Franklin India Opportunities Fund Direct Growth

Scheme code: INF090I01GC8 NAV value: ₹ 264.4071 NAV date: 18 March, 2026 TER: 0.57%
Fund option: Direct Fund type: Growth
Asset class: Equity Asset category: Sectoral/Thematic

Rolling returns

Summary

Duration Min (%) Max (%) Median (%) Average return (%) Category average return (%)
1 year-34.70112.4813.2122.1013.63
3 year-8.5437.9218.3418.3018.78
5 year-2.8137.7915.9816.9815.46
7 year7.6223.3715.0515.8713.55
10 year13.7720.6717.8517.7214.92
12 year17.9521.3919.5819.5816.54

Comparison vs benchmark returns

Index Metrics
NIFTY 50
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -7.0220.625.6122.1
3 year 6.2830.9515.0418.3
5 year 8.3826.0214.2216.98
7 year 10.1815.6212.9315.87
10 year 11.4212.9312.1817.72
15 year -5.6515.886.78
NIFTY 100
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -8.4719.784.4922.1
3 year 6.5619.6413.5718.3
5 year 9.2212.2910.7516.98
NIFTY 200
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -8.3920.914.7522.1
3 year 7.6821.4915.0618.3
5 year 10.3713.511.9316.98
NIFTY 500
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -8.4720.674.1622.1
3 year 8.0432.0317.8118.3
5 year 8.1828.6415.3416.98
7 year 10.6416.4213.7715.87
10 year 12.5614.0613.3117.72

SIP rolling returns

Summary

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.
Duration Invested amount Final value Return CAGR (%)

Comparison vs benchmark returns

Index Metrics

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹13,03,728 - Absolute Returns: ₹1,03,728 - CAGR: %

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹46,90,084 - Absolute Returns: ₹10,90,084 - CAGR: %

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹92,75,169 - Absolute Returns: ₹32,75,169 - CAGR: %

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,54,71,618 - Absolute Returns: ₹70,71,618 - CAGR: %

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹3,39,03,179 - Absolute Returns: ₹2,19,03,179 - CAGR: %

SIP return for 12 year

- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹5,12,63,174 - Absolute Returns: ₹3,68,63,174 - CAGR: %

Drawdown Metrics

Max Drawdown

-39.34 %

Drawdown Duration

26 months

Recovery Time

8 months

Avg Drawdown

-5.85 %

Calmar Ratio by Duration

1 Y

0.5617

3 Y

0.4651

5 Y

0.4316

7 Y

0.4034

10 Y

0.4504

12 Y

0.4976

Benchmark Comparison

vs NIFTY 50

Duration Alpha Beta Upside Capture Downside Capture Fund CAGR Benchmark CAGR
1 year 4.88 0.96 97.6 90.4 8.98 % 4.00 %
3 years 15.95 0.93 100.0 79.4 26.87 % 11.28 %
5 years 9.69 0.93 95.6 83.6 18.92 % 9.44 %
7 years 8.53 0.90 95.8 87.0 18.86 % 10.74 %
10 years 5.89 0.91 95.1 88.3 17.45 % 12.06 %
12 years 4.68 0.91 95.1 88.3 14.36 % 10.00 %
15 years 3.54 0.91 95.1 88.3 11.33 % 7.92 %