Franklin India Prima Fund-Growth

Category: Equity: Mid Cap
Launch Date: 01-12-1993
Asset Class: Equity
Benchmark: Nifty Midcap 150 TRI
Expense Ratio: 2.08% As on ( 31-10-2018)
Status: Open Ended Schemes(Equity Scheme - Mid Cap Fund) for subscription
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 6,374.47 Cr As on ( 30-11-2018)
Turn over: 33.29
NAV as on 12-12-2018

911.1338

18.67 ( 2.0491% )

CAGR Since Inception

19.59%

Nifty Midcap 150 TRI 15.44%

PERFORMANCE of Franklin India Prima Fund-Growth

Scheme Performance (%) Data as on - 11-12-2018

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Franklin India Prima Fund-Growth -6.25 12.05 21.21 23.21 19.59
NIFTY MIDCAP 150 TRI -13.8 12.14 20.17 21.35 15.44
Equity: Mid Cap -12.81 9.41 19.24 21.48 13.45

Yearly Performance (%)

Fund Managers

Mr. R Janakiraman, Mr. Hari Shyamsunder, Mr. Srikesh Nair

Mr. Janakiraman is a B.E and PGDM (Business Management). Prior to joining Franklin Templeton Investments, he has worked with Indian Syntans Inv. Pvt. Ltd., Citicorp Information Tech Ltd. and UTI Securities Exchange Ltd.

Investment Objective

An open-end growth scheme with an objective to provide medium to long term capital appreciation as a primary objective and income as a secondary objective.

RETURNS CALCULATOR for Franklin India Prima Fund-Growth

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

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Key Performance and Risk Statistics of Franklin India Prima Fund-Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Franklin India Prima Fund-Growth 13.87 0.89 -2.01 0.92 - -
Equity: Mid Cap - - - - - -

PEER COMPARISION of Franklin India Prima Fund-Growth

Period
Data as on - 11-12-2018
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Franklin India Prima Fund-Growth 01-12-1993 -6.25 10.94 12.05 21.21 23.21
Axis Midcap Fund - Dividend 18-02-2011 1.35 16.49 11.29 19.53 0.0
Axis Midcap Fund - Growth 18-02-2011 1.35 16.98 11.88 20.19 0.0
Mahindra Unnati Emerging Business Yojana - Regular Plan - Dividend 22-01-2018 0.0 0.0 0.0 0.0 0.0
Mahindra Unnati Emerging Business Yojana - Regular Plan - Growth 05-01-2018 0.0 0.0 0.0 0.0 0.0
Invesco India Midcap Fund - Growth Option 19-04-2007 -4.49 13.14 12.13 21.38 24.02
Taurus Discovery (Midcap) Fund - Regular Plan - Divided Option 01-01-2009 -4.66 13.09 12.39 19.76 0.0
Taurus Discovery (Midcap) Fund - Regular Plan - Growth Option 05-09-1994 -4.67 13.74 12.83 20.04 18.92
Invesco India Midcap Fund - Dividend Option 19-04-2007 -5.82 11.77 10.72 20.21 23.07
Franklin India Prima Fund-Dividend 01-12-1993 -7.07 9.97 11.11 20.23 21.42

PORTFOLIO ANALYSIS of Franklin India Prima Fund-Growth

Asset Allocation (%)

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