Franklin India Opportunities Fund - Direct Plan - Growth
code 118539 Sectoral/Thematic direct plan · growth NAVs 2013-01-01 to 2026-11-09
Growth of ₹10,000 vs benchmark
From 2013-01-01, common dates. Scroll or drag to zoom.
Drawdown
Rolling 3-year CAGR
Returns
| period | fund | fund* | benchmark* | fund − benchmark* | from → to |
|---|---|---|---|---|---|
| 1M | 0.73% | -2.62% | -6.04% | 3.42% | 2026-10-09 → 2026-11-09 |
| 3M | -3.59% | 1.37% | -3.61% | 4.98% | 2026-08-07 → 2026-11-09 |
| 6M | 1.52% | 14.56% | 5.81% | 8.75% | 2026-05-08 → 2026-11-09 |
| 1Y | -0.21% | 3.77% | -1.79% | 5.57% | 2025-11-07 → 2026-11-09 |
| 3Y | 19.22% | 19.98% | 9.55% | 10.42% | 2023-11-09 → 2026-11-09 |
| 5Y | 16.35% | 17.81% | 9.02% | 8.79% | 2021-11-09 → 2026-11-09 |
| 7Y | 20.89% | 21.45% | 14.12% | 7.33% | 2019-11-08 → 2026-11-09 |
| 10Y | 16.60% | 16.73% | 12.86% | 3.87% | 2016-11-09 → 2026-11-09 |
| since inception | 16.77% | 17.04% | 13.00% | 4.04% | 2013-01-01 → 2026-11-09 |
Absolute under 1 year, CAGR from 1 year. * Common dates only.
Calendar years
| year | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| fund | 59.13% | 2.99% | 5.02% | 36.79% | -9.43% | 6.09% | 28.66% | 30.55% | -1.20% | 54.87% | 39.17% | 4.43% |
| benchmark | 39.30% | 0.22% | 5.12% | 37.65% | -2.14% | 8.97% | 17.89% | 31.60% | 4.25% | 26.91% | 16.24% | 7.76% |
Rolling returns
| length | periods | average | median | worst | best | % positive | % beating benchmark |
|---|---|---|---|---|---|---|---|
| 1 year | 3,131 | 21.28% | 12.09% | -34.55% | 112.48% | 83% | 56% |
| 3 years | 2,643 | 18.56% | 19.26% | -8.53% | 37.88% | 96% | 66% |
| 5 years | 2,150 | 17.12% | 16.43% | -2.81% | 37.77% | 99% | 59% |
Risk and risk-adjusted return
| 3 years 2023-11 – 2026-10 | 5 years 2021-11 – 2026-10 | 10 years 2016-11 – 2026-10 | |
|---|---|---|---|
| CAGR | 19.05% | 16.24% | 15.78% |
| volatility | 17.72% | 16.34% | 17.91% |
| max drawdown | -18.05% | -24.33% | -39.34% |
| downside deviation | 11.07% | 9.95% | 12.01% |
| Sharpe ratio | 0.75 | 0.66 | 0.61 |
| Sortino ratio | 1.19 | 1.08 | 0.91 |
| Calmar ratio | 1.06 | - | - |
| alpha (annualised) | - | - | - |
| beta | - | - | - |
| R² | - | - | - |
| tracking error | - | - | - |
| information ratio | - | - | - |
| up / down capture | - | - | - |
| Treynor ratio | - | - | - |
36 months: benchmark lacks some months of the window: no relative metrics
60 months: benchmark lacks some months of the window: no relative metrics
120 months: benchmark lacks some months of the window: no relative metrics
Sector/theme fund: not ranked. Compare with its benchmark above.