Franklin India Income Opportunities Fund - Segregated Portfolio 2 - Direct Plan
Value Research Rating
Our Opinion
Riskometer
Low
₹2.0416
As on 08-Sep-2023
Returns
Risk
This fund has Low risk.
As per SEBI's Riskometer.
Portfolio of Franklin India Income Opportunities Fund - Segregated Portfolio 2 - Direct Plan
Asset Allocation
Split between different types of investments
Credit Rating Weightage
Split between categories of Equity investments
Peer Comparison
|
Fund name
|
Rating |
Our Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
|---|---|---|---|---|---|---|
|
Franklin India Income Opportunities Fund - Segregated Portfolio 2 - Direct Plan
|
|
Low
|
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-- |
||
 |
|
Moderately High
|
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0.72 |
||
|
|
Moderately High
|
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0.75 |
||
|
|
Moderately High
|
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0.69 |
||
|
|
Moderately High
|
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0.84 |
Other details of Franklin India Income Opportunities Fund - Segregated Portfolio 2 - Direct Plan
Assets
₹46 Cr
Exit Load (Days)
--
Min. Investment (₹)
5,000
Min. Withdrawal (₹)
1,000
Min. SIP Investment (₹)
--
Min. No of Cheques
--
About Franklin India Income Opportunities Fund - Segregated Portfolio 2 - Direct Plan
Franklin India Income Opportunities Fund - Segregated Portfolio 2 - Direct Plan is a debt mutual fund scheme of Franklin Templeton Mutual Fund. Launched on January 24, 2020, it is currently managed by Santosh Kamath. The fund has an expense ratio of --% with an overall AUM (Assets Under Management) of ₹46 Cr.
The fund allows minimum lumpsum investment of ₹1,000 and minimum SIP of ₹--.
Investment Strategy
The scheme aims to generate regular income by investing in fixed income securities across the yield curve.
Capital Gains Taxation
- If investment is made on or after 1 April 2023: Entire amount of gain is added to the investors' income and taxed according to the applicable slab rate.
- If investment is made before 1 April 2023:
- Sold within 2 years from the date of investment: Gains are added to the investors' income and taxed according to the applicable slab rate.
- Sold after 2 years from the date of investment: Gains are taxed at the rate of 12.5%.
- No tax is to be paid as long as you continue to hold the units.
Disclaimer: The tax information has been prepared on a best-effort basis using information available in the public domain and other sources that Value Research considers reliable. This is not meant as tax advice, and we advise you to consult your tax advisor before making any decision. Value Research takes no responsibility and assumes no liability for any loss or damage arising from any investment or redemption decision based on this information.
Dividend Taxation
- Dividends are added to the income of the investors and taxed according to their respective tax slabs. Further, if an investor's dividend income exceeds Rs 10,000 in a financial year, the fund house also deducts a TDS of 10% before distributing the dividend.
FAQ for Franklin India Income Opportunities Fund - Segregated Portfolio 2 - Direct Plan
How to Invest in Franklin India Income Opportunities Fund - Segregated Portfolio 2 - Direct Plan?
Subscribers of Value Research Fund Advisor can conveniently invest in the low-cost direct plan of Franklin India Income Opportunities Fund - Segregated Portfolio 2 - Direct Plan through the Value Research Fund Advisor website.
Alternatively, mutual funds can also be purchased directly from the respective fund house’s website. For example, Franklin India Income Opportunities Fund - Segregated Portfolio 2 - Direct Plan can be bought from the Franklin Templeton Mutual Fund website. In such a case, if you are investing in multiple funds from different fund houses, you will need to transact separately on each fund house’s website.
The third option is to invest offline, by seeking assistance from a mutual fund distributor. Most banks also act as mutual fund distributors, and you can approach your bank for help in completing your investment.
What is the current NAV of Franklin India Income Opportunities Fund - Segregated Portfolio 2 - Direct Plan Today?
The latest declared NAV of Franklin India Income Opportunities Fund - Segregated Portfolio 2 - Direct Plan, is ₹2.0416 as of 07-May-2026.
What are the top holdings of Franklin India Income Opportunities Fund - Segregated Portfolio 2 - Direct Plan?
| Company | Percentage of Portfolio |
|---|---|
|
Vodafone Idea Ltd Debenture 10.90 02/09/2023 |
100.00
|
What is the return of Franklin India Income Opportunities Fund - Segregated Portfolio 2 - Direct Plan in the last 5 years?
Over the past five years, Franklin India Income Opportunities Fund - Segregated Portfolio 2 - Direct Plan has delivered an annualised return of --% as of 07-May-2026.
What is the minimum investment required in Franklin India Income Opportunities Fund - Segregated Portfolio 2 - Direct Plan?
The minimum investment required to start investing in Franklin India Income Opportunities Fund - Segregated Portfolio 2 - Direct Plan is ₹5,000 for the lump sum option and ₹-- for the SIP (Systematic Investment Plan) option.
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