NRI from all over the world (excluding U.S.A. & Canada) can invest in this fund

INVEST VIA NRE/NRO

Franklin India Opportunities Fund Growth for NRI [240.85]

Min Investment

5,000

Fund Size

3,933.36 Cr

Expense Ratio

1.9%

Exit Load

1%

SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671

240.85

1.02%

NAV as on 20 Jun 24, 12:00 AM

very high risk

equity other

equity

NAV as on 20 Jun 24, 12:00 AM

very high risk

equity other

equity

74.74%p.a.

Last 1Y

30.98%p.a.

Last 3Y

26.46%p.a.

Last 5Y

13.72%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 3,933.36 Cr fund under management as on Jun 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 74.7% annual returns during the last year. It has delivered 13.7% 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

Bharti Airtel Ltd

5.87%

ICICI Bank Ltd

4.83%

Zomato Ltd

4.21%

Reliance Industries Ltd

4.07%

Kirloskar Oil Engines Ltd

3.93%

Crompton Greaves Consumer Electricals Ltd

3.92%

Kirloskar Pneumatic Co Ltd

3.56%

Larsen & Toubro Ltd

3.01%

PB Fintech Ltd

2.74%

Metropolis Healthcare Ltd

2.55%

Fund Managers

  1. Kiran Sebastian (Feb 2022 - Present)
  2. R. Janakiraman (Apr 2013 - Present)
  3. Sandeep Manam (Oct 2021 - Present)

Key Information

View Scheme Document

Franklin India Opportunities Fund Growth SIP Calculator

If invested

5,000

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 TypeShort-term Capital Gains (STCG) TaxLong-term Capital Gains (LTCG) Tax
Equity mutual funds15%10% (above Rs. 1 lakh LTCG) without indexation*
Debt & other types of fundsAt tax slab rate20% 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

Frequently Asked Questions