Should I invest in Franklin India Opportunities Fund - Direct?

We don't give personal investment advice. Franklin India Opportunities Fund - Direct - Growth is suitable for an investor whose:time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a lossrisk tolerance accepts seeing the portfolio fall sharply without panic-sellinggoal isn't capital preservation in the short termCross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 24.3%. 5-year CAGR: 19.86%.

Franklin India

Franklin India Opportunities Fund - Direct - Growth

Latest NAV

₹288.9197

As of

17 Jul 2026

3,331 NAV records on file

NAV history & peer comparison

All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.

Period

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Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	-0.57%	-0.05%	-0.53	214 / 258	Q4
1W	-1.25%	-0.18%	-1.07	245 / 258	Q4
2W	-0.35%	-0.17%	-0.17	184 / 259	Q3
1M	+1.72%	+1.63%	+0.10	148 / 259	Q3
3M	+3.80%	+4.83%	-1.03	142 / 259	Q3
6M	+1.39%	+4.61%	-3.22	153 / 250	Q3
YTD	+0.30%	+2.98%	-2.68	146 / 247	Q3
1Y	+2.51%	+5.46%	-2.95	144 / 235	Q3
2Y	+3.34%	+4.09%	-0.75	96 / 187	Q3
3Y	+22.91%	+15.93%	+6.99	20 / 148	Q1
4Y	+25.78%	+17.58%	+8.19	11 / 121	Q1
5Y	+19.86%	+13.72%	+6.13	21 / 110	Q1
7Y	+21.16%	+17.79%	+3.36	23 / 91	Q2
10Y	+16.89%	+14.89%	+2.00	18 / 76	Q1
Inception	+17.24%	+12.07%	+5.16	66 / 259	Q2

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2026 YTD	+0.30%	+3.40%	-3.10	145 / 244
2025	+3.93%	+4.41%	-0.48	101 / 208
2024	+38.61%	+23.18%	+15.43	16 / 155
2023	+55.36%	+33.51%	+21.85	7 / 127
2022	-1.20%	+4.32%	-5.52	78 / 116
2021	+30.02%	+34.43%	-4.41	58 / 104
2020	+28.32%	+21.19%	+7.12	23 / 94
2019	+5.81%	+9.30%	-3.49	54 / 85
2018	-8.84%	-5.36%	-3.49	47 / 77
2017	+35.33%	+35.61%	-0.28	46 / 76
2016	+4.62%	+4.98%	-0.36	34 / 76

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+21.85%

153 windows

min -26.3% · max 79.2%

84% positive

3-Year rolling

+18.72%

129 windows

min -5.4% · max 36.6%

96% positive

5-Year rolling

+17.19%

105 windows

min -0.4% · max 36.6%

99% positive

7-Year rolling

+16.16%

80 windows

min 8.7% · max 22.8%

100% positive

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Risk profile

Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.

Std deviation

16.68%

3-year · annualised

Sharpe ratio

0.94

vs risk-free 6.5%

Sortino ratio

1.74

Downside-only deviation

Max drawdown

-18.05%

Sep 2024 → Mar 2025

% positive months

69.4%

Share of monthly returns > 0 over the 3-year window

Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.

Peers in Sectoral/Thematic Fund

Scheme	Fund house	NAV	As of
HDFC Banking & Financial Services Fund - Growth Option - Direct Plan	HDFC	₹19.7420	17 Jul 2026
Nippon India Active Momentum Fund-Direct Plan - Growth Option	Nippon India	₹13.0154	17 Jul 2026
SBI Automotive Opportunities Fund - Direct Plan - Growth	SBI	₹12.5868	17 Jul 2026
ICICI Prudential Active Momentum Fund - Direct Plan - Growth	ICICI Prudential	₹10.8700	17 Jul 2026
Invesco India Business Cycle Fund - Direct Plan - Growth	Invesco	₹14.5000	17 Jul 2026
Bandhan Business Cycle Fund - Direct Plan - Growth	Bandhan	₹10.1960	17 Jul 2026
quant BFSI Fund - Growth Option - Direct Plan	Quant	₹22.0723	17 Jul 2026
QUANTUM ESG BEST IN CLASS STRATEGY FUND - DIRECT PLAN - GROWTH OPTION	Quantum	₹24.7900	17 Jul 2026
Aditya Birla Sun Life Banking and Financial Services Fund - Direct Plan - Growth	Aditya Birla Sun Life	₹72.8200	17 Jul 2026
Motilal Oswal Active Momentum Fund- Direct-Growth	Motilal Oswal	₹13.5242	17 Jul 2026

