Should I invest in Franklin India Opportunities Fund?

We don't give personal investment advice. Franklin India Opportunities Fund-Dividend 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: 30.4%. 5-year CAGR: 8.87%.

Franklin Templeton

Franklin India Opportunities Fund-Dividend

Latest NAV

₹37.1158

As of

17 Jul 2026

4,989 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	-0.58%	-0.07%	-0.50	96 / 122	Q4
1W	-1.28%	-0.15%	-1.13	112 / 122	Q4
2W	-0.39%	-0.13%	-0.26	67 / 122	Q3
1M	+1.62%	+1.33%	+0.29	58 / 122	Q2
3M	+3.49%	+3.32%	+0.17	50 / 122	Q2
6M	+0.79%	+2.87%	-2.08	63 / 122	Q3
YTD	-0.35%	+1.43%	-1.77	66 / 122	Q3
1Y	-6.56%	+2.53%	-9.09	99 / 120	Q4
2Y	-6.17%	+1.69%	-7.85	102 / 116	Q4
3Y	+11.67%	+13.72%	-2.05	70 / 114	Q3
4Y	+14.04%	+15.46%	-1.42	64 / 106	Q3
5Y	+8.87%	+12.16%	-3.30	78 / 104	Q3
7Y	+10.58%	+15.00%	-4.42	81 / 99	Q4
10Y	+6.51%	+11.50%	-5.00	81 / 93	Q4
Inception	+3.46%	+11.17%	-7.71	118 / 122	Q4

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	-0.35%	+1.37%	-1.72	64 / 118
2025	-5.29%	+3.20%	-8.49	97 / 115
2024	+25.29%	+19.60%	+5.69	28 / 113
2023	+41.74%	+31.56%	+10.19	24 / 108
2022	-10.88%	+2.19%	-13.07	90 / 104
2021	+18.92%	+32.41%	-13.49	78 / 102
2020	+19.92%	+18.32%	+1.60	35 / 100
2019	-3.36%	+5.50%	-8.86	85 / 97
2018	-17.81%	-10.07%	-7.74	70 / 94
2017	+23.85%	+30.10%	-6.25	65 / 93
2016	-5.25%	-0.25%	-5.00	70 / 93

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

+7.47%

236 windows

min -57.0% · max 82.0%

54% positive

3-Year rolling

+6.05%

211 windows

min -21.8% · max 24.0%

64% positive

5-Year rolling

+5.42%

187 windows

min -9.5% · max 24.7%

75% positive

7-Year rolling

+5.07%

163 windows

min -6.5% · max 12.0%

88% 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

19.36%

3-year · annualised

Sharpe ratio

0.34

vs risk-free 6.5%

Sortino ratio

0.51

Downside-only deviation

Max drawdown

-27.76%

Sep 2024 → Mar 2026

% positive months

63.9%

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	HDFC	₹18.4020	17 Jul 2026
Nippon India Japan Equity Fund- Growth Plan- Bonus Option	Nippon India	₹27.0439	17 Jul 2026
Magnum Equity Fund -Dividend	SBI	₹75.2678	17 Jul 2026
ICICI Prudential Active Momentum Fund - Growth	ICICI Prudential	₹10.7400	17 Jul 2026
Franklin Asian Equity Fund - Dividend Plan	Franklin Templeton	₹20.5340	17 Jul 2026
Franklin India Multi-Factor Fund- Growth	Franklin India	₹9.5442	17 Jul 2026
Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	Kotak	₹68.7640	17 Jul 2026
Canara Robeco Infrastructure-DIVIDEND	Canara Robeco	₹64.5500	17 Jul 2026
UTI - MNC Fund (UGS 10000)-Growth Option	UTI	₹397.9086	17 Jul 2026
BANK OF INDIA Manufacturing & Infrastructure Fund-Growth	Bank of India	₹66.3400	17 Jul 2026

Recent NAVs

Date	NAV
17 Jul 2026	₹37.1158
16 Jul 2026	₹37.3306
15 Jul 2026	₹37.3810
14 Jul 2026	₹37.2013
13 Jul 2026	₹37.5949
10 Jul 2026	₹37.5960
9 Jul 2026	₹37.1041
8 Jul 2026	₹36.6356
7 Jul 2026	₹37.2672
6 Jul 2026	₹37.4544

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-Dividend is ₹37.1158. It's a Sectoral/Thematic Fund from Franklin Templeton, run as a Unknown plan Growth option. NAVs update once per business day from the AMFI feed.

Franklin India Opportunities Fund-Dividend has NAV history starting from 03 Apr 2006, a track record of about 20 years 3 months. Long-tenured funds like this have weathered multiple market cycles — the 2008 crash, 2013 taper tantrum, 2020 COVID drawdown — which makes their returns more credible than a 3-year track record alone.

Franklin India Opportunities Fund-Dividend is managed by Franklin Templeton. 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-Dividend has delivered a absolute return of -6.56% — -9.09 pp behind the Sectoral/Thematic Fund category average of 2.53%. The fund ranks #99 of 120 in its category — the bottom (Q4) quartile.

Over the trailing 3-year window, Franklin India Opportunities Fund-Dividend has delivered a CAGR of 11.67% — -2.05 pp behind the Sectoral/Thematic Fund category average of 13.72%. The fund ranks #70 of 114 in its category — the third (Q3) quartile.

Over the trailing 5-year window, Franklin India Opportunities Fund-Dividend has delivered a CAGR of 8.87% — -3.3 pp behind the Sectoral/Thematic Fund category average of 12.16%. The fund ranks #78 of 104 in its category — the third (Q3) quartile.

₹1 lakh invested in Franklin India Opportunities Fund-Dividend exactly 10 years ago would be worth approximately ₹187,802 today — a multiplier of 1.88×, based on the 10-year CAGR of 6.50%. The category average over the same window would have grown ₹1 lakh to ₹297,061.

A ₹10,000 monthly SIP in Franklin India Opportunities Fund-Dividend over the last 5 years — total invested ₹600,000 — would be worth ₹758,572 today. That's an XIRR (money-weighted annualised return) of 9.31%.

A ₹10,000 monthly SIP for 10 years in Franklin India Opportunities Fund-Dividend = ₹1,200,000 invested. It would currently be worth ₹1,942,993 (multiplier 1.62×). XIRR: 9.31%. 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-Dividend ranks #78 out of 104 funds in the Sectoral/Thematic Fund category — that places it in the third quartile (Q3) — below the median. The category average return over the same window is 12.16%; this fund delivered 8.87%.

The worst peak-to-trough decline Franklin India Opportunities Fund-Dividend has experienced over the last 5-year window is 30.37% — its NAV fell from a high on 14 Oct 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-Dividend averaged 5.42% (best 24.72%, worst -9.48%). 75% of rolling windows ended positive. The 5-year Sharpe ratio is 0.19 — weak risk-adjusted performance.

In calendar year 2025, Franklin India Opportunities Fund-Dividend returned -5.29% — lagging the Sectoral/Thematic Fund category average of 3.20% by 8.49 pp. It ranked #97 of 115 in its category that year.

Franklin India Opportunities Fund-Dividend 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-Dividend 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: 30.4%. 5-year CAGR: 8.87%.

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