NRI from all over the world (excluding U.S.A. & Canada) can invest in this fund
SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671
₹256.21
-0.38%
NAV as on 17 Dec 24, 12:00 AM
very high risk
equity other
equity
NAV as on 17 Dec 24, 12:00 AM
very high risk
equity other
equity
41.63%p.a.
Last 1Y
29.14%p.a.
Last 3Y
28.48%p.a.
Last 5Y
13.89%p.a.
Since Inception
About Franklin India Opportunities Fund Growth for NRIs
NRIs can achieve long-term capital appreciation by investing in the Franklin India Opportunities Fund Growth scheme from Franklin Templeton Asst Mgmt(IND)Pvt Ltd. It is a Equity - Other mutual fund scheme that predominantly invests in Equity - Other stocks of companies. Launched on Feb 2000, Franklin India Opportunities Fund Growth is Equity - Other fund of its category with 5,904.85 Cr fund under management as on Dec 2024. The expense ratio of this fund is less than that of most other Fund category Equity - Other funds.
- Franklin India Opportunities Fund Growth delivered 41.6% annual returns during the last year. It has delivered 13.9% average annual returns since the fund was launched.
- Franklin India Opportunities Fund Growth scheme tends to consistently deliver higher returns than most schemes in the same category.
- The scheme has predominantly invested in equity
Fund Objective
To generate capital appreciation by investing in opportunities presented by special situations such as corporate restructuring, Government policy and/or regulatory changes, companies going through temporary unique challenges and other similar instances
Top 10 Holdings
HDFC Bank Ltd
4.74%
ICICI Bank Ltd
3.73%
Bharti Airtel Ltd
3.70%
Zomato Ltd
3.60%
Mahindra & Mahindra Ltd
3.20%
Info Edge (India) Ltd
3.02%
PB Fintech Ltd
2.67%
Aster DM Healthcare Ltd Ordinary Shares
2.58%
Mphasis Ltd
2.47%
Reliance Industries Ltd
2.45%
Fund Managers
- Kiran Sebastian (Feb 2022 - Present)
- R. Janakiraman (Apr 2013 - Present)
- Sandeep Manam (Oct 2021 - Present)
Key Information
View Scheme Document
Franklin India Opportunities Fund Growth SIP Calculator
If invested
per month
For a period of
Investment of ₹0 could have been
₹0(+0.0%)
₹0 (+0.0%)
This Fund
₹0 (+0.0%)
Fixed Deposit
NRI Mutual Fund Tax on Franklin India Opportunities Fund Growth
Just like for resident investors, capital gains from mutual fund investments are subject to income tax for NRI investors.
| Fund Type | Short-term Capital Gains (STCG) Tax | Long-term Capital Gains (LTCG) Tax |
|---|---|---|
| Equity mutual funds | 15% | 10% (above Rs. 1 lakh LTCG) without indexation* |
| Debt & other types of funds | At tax slab rate | 20% with indexation benefits |
How can NRIs invest in Franklin India Opportunities Fund Growth?
NRIs and OCIs can download the SBNRI app to invest in mutual funds from the country of their residence. Here are a few simple steps you need to take:
- Complete your NRI KYC: Type in your personal details and attach supporting documents, like:
- PAN Number
- Overseas address proof: Any of – Water/electricity bill, postpaid mobile/internet bill, rent agreement, driving license, etc.
- Passport – front and back
- Passport size photograph
- signature
If all details are correct, your KYC will be approved within 7 to 8 business days.
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing in Franklin India Opportunities Fund Growth
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing:
- City and country of birth
- NRE/NRO bank account statement/ canceled cheque for the latest 3 months
- Nominee details
Similar Funds
Funds
3Y Return
ICICI Prudential India Opportunities Fund Growth
very high risk | equity
27.4%
HDFC Manufacturing Fund Growth
very high risk | equity
0.0%
ICICI Prudential Business Cycle Fund Growth
very high risk | equity
22.4%
Frequently Asked Questions
Copyright | 2021 @ SBNRI | All Rights Reserved