The fund house shared the figures as Franklin India Opportunities Fund completed 26 years of operations. It also said the scheme’s assets under management (AUM) have crossed ₹9,100 crore.
Franklin India Opportunities Fund is a thematic equity scheme that invests in companies benefiting from long-term structural trends such as manufacturing, rising consumer spending and digitalisation. The fund follows a special situations investment approach and invests across sectors and market capitalisations.
According to Franklin Templeton, the scheme has outperformed its benchmark, the Nifty 500 Index, over the one-year, three-year, five-year, 10-year and 15-year periods, as well as since inception, based on data as of June 30, 2026. The fund reported a since-inception compounded annual growth rate (CAGR) of 13.14%, compared with 5.74% for the benchmark.
Commenting on the milestone, Kiran Sebastian, Portfolio Manager – India Equities at Templeton Global Investments, said the fund remains focused on identifying businesses that could benefit from long-term themes such as manufacturing growth, rising consumer aspirations and digital adoption.
The scheme requires a minimum initial investment of ₹5,000, while additional investments can be made from ₹1,000. It also levies an exit load of 1% if units are redeemed within one year from the date of allotment.
While the historical returns of Franklin India Opportunities Fund may appear attractive, investors should note that equity mutual funds are subject to market risks. The scheme invests across sectors and market capitalisations, including mid- and small-cap companies, which can experience higher volatility compared with large-cap stocks.
Past performance may not be sustained, and future returns could vary significantly from historical performance.