
Path not in current snapshots
n/a
Returns
Trailing CAGR and simulated monthly SIP XIRR from daily NAV. Category comparison uses the median of comparable share classes in the peer set.
Trailing CAGR
Point-to-point, calendar-day annualized
- 1Y+4.4%
- 3Y+20.2%
- 5Y+18.6%
- 10Y+16.6%
- SI+17.3%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y+10.4%
- 3Y+12.3%
- 5Y+20.3%
- 10Y+19.6%
- Since inception
- +17.3%
- Calendar-day CAGR
- Excess 1Y
- -1.7%
- Category median, same plan and option
- 3Y win rate
- +75%
- Windows beating the median
- 3Y percentile
- 87
- Vs comparable share classes
- Worst rolling 3Y
- -8.5%
- 2636 daily-ending windows
- Median rolling 3Y
- +19.2%
- Calendar-day CAGR
- Positive rolling 5Y
- +99%
- 2144 daily-ending windows
- SIP 3Y XIRR
- +12.3%
- Simulated monthly SIP
Official benchmark
Date-aligned against NIFTY 500 TRI. Capture ratios use common month-end observations through 15 Sept 2026.
- 1Y excess
- +4.5%
- Fund minus TRI
- 3Y excess
- +10.1%
- Fund minus TRI
- Upside capture
- +107%
- Benchmark-up months
- Downside capture
- +90%
- Lower is better
Drawdown
Peak to trough from a running NAV high. Move across the path to read a date.
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 13 days
- 150 recovered episodes
- Longest recovery
- 364 days
- Trough to prior peak
- Current spell
- 25 days
- Days below latest peak
- Time below peak
- +88%
- NAV observations
23 Jan 2018 – 5 Nov 2020
Trough 23 Mar 2020 · recovered in 227 days
-39.3%
12 Nov 2021 – 11 May 2023
Trough 12 May 2022 · recovered in 364 days
-24.3%
3 Mar 2015 – 11 Jul 2016
Trough 29 Feb 2016 · recovered in 133 days
-20.6%
15 Jan 2013 – 5 Dec 2013
Trough 28 Aug 2013 · recovered in 99 days
-19.2%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
87
Vs category
39
Consistency
69
Risk-adjusted
63
Drawdown
2
Mean
52
Portfolio
31 Aug 2026 · 46 holdings · top 10 are 43.6%.
- Top 5
- 27.0%
- Top 10
- 43.6%
- Largest holding
- 10.2%
- Effective holdings
- 27.4
Cash/Net Current Assets
Unspecified
10.2%
Hindustan Aeronautics Ltd
Industrials
7.7%
TBO Tek Ltd.
Consumer Discretionary
4.4%
APL Apollo Tubes Ltd
Industrials
3.8%
Mankind Pharma Ltd.
Healthcare
3.8%
What changed
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
11 Sept 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
10 Sept 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
9 Sept 2026
Decision
Quantitative read of the live evidence. An explanation can only restate what is already here.
As of 11 Sept 2026
Monitor
Engine status
Monitor
Recent evidence
Why this status
- Long-term category-relative performance remains stronger than the most recent rolling 1-year windows, which have deteriorated across multiple periods.
- Maximum drawdown exceeded 35%.
Supporting reads
- The fund beat the category median in 75% of rolling 3-year windows.
- Three-year return is above the category median.
- Risk-adjusted return sits above the documented risk-free proxy.
Worth investigating
Same-category peers with enough history to inspect beside this fund.
Baroda BNP Paribas Innovation Fund
Baroda BNP Paribas Mutual Fund
- 1Y
- +9.0%
- 3Y
- n/a
- Vol
- 15.9%
- Max DD
- -22.3%
- Sharpe
- 0.60
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
Caveat: Lower trailing returns
Kotak Business Cycle Fund
Kotak Mahindra Mutual Fund
- 1Y
- +2.5%
- 3Y
- +14.5%
- Vol
- 12.6%
- Max DD
- -18.4%
- Sharpe
- 0.82
- 3Y win
- +97%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
Caveat: Lower trailing returns
Motilal Oswal Active Momentum Fund
Motilal Oswal Mutual Fund
- 1Y
- +25.5%
- 3Y
- n/a
- Vol
- 17.1%
- Max DD
- -16.6%
- Sharpe
- 1.25
- 3Y win
- n/a
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility
Nippon India Innovation Fund
Nippon India Mutual Fund
- 1Y
- +0.2%
- 3Y
- +13.9%
- Vol
- 14.1%
- Max DD
- -21.5%
- Sharpe
- 0.68
- 3Y win
- +100%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
Caveat: Lower trailing returns
quant Business Cycle Fund
quant Mutual Fund
- 1Y
- +4.3%
- 3Y
- +11.4%
- Vol
- 17.4%
- Max DD
- -29.2%
- Sharpe
- 0.74
- 3Y win
- +91%
- Shallower drawdown
- Higher win rate vs category
Caveat: Higher volatility · Lower trailing returns