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: 8.65%.

Franklin Templeton

Franklin India Opportunities Fund-Dividend

Latest NAV

₹35.3322

As of

2 Jun 2026

4,957 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	+0.11%	+0.28%	-0.17	73 / 122	Q3
1W	-1.19%	-1.28%	+0.09	40 / 122	Q2
2W	+1.74%	+0.09%	+1.65	23 / 122	Q1
1M	-1.13%	-0.62%	-0.51	63 / 122	Q3
3M	-1.17%	+1.50%	-2.67	77 / 122	Q3
6M	-5.52%	-2.06%	-3.46	71 / 122	Q3
YTD	-5.14%	-1.85%	-3.29	71 / 122	Q3
1Y	-7.49%	+2.44%	-9.93	98 / 119	Q4
2Y	-5.02%	+3.47%	-8.49	104 / 116	Q4
3Y	+13.25%	+14.90%	-1.65	64 / 112	Q3
4Y	+13.40%	+14.65%	-1.25	62 / 105	Q3
5Y	+8.65%	+12.36%	-3.71	82 / 104	Q4
7Y	+8.83%	+13.76%	-4.93	82 / 99	Q4
10Y	+6.46%	+11.67%	-5.21	80 / 93	Q4
Inception	+3.23%	+10.81%	-7.58	116 / 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	-5.14%	-2.01%	-3.12	67 / 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

+7.50%

234 windows

min -57.7% · max 84.8%

52% positive

3-Year rolling

+5.71%

210 windows

min -22.3% · max 22.8%

65% positive

5-Year rolling

+5.37%

185 windows

min -11.4% · max 22.3%

75% positive

7-Year rolling

+4.99%

161 windows

min -6.0% · max 14.1%

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

16.36%

3-year · annualised

Sharpe ratio

0.45

vs risk-free 6.5%

Sortino ratio

0.68

Downside-only deviation

Max drawdown

-27.76%

Sep 2024 → Mar 2026

% 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	HDFC	₹16.8310	3 Jun 2026
Nippon India Japan Equity Fund- Growth Plan- Bonus Option	Nippon India	₹27.7005	3 Jun 2026
Magnum Equity Fund -Dividend	SBI	₹71.4772	3 Jun 2026
ICICI Prudential Active Momentum Fund - Growth	ICICI Prudential	₹10.5700	3 Jun 2026
Franklin Asian Equity Fund - Dividend Plan	Franklin Templeton	₹21.5824	3 Jun 2026
Franklin India Multi-Factor Fund- Growth	Franklin India	₹9.2801	3 Jun 2026
Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	Kotak	₹67.0980	3 Jun 2026
Canara Robeco Infrastructure-DIVIDEND	Canara Robeco	₹64.3200	3 Jun 2026
UTI - MNC Fund (UGS 10000)-Growth Option	UTI	₹382.6597	3 Jun 2026
BANK OF INDIA Manufacturing & Infrastructure Fund-Growth	Bank of India	₹62.7500	3 Jun 2026

Recent NAVs

Date	NAV
2 Jun 2026	₹35.3322
1 Jun 2026	₹35.2921
29 May 2026	₹35.7470
27 May 2026	₹35.9757
26 May 2026	₹35.7565
25 May 2026	₹35.6489
22 May 2026	₹35.2509
21 May 2026	₹35.1139
20 May 2026	₹34.9456
19 May 2026	₹34.7292

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 02 Jun 2026, the NAV of Franklin India Opportunities Fund-Dividend is ₹35.3322. 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 2 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 -7.49% — -9.93 pp behind the Sectoral/Thematic Fund category average of 2.44%. The fund ranks #98 of 119 in its category — the bottom (Q4) quartile.

Over the trailing 3-year window, Franklin India Opportunities Fund-Dividend has delivered a CAGR of 13.25% — -1.65 pp behind the Sectoral/Thematic Fund category average of 14.90%. The fund ranks #64 of 112 in its category — the third (Q3) quartile.

Over the trailing 5-year window, Franklin India Opportunities Fund-Dividend has delivered a CAGR of 8.65% — -3.71 pp behind the Sectoral/Thematic Fund category average of 12.36%. The fund ranks #82 of 104 in its category — the bottom (Q4) quartile.

₹1 lakh invested in Franklin India Opportunities Fund-Dividend exactly 10 years ago would be worth approximately ₹186,980 today — a multiplier of 1.87×, based on the 10-year CAGR of 6.46%. The category average over the same window would have grown ₹1 lakh to ₹301,430.

A ₹10,000 monthly SIP in Franklin India Opportunities Fund-Dividend over the last 5 years — total invested ₹600,000 — would be worth ₹729,369 today. That's an XIRR (money-weighted annualised return) of 7.74%.

A ₹10,000 monthly SIP for 10 years in Franklin India Opportunities Fund-Dividend = ₹1,200,000 invested. It would currently be worth ₹1,857,620 (multiplier 1.55×). XIRR: 8.46%. 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 #82 out of 104 funds in the Sectoral/Thematic Fund category — that places it in the bottom quartile (Q4) — material underperformance. The category average return over the same window is 12.36%; this fund delivered 8.65%.

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 5.37% (best 22.30%, worst -11.37%). 75% of rolling windows ended positive. The 5-year Sharpe ratio is 0.20 — 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: 8.65%.

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