Franklin India Opportunities Fund - Direct - Growth
Franklin Templeton Mutual Fund Equity Sectoral/ Thematic
Expense Ratio
0.52%
AUM
₹760.86 Cr
Plan Type
Direct
Market Cap
NA
Risk Level
High
Performance Analysis
NAV trends and returns overview
Returns Performance
Compound Annual Growth Rate (CAGR) across different periods
1 Month
-43.00%
Poor
6 Months
-2.25%
Poor
1 Year
+5.36%
Below Average
3 Years
+29.88%
Excellent
5 Years
+21.76%
Excellent
AUM Growth Analysis
Assets under management trends and growth patterns
Quarterly AUM Trend
Last 20 quarters
AUM Metrics
Key indicators
Current AUM
₹760.86 Cr
Recent Trend
Growing
Stability Score
41.6
Growth Assessment
Excellent Growth
Growth Performance
Historical returns
1Y
Annual Growth
+60.39%
3Y
3Y CAGR
+895.78%
5Y
5Y CAGR
+1295.21%
Growth Assessment: Excellent Growth
• Strong investor confidence with high inflows
• Low liquidity risk with stable flows
Risk Analysis
Volatility metrics and risk assessment indicators
Risk level: High - Higher risk with significant price movements
Volatility
15.10%
Annualized standard deviation
Sharpe Ratio
1.399
Good - Risk-adjusted return
Max Drawdown
-24.30%
High - Worst decline
Consistency
72.1%
Performance consistency
Volatility Breakdown
Daily Volatility
0.95%
Average daily price movement
Annualized Volatility
15.10%
Expected annual price range
Risk Assessment Guide
• Volatility: Higher volatility means greater price fluctuations and investment risk
• Sharpe Ratio: Higher values indicate better risk-adjusted returns (>1.0 is good)
• Max Drawdown: Shows the largest peak-to-trough decline in value
• Consistency: Higher percentages indicate more predictable performance