Home› Funds› Franklin India Income Opportunities Fund- Segregat

Franklin India Income Opportunities Fund- Segregated Portfolio 1- 8.25% Vodafone Idea Ltd-10JUL20-Dividend Plan

ITI · Sectoral
Very High
₹0.00
Current NAV
20 Jul 2020
41.9%
1Y Return
18.9%
3Y CAGR
25.9%
5Y CAGR
Add to Watchlist
Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.69).
  • Very large asset base (AUM: ₹16,740 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
Suitable for
  • Long-term wealth creation (5+ years horizon) like retirement or child education.
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term goals (under 3 years) where preserving the capital is the main priority.
  • Short-term trading or speculative investment horizons.
Risk Profile: Very High Risk
Low Moderate High Very High
Risk Metrics
1.69
Sharpe Ratio
0.69
Beta
-2.31
Alpha
2.35
Sortino
Fund Details
Fund House ITI
Category Sectoral
AUM ₹16740 Cr
Expense Ratio 1.49%
Min SIP ₹500
Min Lumpsum ₹1000
SIP Calculator Compare Funds
Similar Funds in Sectoral
SBI Banking & Financial Services Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW)
SBI
₹39.84 44.9%
NIPPON INDIA EQUITY SAVINGS FUND - Direct Plan - IDCW Option
Nippon India
₹15.73 44.9%
Axis Fixed Maturity Plan - Series 129 (108 Days) - Regular Plan - IDCW
Axis
₹10.20 44.9%
ICICI Prudential Capital Protection Oriented Fund III - PLAN G - 60 Months - Direct Plan - Cumulative
ICICI Prudential
₹17.08 44.9%