Franklin India Prima Fund-Growth
Fund House: Franklin Templeton Mutual Fund| Category: Equity: Mid Cap |
| Launch Date: 01-12-1993 |
| Asset Class: Equity |
| Benchmark: NIFTY Midcap 150 TRI |
| TER: 1.8% As on (31-03-2024) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 10,108.06 Cr As on (31-03-2024) |
| Turn over: 21.28% | Exit Load: Exit load of 1% if redeemed within 1 year |
2308.4408
-1.29 (-0.0557%)
19.45%
Benchmark: 18.02%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY 50 TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
0 Years 9 Months
6 Years 2 Months
9 Years 9 Months
11 Years 0 Months
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
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.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 13.66 |
| Sharpe Ratio | 1.03 |
| Alpha | -3.65 |
| Beta | 0.92 |
| Yield to Maturity | - |
| Average Maturity | - |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| Franklin India Prima Fund-Growth | 01-12-1993 | 50.29 | 30.99 | 22.1 | 19.83 | 19.07 |
| Quant Mid Cap Fund - Growth Option - Regular Plan | 26-02-2001 | 70.29 | 37.1 | 34.09 | 32.98 | 20.65 |
| JM Midcap Fund (Regular) - Growth | 21-11-2022 | 66.99 | - | - | - | - |
| ITI Mid Cap Fund - Regular Plan - Growth Option | 05-03-2021 | 66.18 | 36.53 | 23.72 | - | - |
| Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | 05-01-2018 | 63.18 | 33.96 | 27.5 | 26.35 | - |
| HSBC Midcap Fund - Regular Growth | 09-08-2004 | 59.68 | 32.03 | 23.25 | 20.89 | 20.6 |
| Motilal Oswal Midcap Fund-Regular Plan-Growth Option | 24-02-2014 | 59.61 | 37.13 | 35.9 | 27.51 | 22.43 |
| Nippon India Growth Fund-Growth Plan-Growth Option | 05-10-1995 | 58.45 | 34.26 | 29.53 | 26.0 | 20.62 |
| Sundaram Mid Cap Fund Regular Plan - Growth | 01-07-2002 | 55.9 | 32.37 | 26.05 | 20.77 | 19.13 |
| Tata Mid Cap Growth Fund Regular Plan- Growth Option | 01-07-1994 | 54.81 | 30.98 | 24.62 | 23.59 | 20.94 |
Scheme Characteristics
Minimum investment in equity & equity related instruments of mid cap companies - 65% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
12.13%
Others
4.79%
Large Cap
17.58%
Mid Cap
65.48%
