1. Advisorkhoj
  2. Franklin India Prima Fund-Growth

Franklin India Prima Fund-Growth

Category: Equity Funds Mid and Small Cap
Launch Date: 01-12-1993
Asset Class: Equity
Benchmark: Nifty 500 Index
Expense Ratio: 2.34% As on (29-09-2017)
Status: Open Ended Schemes(Growth) for subscription
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 6,024.67 Cr As on (29-09-2017)
Turn over: 19.54
NAV as on 18-04-2018

986.4272

-3.42 (-0.3465%)

CAGR Since Inception

20.56%

Nifty 500 Index 14.97%

PERFORMANCE of Franklin India Prima Fund-Growth

Scheme Performance (%)

Data as on - 18-04-2018

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)

Amount :
Period :
Start :
End :

Growth of 10000 In LUMPSUM (Fund vs Benchmark)

Amount :
Start :

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.

Riskometer

riskometer

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 Funds Mid and Small Cap - - - - - -

PEER COMPARISION of Franklin India Prima Fund-Growth

Period
Data as on - 18-04-2018
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 12.86 20.74 13.91 26.45 16.52
SBI Smal & Midcap - Regular Plan - Growth 09-09-2009 37.03 32.87 23.2 36.56 0.0
HDFC Small Cap Fund - Regular Growth Plan 03-04-2008 35.83 32.76 20.51 25.5 16.17
L&T Emerging Businesses Fund - Regular Plan - Growth 05-05-2014 30.27 38.93 24.25 0.0 0.0
Edelweiss Mid Cap Fund - Regular Plan - Growth Option 26-12-2007 27.58 0.0 0.0 0.0 0.0
Axis Midcap Fund - Growth 18-02-2011 26.3 20.43 10.98 23.07 0.0
IDFC Sterling Equity Fund -Regular Plan-Growth 07-03-2008 25.94 30.71 15.36 23.7 19.17
Reliance Small Cap Fund - Growth Plan - Growth Option 16-09-2010 25.86 33.56 22.25 36.78 0.0
SBI Emerging Businesses Fund - Regular Plan -Growth 11-10-2004 25.8 20.23 13.51 20.13 14.87
HSBC Small Cap Equity Fund - Growth 19-05-2005 24.72 27.35 16.67 28.7 11.24

PORTFOLIO ANALYSIS of Franklin India Prima Fund-Growth

Asset Allocation (%)

© 2016 Advisorkhoj - A Gamechanger Business Services (I) Pvt. Ltd. Brand - All Rights Reserved

Feedback