Recent NAVs

Date	NAV
17 Jul 2026	₹288.9197
16 Jul 2026	₹290.5827
15 Jul 2026	₹290.9654
14 Jul 2026	₹289.5572
13 Jul 2026	₹292.6115
10 Jul 2026	₹292.5907
9 Jul 2026	₹288.7531
8 Jul 2026	₹285.0980
7 Jul 2026	₹290.0035
6 Jul 2026	₹291.4511

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

As of 17 Jul 2026, the NAV of Franklin India Opportunities Fund - Direct - Growth is ₹288.9197. It's a Sectoral/Thematic Fund from Franklin India, run as a Direct plan Growth option. NAVs update once per business day from the AMFI feed.

Franklin India Opportunities Fund - Direct - Growth has NAV history starting from 01 Jan 2013, a track record of about 13 years 6 months. That's enough history to evaluate the fund across one or two market cycles. Look at rolling returns rather than point-to-point to judge consistency.

Franklin India Opportunities Fund - Direct - Growth is managed by Franklin India. It's classified by AMFI under the 'Sectoral/Thematic Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, Franklin India Opportunities Fund - Direct - Growth has delivered a absolute return of 2.51% — -2.95 pp behind the Sectoral/Thematic Fund category average of 5.46%. The fund ranks #144 of 235 in its category — the third (Q3) quartile.

Over the trailing 3-year window, Franklin India Opportunities Fund - Direct - Growth has delivered a CAGR of 22.91% — +6.99 pp ahead of the Sectoral/Thematic Fund category average of 15.93%. The fund ranks #20 of 148 in its category — the top (Q1) quartile.

Over the trailing 5-year window, Franklin India Opportunities Fund - Direct - Growth has delivered a CAGR of 19.86% — +6.13 pp ahead of the Sectoral/Thematic Fund category average of 13.72%. The fund ranks #21 of 110 in its category — the top (Q1) quartile.

₹1 lakh invested in Franklin India Opportunities Fund - Direct - Growth exactly 10 years ago would be worth approximately ₹476,089 today — a multiplier of 4.76×, based on the 10-year CAGR of 16.89%. The category average over the same window would have grown ₹1 lakh to ₹400,745.

A ₹10,000 monthly SIP in Franklin India Opportunities Fund - Direct - Growth over the last 5 years — total invested ₹600,000 — would be worth ₹986,112 today. That's an XIRR (money-weighted annualised return) of 19.96%.

A ₹10,000 monthly SIP for 10 years in Franklin India Opportunities Fund - Direct - Growth = ₹1,200,000 invested. It would currently be worth ₹3,329,699 (multiplier 2.77×). XIRR: 19.37%. Long-horizon SIP results matter more than point-to-point returns because they smooth out entry timing.

On a 5-year basis, Franklin India Opportunities Fund - Direct - Growth ranks #21 out of 110 funds in the Sectoral/Thematic Fund category — that places it in the top quartile (Q1) — strong outperformance. The category average return over the same window is 13.72%; this fund delivered 19.86%.

The worst peak-to-trough decline Franklin India Opportunities Fund - Direct - Growth has experienced over the last 5-year window is 24.33% — its NAV fell from a high on 12 Nov 2021 to a low on 12 May 2022. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 5-year rolling windows, Franklin India Opportunities Fund - Direct - Growth averaged 17.19% (best 36.55%, worst -0.36%). 99% of rolling windows ended positive. The 5-year Sharpe ratio is 0.75 — reasonable risk-adjusted performance.

In calendar year 2025, Franklin India Opportunities Fund - Direct - Growth returned 3.93% — lagging the Sectoral/Thematic Fund category average of 4.41% by 0.48 pp. It ranked #101 of 208 in its category that year.

Franklin India Opportunities Fund - Direct - Growth is classified as an Equity fund (at least 65% equity exposure). Tax rules (post Budget 2024): if you hold 12 months or more, gains are Long-Term and taxed at 12.5% on the amount exceeding ₹1.25 lakh per financial year. Held for under 12 months, gains are Short-Term and taxed at 20%. The ₹1.25 L exemption is per PAN per FY across all equity LTCG.

We don't give personal investment advice. Franklin India Opportunities Fund - Direct - Growth is suitable for an investor whose:

time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a loss
risk tolerance accepts seeing the portfolio fall sharply without panic-selling
goal isn't capital preservation in the short term

Cross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 24.3%. 5-year CAGR: 19.86%.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.