Franklin India Income Opportunities Fund Overview

Mutual Fund

Franklin India Income Opportunities Fund is an open ended medium duration debt fund. It was launched on December 11, 2009. The investment objective of Franklin Templeton India Income Opportunities Fund is to generate higher interest income  primarily investing in debt securities like corporate bonds and fixed income securities which falls under the category of medium portfolio duration.

Franklin India Income Opportunities Fund is a debt fund which is benchmarked against CRISIL Short Term Bond Index. You can invest in Franklin India Income Opportunities Fund growth scheme for higher return and in Franklin India Income Opportunities Fund dividend scheme for regular income. Also, you can enjoy short term and long term capital gains by investing in Franklin Templeton India Income Opportunities mutual fund scheme in India

Franklin India Income Opportunities Fund Facts

  • Franklin India Income Opportunities Fund portfolio allocates 86.07% in corporate debt securities, 9.42% in PSU/PFI bonds and 4.51% in money market instruments.
  • The returns from Franklin India Income Opportunities Fund growth scheme for last 3 years and 5 years are- 8.75% and 9%.
  • For Franklin India Income Opportunities Fund dividend scheme, you need not have to pay any tax on the dividend received but Dividend Distribution Tax (DDT) is subtracted.
  • Investors with the aim of earning regular income and medium term capital appreciation by investing for 2 or more years with debt exposure can easily invest in Franklin India Income Opportunities Fund.

Top 3 Sectors of Franklin India Income Opportunities Fund

S.No.

Holding Name

Net Assets (in %)

1

Miscellaneous

96.83

2

Miscellaneous

2.11

3

Miscellaneous

1.07

(as on 15/04/2019)

Top 10 Holdings of Franklin India Income Opportunities Fund

S.No.

Holding Name

Net Assets (in %)

1

9.55% Piramal Capital & Housing Finance Ltd. (08-Mar-2027) 

6.74

2

9.10% Power Finance Corp. Ltd. (23-Mar-2029) 

5.77

3

9.90% Coastal Gujarat Power Ltd. (25-Aug-2028) 

4.8

4

9.90% Shriram Transport Finance Co. Ltd. (21-Jun-2024) 

3.85

5

11.50% Rivaaz Trade Ventures Pvt. Ltd. (30-Mar-2023) 

3.7

6

10.90% Vodafone Idea Ltd. (02-Sep-2023) 

3.66

7

0.00% Wadhawan Global Capital Pvt. Ltd. (02-Aug-2022) 

3.46

8

9.00% Pune Solapur Expressways Pvt. Ltd., Series A, (31-Mar-2029) 

3.16

9

10.32% Andhra Pradesh Capital Region Development Authority (16-Aug-2028) 

3.06

10

9.85% DCB Bank Ltd. (12-Jan-2028) 

2.99

(as on 15/04/2019)

Franklin India Income Opportunities Fund Details

Launch Date- December 11, 2009

Fund Manager- Mr. Santosh Kamath, Mr. Kunal Agrawal

Risk- Moderate

Benchmark- CRISIL Short-Term Bond Index, CRISIL 10 Year Gilt Index

Return Since Launch- 8.92%

AUM- Rs. 3888.75 crore (as on 31st Mar, 2019)

Following is the performance of Franklin India Income Opportunities Fund- 

 

1-Year

3-Year

5-Year

10-Year

Fund

7.27

8.75

9.00

VR Bond

6.63

6.53

7.76

Category

5.44

7.19

8.36

Rank within Category

1

1

2

Number of funds in category

16

16

13

As on Apr 15, 2019

 

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